Beyond AAA: Why CLO Equity Deserves a Closer Look
CLO equity offers investors a higher-risk alternative to traditional fixed income, combining substantial income with the potential for capital appreciation.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
Recent Content By
Beyond AAA: Why CLO Equity Deserves a Closer Look
CLO equity offers investors a higher-risk alternative to traditional fixed income, combining substantial income with the potential for capital appreciation.
Active ETFs Are Booming. Manager Selection Matters More Than Ever
As active ETFs attract record assets and give investors more choices than ever, a widening performance gap between the best and worst managers is making careful manager selection increasingly important.
Active ETFs Are Booming. Manager Selection Matters More Than Ever
As active ETFs attract record assets and give investors more choices than ever, a widening performance gap between the best and worst managers is making careful manager selection increasingly important.
Are Emerging Market Bonds Becoming the Safer Bet?
Emerging market bonds are combining improving credit quality, attractive yields, and surprising resilience during recent crises, making them an increasingly compelling source of income and diversification as fiscal risks rise across developed markets.
Are Emerging Market Bonds Becoming the Safer Bet?
Emerging market bonds are combining improving credit quality, attractive yields, and surprising resilience during recent crises, making them an increasingly compelling source of income and diversification as fiscal risks rise across developed markets.
The Hidden AI Risk Inside Investment-Grade Bonds
The massive debt needed to finance the AI infrastructure boom is increasing technology exposure within investment-grade bond indexes, potentially making active management and international diversification more valuable for investors.
The Hidden AI Risk Inside Investment-Grade Bonds
The massive debt needed to finance the AI infrastructure boom is increasing technology exposure within investment-grade bond indexes, potentially making active management and international diversification more valuable for investors.
Beyond Stocks and Bonds: The Rise of Option Income ETFs
Option income ETFs can give investors a new source of portfolio income and diversification by using options to generate high yields, potentially reduce volatility, and complement traditional stock and bond allocations.
Beyond Stocks and Bonds: The Rise of Option Income ETFs
Option income ETFs can give investors a new source of portfolio income and diversification by using options to generate high yields, potentially reduce volatility, and complement traditional stock and bond allocations.
Vanguard Just Made an Unlikely Active Management Alliance
Vanguard’s decision to tap longtime rival T. Rowe Price as a subadvisor highlights the changing active-management landscape while giving both firms new opportunities as fund flows, ETFs, and competitive relationships evolve.
Vanguard Just Made an Unlikely Active Management Alliance
Vanguard’s decision to tap longtime rival T. Rowe Price as a subadvisor highlights the changing active-management landscape while giving both firms new opportunities as fund flows, ETFs, and competitive relationships evolve.
Municipal Bonds Are Paying Up: Why Today’s Yields Deserve a Closer Look
Municipal bonds are offering some of their richest yields in years, combining attractive tax-free income with strong credit quality, favorable supply trends, and new opportunities through active ETFs.
Municipal Bonds Are Paying Up: Why Today’s Yields Deserve a Closer Look
Municipal bonds are offering some of their richest yields in years, combining attractive tax-free income with strong credit quality, favorable supply trends, and new opportunities through active ETFs.
Treasury Bonds: The Risk-Free Asset Is Looking a Little Riskier
Rising deficits, persistent inflation and increasingly price-sensitive buyers are challenging Treasuries’ risk-free reputation, forcing investors to rethink how long-term government bonds fit within their portfolios.
Treasury Bonds: The Risk-Free Asset Is Looking a Little Riskier
Rising deficits, persistent inflation and increasingly price-sensitive buyers are challenging Treasuries’ risk-free reputation, forcing investors to rethink how long-term government bonds fit within their portfolios.
Active Managers May Have an Edge in Dividend Stocks
Dividend growth investing combines rising income with quality and long-term return potential, while active ETFs can help investors identify tomorrow’s dividend leaders before they appear in traditional passive indexes.
Active Managers May Have an Edge in Dividend Stocks
Dividend growth investing combines rising income with quality and long-term return potential, while active ETFs can help investors identify tomorrow’s dividend leaders before they appear in traditional passive indexes.
Crypto Goes Active: The Next Evolution of Digital Asset ETFs
As crypto becomes a mainstream portfolio asset, the rise of active ETFs is giving investors new ways to navigate digital currencies through professional token selection, options strategies, staking, and risk management.
Crypto Goes Active: The Next Evolution of Digital Asset ETFs
As crypto becomes a mainstream portfolio asset, the rise of active ETFs is giving investors new ways to navigate digital currencies through professional token selection, options strategies, staking, and risk management.
Bond Investing Is Getting Harder: Why Today’s Market Demands Both Offense and Defense
As fixed income markets grow more complex, investors may benefit from combining defensive positioning with tactical opportunities across municipal bonds, corporate credit, securitized debt, and emerging markets.
Bond Investing Is Getting Harder: Why Today’s Market Demands Both Offense and Defense
As fixed income markets grow more complex, investors may benefit from combining defensive positioning with tactical opportunities across municipal bonds, corporate credit, securitized debt, and emerging markets.
Where Active ETFs Can Add the Most Value
As active ETFs continue to reshape portfolio construction, investors may achieve better long-term results by using them selectively in market segments where skilled managers have the greatest opportunity to outperform.
Where Active ETFs Can Add the Most Value
As active ETFs continue to reshape portfolio construction, investors may achieve better long-term results by using them selectively in market segments where skilled managers have the greatest opportunity to outperform.
High Yield Bonds Are Becoming a Strong Alternative to Private Credit
As the return advantage of private credit narrows and liquidity risks become more apparent, traditional high-yield bonds are offering investors an increasingly compelling combination of attractive yields and stronger credit quality.
High Yield Bonds Are Becoming a Strong Alternative to Private Credit
As the return advantage of private credit narrows and liquidity risks become more apparent, traditional high-yield bonds are offering investors an increasingly compelling combination of attractive yields and stronger credit quality.
Bond Investors Finally Have the Wind at Their Backs
High-yield municipal bonds offer investors a compelling combination of attractive tax-free income and historically lower default rates than corporate junk bonds.
Bond Investors Finally Have the Wind at Their Backs
High-yield municipal bonds offer investors a compelling combination of attractive tax-free income and historically lower default rates than corporate junk bonds.
Optimizing Equity Portfolios with Enhanced Equity ETFs
As investors face greater market uncertainty and lower long-term return expectations, enhanced equity ETFs are emerging as a smarter core portfolio solution
Optimizing Equity Portfolios with Enhanced Equity ETFs
As investors face greater market uncertainty and lower long-term return expectations, enhanced equity ETFs are emerging as a smarter core portfolio solution
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Popular Articles
1
News
How Advisors Are Unwinding Concentrated Stock Positions Before Year-End (Prompt Included)
Jason Kirsch
|
Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use...
2
It’s Time to Trade Passive Bond ETFs For Active Ones
Aaron Levitt
|
With bond yields near multi-decade highs, active fixed-income ETFs could offer investors an...
3
News
How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Jason Kirsch
|
Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
