Following a two-year drought, dividend recapitalization transactions have seen a resurgence and are off to a record setting pace through the first half of 2024. Read Portage Point Partners 2024 Mid-Year Credit Market Update to lean more about the state of the market. https://lnkd.in/g3NY43ZD #SpeedToInsight
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Correlation can provide valuable insight into the relationship between different asset classes. Check out our latest viewpoint, which explores the stock-bond correlation, explaining why high-quality fixed income may remain an attractive option for diversification at https://bit.ly/3Nkxjfi #PortfolioManagement #AssetDiversification #FinancialMarkets
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In the news: Steve Streit, Portfolio Manager, Acasta Partners, talked to Amy Or at Bloomberg about how the recent uptick in convertible deals, a majority of which were used to refinance existing debt, is a sign that issuance from the often-discussed maturity wall is beginning to materialize. In our view, coupons meaningfully lower than pricing in the straight debt market make the convertible bond market attractive for issuers. https://lnkd.in/ecggVEKc
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Correlation can provide valuable insight into the relationship between different asset classes. Check out our latest viewpoint, which explores the stock-bond correlation, explaining why high-quality fixed income may remain an attractive option for diversification at https://bit.ly/4gUdJEl #PortfolioManagement #AssetDiversification #FinancialMarkets
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Correlation provides valuable insight into the relationship between different asset classes. Check out our latest viewpoint, which explores the stock-bond correlation, explaining why high-quality fixed income remains an attractive option for diversification at https://bit.ly/3XZssVW #PortfolioManagement #AssetDiversification #FinancialMarkets
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Correlation provides valuable insight into the relationship between different asset classes. Check out our latest viewpoint, which explores the stock-bond correlation, explaining why high-quality fixed income remains an attractive option for diversification at https://bit.ly/3XZssVW #PortfolioManagement #AssetDiversification #FinancialMarkets
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The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations. https://ow.ly/jWos50R7waa #SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
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Speculative-grade bond issuance surged to over €45 billion in the first quarter of 2024, more than double the previous quarter. This increase was mainly driven by favorable market conditions—with stable interest rates, narrow spreads, and strong investor demand—enabling many companies to proactively address their upcoming maturities. Read more in the new European Leveraged Finance newsletter: https://okt.to/6AlBUd
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Brompton Cash Flow Kings ETFs: Because Cash is King | Airing on BNN Bloomberg Brompton Cash Flow Kings ETFs focus on high free cash flow yields. Companies with high free cash flow are characterised by financial strength and the ability to increase shareholder value. Free cash flow yield strategies have historically outperformed the broader equity market. Brompton’s Cash Flow Kings ETFs target quality mid- to large-cap companies and come with management fees as low as 0.45%. Discover free cash flow yield, the winning formula. Brompton Funds Learn More: https://lnkd.in/eWqrWUuS #CashFlow #ETFs #ExchangeTradedFunds #FreeCashFlow #EquityMarket #CashIsKing #BromptonFunds
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The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations. https://ow.ly/3qRn50R3Pt1 #SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
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As the path of policy rates becomes less certain, it is more important than ever for corporate bond issuers to sharpen their rates and credit spread analyses workflows. Join Bloomberg for a webinar on June 5 where we will discuss on-terminal functions to help you: ◾ Monitor and forecast interest rates ◾ Monitor primary and secondary market activity in corporate bonds ◾ Benchmark their bond issuance costs versus comparable firms ◾ Discover relevant sector- and company-level research and news Register: https://bloom.bg/3UOU3su #Corporations #CapitalMarkets #BloombergTerminal
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