- How the 2024 Election Could Affect Your Portfolio “The election’s outcome may have policy ramifications for investors and their money over the long term. This may include retirement-related issues, such as Social Security’s solvency and the availability of environmental, social, and governance funds in employer-sponsored retirement plans, the costs of healthcare, the future of Medicare, and taxation.” (Morningstar)
- Private Equity Taps Junk Debt to Generate Cash “The junk debt strategy is enabling these firms to pay investors as well as themselves via transactions known as dividend recapitalizations, which add leverage to existing portfolio companies and allows private equity firms to get money from those companies without selling them.” (FundFire)
- ETF share classes of mutual funds stand better chance if Republicans win election — attorney “In a follow-up interview, Senderowicz clarified that by election he was referring to both the U.S. presidential election as well as congressional elections because control of the U.S. Senate may impact who can be confirmed to serve as an SEC commissioner in the next administration.” (Pensions & Investments)
- Our investment and economic outlook, August 2024 “The conditions at the start of an investment matter. And as the charts suggest, initial conditions were far more favorable to bond investors at midyear 2024 than they were at midyear 2021, underscoring Vanguard’s assertion that bonds are back!” (Vanguard)
- What to know before investing in buffer ETFs “Higgins believes there are cheaper solutions to navigate uncertainty in the markets — the cheapest being not looking at your portfolio too often and talking with your advisor before making any drastic moves out of surprise or fear.” (CNBC)
- En Route to Liquidation, Blackstone Interval Fund Pays Final Distribution to Shareholders “Continuing on its path to liquidation, Blackstone Floating Rate Enhanced Income Fund this week paid a second and final distribution to shareholders of record as of the close of business on June 10, 2024. This followed a first distribution on June 13, which constituted 96.5% of the fund’s net assets.” (The DI Wire)
- Avoid This Big Bond Investing Mistake “Between lower yields and the potential for more volatility, Jones says it's important to maintain a long-term view rather than worry about price swings. Historically, most return investors see from bonds comes from coupon payments, not price appreciation.” (Morningstar)
- The investment industry’s real ‘Big Three’ “OK yes, Vanguard does indeed control the two biggest investment vehicles, the $1.6tn Vanguard Total Stock Market Index Fund, and the $1.2tn Vanguard 500 Index Fund. Together, these two funds manage more money than the Norwegian and Abu Dhabi sovereign wealth funds combined, and have enough to buy all the stocks of the FTSE 100 or CAC 40.” (Financial Times)
- Are You Using the Right Tax Breaks to Boost Investment Returns? “For example, some mid-career savers who put everything into traditional IRAs and 401(k)s rather than keeping some in a taxable account could find they don’t have ready access to cash for a major emergency—or a wonderful opportunity.” (The Wall Street Journal)
- JP Morgan launches active ETFs driven by data science “JP Morgan employs custom techniques to analyze a wide variety of stock market information including company financial statements and decades of proprietary fundamental research. The firm then combines insights derived from these sources to forecast the financial prospects of each security, seeking to identify those that are favorably priced relative to their associated levels of risk.” (ETF Strategy)
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