SPi data shows the structured note market reached $194 billion in 2024, a milestone that underscores how quickly these products are moving into broader advisor use. But as adoption accelerates, the ...
Equity-linked note ETFs provide diversified access to derivative income strategies while helping advisors manage operational ...
JELH and JELM provide innovative income approaches that package structured note strategies into a convenient ETF format The new ETFs are designed to package equity linked instruments and are intended ...
In mid-May 2026, Toronto-Dominion Bank completed and announced several fixed-income offerings, added a range of complex structured notes, and saw Raymond James upgrade its rating to Outperform while ...
Asset managers WisdomTree and Halo Investing have launched Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account strategy. The partnership pairs WisdomTree’s asset ...
Investment strategy targets risk-adjusted income and price appreciation through a combination of top-down macro allocation and bottom-up credit selection within the fixed income universe. Portfolio is ...