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After a long stretch of calm, volatility has returned to financial markets. Recent tariff announcements have triggered sharp fluctuations in asset prices. The Volatility Index (VIX), a measure of [...]

Executive Summary: Equity market volatility has increased in recent weeks, a development typically corresponding to falling Treasury yields. Instead, yields rose last week and are higher than [...]

When selecting an investment product, thorough research is essential to ensure you understand precisely what you are purchasing. Names or descriptions of funds can often be misleading. [...]

Defined Maturity Funds: Is It a Bond, A Fund, Or Both? In a previous post, we discussed the most common types of investment funds: mutual funds and exchange-traded funds (ETFs). This review [...]

What if you were offered an opportunity to join an elite investment group? For many, the allure of exclusivity is compelling. But when it comes to hedge fund investments, the decision to join [...]

The low-interest-rate environment following the Global Financial Crisis led many investors to seek alternative sources of bond yields. Debt securities issued in emerging markets (EM), such as [...]

Are Money Market Funds a Good Investment? Exploring the Benefits and Risks of Money Market Funds In recent years, the landscape for money market funds (MMFs) has shifted dramatically. After a [...]

What is a Convertible Bond? A convertible bond is a hybrid financial instrument issued by corporations. It combines a standard coupon-paying bond with an option to convert into a pre-specified [...]