CME - In a Low Interest Rate World, Is the Carry Trade Dead?

The Jumpstart Our Business Startups Act (the "JOBS Act") became law on April 5, 2012, and was designed, in part, to enhance the raising of capital, especially by small or emerging businesses. As a result of the JOBS Act, the SEC has promulgated new rules to facilitate capital formation. While these new rules will enhance opportunities to raise capital, they create certain obstacles and pitfalls, and they do not eliminate the traditional methods in which companies have sought capital.

In a changing fixed-income market environment, investors have to carefully balance yield generation with rising interest rates that are likely to result in slower economic growth, and perhaps even a recession. Some have looked into the high-yield, debt market as a means to generate attractive income opportunities and hedge potential interest rate risks. Others are more cautious due to concerns about the effect rising interest rates will have on the economic outlook. In this upcoming webcast, Phase Capital and ETF Trends outline the benefits of an actively managed approach to high yield bonds to help financial advisors enhance their fixed-income portfolios.

The thematic fund market has rapidly developed in recent years. These funds attempt to harness secular growth themes ranging from artificial intelligence to Generation Z. Some have delivered a phenomenal performance, while others have been duds. Over the last two years, asset managers have ramped up the supply of these niche and often gimmicky funds, increasing investor demand for clarity and guidance.

Sales tax has never been simple, but now midsize companies are grappling with a level of complexity that had previously been reserved for large multinationals. With nearly every state in the US adopting some form of economic nexus policy after South Dakota vs. Wayfair, it’s become more challenging than ever before to determine i