U.S. Repurchase Market
The repurchase market (or “repo market” as it is commonly referred to) is one of the largest markets in the world with over $2 trillion of daily transactions. It underpins much of the financial system, impacting [...]
Market Capitalization: What are Large Cap and Small Cap Stocks?
Your financial advisor may mention that your portfolio includes small cap stocks or large cap stocks. Understanding the difference is an important aspect of managing potential risks and expected returns for your investments. The world of equity investing can [...]
Rising Rates: A Blessing in Disguise for Bond Holders
With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]
UBTI: The Hidden Tax for the Tax-Exempt
With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]