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Morgan Stanley Investment Management Launches Online Education Centers Dedicated to Investment Tax Management and Investing in Alternatives
Businesswire· 2025-09-15 13:02
Core Insights - Morgan Stanley Investment Management (MSIM) has launched the Tax Forward Investing Center and the Alternatives Investing Center to enhance resources in asset management [1] Group 1 - The new education platforms are designed to better equip financial advisors to improve client outcomes [1] - The Tax Forward and Alternatives Investing Centers will include continuing education resources [1]
Bitcoin Bulls Bet on Fed Rate Cuts to Drive Bond Yields Lower, but There's a Catch
Yahoo Finance· 2025-09-14 16:41
Monetary Policy and Interest Rates - The U.S. Federal Reserve is expected to cut interest rates by 25 basis points on Sept. 17, lowering the benchmark range to 4.00%-4.25% [1] - Further easing is anticipated, potentially bringing rates down to around 3% within the next 12 months, with the fed funds futures market indicating a drop to less than 3% by the end of 2026 [1] Treasury Yields and Market Dynamics - Bitcoin bulls are optimistic that the anticipated easing will lead to lower Treasury yields, encouraging risk-taking in the economy and financial markets [2] - However, the expected Fed rate cuts may primarily affect the two-year Treasury yield, while long-term yields could remain elevated due to fiscal concerns and persistent inflation [2] Debt Supply and Fiscal Policy - The U.S. government is expected to increase the issuance of Treasury bills and longer-duration Treasury notes to finance tax cuts and increased defense spending, potentially adding over $2.4 trillion to primary deficits over ten years and increasing debt by nearly $3 trillion [3] - The increased supply of debt is likely to pressure bond prices down and lift yields, particularly for longer-term securities [4] Investor Sentiment and Yield Curve - Investors are demanding higher yields for long-term Treasuries due to concerns about inflation and dollar depreciation linked to high debt levels, which may prevent long-term bond yields from falling significantly [6] - The ongoing steepening of the yield curve indicates rising concerns about fiscal policy, as reflected in the widening spread between different maturities of Treasury yields [5]
Calamos Dynamic Convertible And Income Fund Q2 2025 Commentary
Seeking Alpha· 2025-09-14 15:47
Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]
Calamos Convertible And High Income Fund Q2 2025 Commentary
Seeking Alpha· 2025-09-14 14:00
Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]
Calamos Global Dynamic Income Fund Q2 2025 Commentary
Seeking Alpha· 2025-09-14 14:00
Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]
X @Decrypt
Decrypt· 2025-09-14 13:23
Solana Firm SOL Strategies Hits the Nasdaq: 'Being Underestimated Is an Advantage', Says CEO► https://t.co/nEUyLSYGdT https://t.co/nEUyLSYGdT ...
VGLT: The Rotation Into Long-Term Treasuries Isn't Over
Seeking Alpha· 2025-09-13 13:27
Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analys ...
X @Token Terminal 📊
Token Terminal 📊· 2025-09-13 12:57
Tokenization & Assets - Fidelity's tokenized money market fund on Ethereum exceeds $200 million in supply [1] - Fidelity manages approximately $64 trillion in assets [1] Strategic Decision - The report questions Fidelity's decision to tokenize a fund on Ethereum [1]
Gladstone Capital Announces $0.10 Supplemental Cash Distribution to Common Stockholders
Accessnewswire· 2025-09-13 12:00
MCLEAN, VA / ACCESS Newswire / September 13, 2025 / Gladstone Capital Corporation (Nasdaq:GLAD) (the "Company") announced today that its board of directors declared the following additional supplemental cash distribution to common stockholders payable in September 2025. Common Stock: A supplemental distribution of $0.10 per share of common stock in September 2025 payable per the table below. ...
Global Monetary Base - Update Through August 2025 And 2025 Forecast
Seeking Alpha· 2025-09-13 06:40
Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as the CEO and CIO, leading the investment team [1] - The firm manages several ETFs, including the InfraCap Small Cap Income ETF (NYSE: SCAP) and InfraCap Equity Income Fund ETF (NYSE: ICAP) [1] Company Overview - Infrastructure Capital is known for its expertise in investment management tailored for income-oriented clients [1] - The firm frequently appears in major financial media outlets such as Fox Business, CNBC, and Bloomberg Radio/TV [1] - Infrastructure Capital publishes a variety of educational resources, including monthly market reports and quarterly commentaries [1] Investment Products - The company manages a range of ETFs, including InfraCap MLP ETF (NYSE: AMZA) and Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA) [1] - It also oversees private accounts, providing tailored investment solutions [1] Educational Initiatives - Infrastructure Capital hosts monthly webinars and participates in industry conferences to enhance investor education [1]