Wall Street’s biggest ETF issuers are circling Invesco Ltd.’s Nasdaq 100 franchise, threatening to end its near-exclusive hold on the index. https://t.co/B2rEJCY7Zr ...

The word being heard more often recently is diversification. That’s how traders are navigating the uncertainty in markets. One area of renewed interest is fixed income. BlackRock Systematic Fixed Income senior portfolio manager Jeffrey Rosenberg and VettaFi head of research Todd Rosenbluth join CNBC’s Dominic Chu to talk about this and much more. ...

SURA Investments and BTG Pactual Chile launched new private-credit funds in Chile, expanding in an industry that has set off alarm bells in the US after years of extraordinary growth https://t.co/MeUz31RcU2 ...

Crypto retail may be in a bear market but not the Crypto institutionsFranklin Templeton Digital Assets (@FTDA_US):Today, we launched Franklin Crypto: a new dedicated, institutional-grade crypto investment management unit.Industry veterans Chris Perkins and Seth Ginns will co-lead Franklin Crypto alongside @FTI_Global’s Tony Pecore. To expand our existing suite of actively managed crypto https://t.co/BJ7iqFX0Qp ...

JUST IN: Mutual fund giant Franklin Templeton acquires crypto investment firm 250 Digital. ...

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to stay informed [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging users to sign up for updates [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to stay informed [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

Core Insights - The Capital Group US Multi-Sector Income ETF (CGMS) is an actively managed fund launched on October 25, 2022, focusing on multi-sector bonds with a current AUM of $4.5 billion and a 30-day SEC yield of 5.72% [2][3] Fund Overview - CGMS invests primarily in high-yield corporate debt (37.2%), investment-grade corporate debt (35.7%), and securitized debt, with about 88% of its assets in U.S. securities [5][3] - The fund has a moderate credit risk profile, with 51% of assets in investment-grade rated securities [7] - The effective duration of the portfolio is 4.4 years, indicating moderate interest rate risk, with a 1% change in interest rates expected to affect the ETF's price by approximately 4.4% [8] Performance Metrics - CGMS has outperformed the Vanguard Total Bond Market Index ETF (BND) by 3.3% annualized since inception, with a total return of 29.90% compared to BND's 17.04% [11] - The fund's volatility is lower than that of BND, with a Sharpe ratio of 0.62 compared to BND's -0.01 [11] - Monthly distributions have remained stable at around $0.13 per share from 2023 to March 2026, all classified as ordinary income [13] Competitive Analysis - CGMS has the lowest expense ratio among its peers at 0.39% and ranks second in 12-month yield at 6.13% [16][17] - Compared to competitors, CGMS ranks third for total return and fourth for volatility, indicating a balanced risk-return profile [17] - CARY, a competitor, shows a higher return and lower volatility, presenting a more compelling risk-adjusted performance despite a higher expense ratio [18] Investment Suitability - CGMS is positioned for investors seeking an active bond ETF with a yield around 6% and moderate credit and interest rate risks, having demonstrated strong performance since inception [18][19]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals, aiming to help them achieve more in life [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to sign up for updates [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice, potentially differing from other investment professionals within the firm [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and the firm does not sell securities directly [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers, including Invesco Distributors, Inc. [1]