Alex Van Tiem

In our conversations with clients, we’ve heard a consistent and growing concern around the lack of profitability of small cap companies that comprise the Russell 2000 Index. Harbor developed EBIT for advisors looking for small cap products that seek an elevated approach in the pursuit of alpha potential. With EBIT, unprofitable companies are eliminated from the investment universe at the outset, with the goal of allowing for a narrowed focus on the most profitable small cap companies. Check out the The Harbor AlphaEdge Small Cap Earners ETF (EBIT): https://lnkd.in/ewHwuCfx Alpha is a measure of risk (beta)-adjusted return.

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From rate cut hopes to market turbulence: On TCW's latest #FocusOnFixedIncome podcast, Global Rates Co-Heads Jamie Patton and Bret Barker unpack the bond market's dramatic shift this year and analyze the Treasury's critical part in economic revival efforts with host Pat Moore. Listen: https://tcwgrp.com/1rnryv

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As U.S. markets are expected to experience stronger earnings growth compared to international markets, investors might benefit from favoring U.S. stocks in their portfolios. Read what our experts have to say. #economy #investors

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Morning Network! Our VP of Sales - Corporate & Legal Babur Mirza has written an article on the return of High Yield Bonds, please find the link below. It is great to see this positivity as the market continues to turn. 🤞 https://lnkd.in/dj8HUwe5

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In Agili's quarterly insights, I talk about slowing consumer demand, lower demand for labor but that household's still have plenty of liquidity. Valuations are rich but not so bad after you take out the "Magnificent 7". Last, I discuss whether buying #cryptocurrencies is investing or speculating. Enjoy! https://lnkd.in/eatmqJEN #personalcfo #feeonlypioneers #fiduciary

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Lacking direction from the Fed, markets have been choppy. But with rate-cut expectations dropping, fixed-income investors have an unexpected opportunity to consider longer maturity based on income and portfolio diversification. #FHICapitalMarkets

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Bond covenants are critically important protection for investors. Listen as The TCW Group’s #FixedIncome team discusses the weakening of those covenants over the past several years and how that trend is having a real impact on investors and outcomes. https://tcwgrp.com/Zf8eVF

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Are your clients’ investments heavily concentrated in U.S. equities? U.S. stocks have enjoyed a strong run over the past 15 years. However, some of the best-performing multinationals reside outside of the U.S., such as Nestle, Novartis and Toyota, all of which are held in the recently launched #Desjardins International Equity Index #ETF (DMEI). At just 0.20%* in management fees, DMEI is your passport to international markets. Explore other recently launched Desjardins Index ETFs: ✔️ DMEU – Desjardins American Equity Index EFT ✔️ DMEC – Desjardins Canadian Equity Index ETF ✔️ DCBC – Desjardins Canadian Corporate Bond Index ETF All based on Solactive, which was recognized as “Best Index Provider of the Year” at the Structured Retail Products Europe Conference 2024.** Learn more 👉 https://bit.ly/3RDdgLx #FinancialAdvisor #WealthManagement #PassiveInvesting * Desjardins internal data as at May 31, 2024. ** Solactive – Press release, March 20, 2024: https://bit.ly/3xgDv3L

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On the newest edition of Just for Funds, I sit down with Simeon Hyman, CFA Hyman, Head of Investment Strategy to discuss the ProShares Nasdaq-100 High Income ETF, IQQQ. IQQQ is the first Nasdaq-100 ETF powered by a daily call options strategy. Tracking the Nasdaq-100 Daily Covered Call Index, the ETF is able to generate high income while also targeting high returns of the Nasdaq-100.

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Orion is partnering with CAIS to put alternative investments on its public markets wealth management platform. This was announced initially back in March but some of you may have missed the announcement. This fintech partnership will grant advisors access to private equity, private debt, private real estate, hedge funds etc. with about 125 products / strategies, with Orion curating the selection down to 10 to 15. Orion’s advisors will have access to CAIS Solutions, that will be custodied through (more than likely) Schwab, Fidelity, Pershing etc. on their own platform solutions i.e., general custody and or RIAs will go direct to the custodian's own solutions with CAIS since Orion is not self-clearing and most RIAs clear through them depending upon the best path for them and their clients. In a nut shell there is some nuance here but great to see public and private market TAMP solutions connect together and create better outcomes for advisors and their clients #WealthTech #AlternativeInvestments #FinancialAdvisors #Partnership #privatemarkets #privatecredit #CAIS #Orion Please see more details here - https://lnkd.in/enNrEWV7 https://lnkd.in/eyVVCvBC https://lnkd.in/e9gzJtbQ https://lnkd.in/eVXHJEv9 https://lnkd.in/ent4sw_7

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"For companies who raised over 100 million dollars since 2023, those shares have outperformed the S&P by 18 percent. Another good sign and we are looking optimistic for the IPO market ahead." Hear from our experts on what to expect when preparing for an IPO in our webinar replay: https://lnkd.in/gfDc8Bwk

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The value of the U.S. dollar is a key indicator for the broader global financial markets. My latest article explores recent moves in the U.S dollar as represented by the ICE U.S. Dollar Index ($DXY):

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The AI cycle has taken the market by storm, but it’s not all about technology. AI is infiltrating across a whole range of industries and sectors, with both positive and negative effects. https://trowe.com/3RWkZoo

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The latest #etf #webinar is live right now from the NYSE - log in or catch the replay at ETF Central and earn CE for your Certified ETF Advisor designation (CETF)! Maital Legum David LaValle Matthew Hougan Nathan Geraci Simeon Hyman, CFA #etfs #thehomeofetfs

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