Blog Posts

A commodity trading advisor (CTA) is a US financial regulatory term for an individual or firm that makes investment decisions on behalf of clients in the commodities and commodity futures markets. This may include services related to trading future contracts, swaps, or commodity options. CTAs are responsible for trading managed futures accounts. CTA managed futures are an increasingly popular product […]

In this article, we’re going to cover more than 25 of the most common types of equity offerings and security types. What are equity offerings? An equity offering is when a company sells its shares in the open market. This can be done through an equity dealer or on a stock exchange. There are many […]

Corporate restructuring, corporate transactions, and other catalyst-based events in markets are often referred to as special situations. There are many traders, investors, and other market participants who base a portion or all of their strategy on special situations. We’ll cover the various types of special situations, which popularly include spin-offs and divestitures, share repurchases, security issuance or repurchase, […]

Environmental, social, and governance (ESG) considerations are increasingly driving corporate strategy in asset classes globally. When these issues impact policymaking the decisions of capital providers and allocators, they will impact prices, making them relevant to everyone’s trading and investing at some level. But when it comes to developing real estate, is the environmental impact a critical […]

Exchange-traded notes (ETNs) are unsecured, senior debt securities issued by an underwriting bank and traded on a major exchange. ETNs represent a promise by the issuing institution to pay the note holder a cash amount equal to the performance of a specified market index, minus fees and expenses. ETNs are similar to other debt securities, […]

Miami, Florida is the first US city to earn revenue from a city-branded cryptocurrency project. It obtained about $5.25 million from the launch of “MiamiCoin”. Miami plans to use MiamiCoin to fund city projects and give residents a way to engage with their government. However, buyers of the MiamiCoin haven’t had the best experience owning […]

Credit derivatives are a type of financial contract that allow investors to hedge or speculate on credit risks. They came into popularity in the early 1990s in the aftermath of a slow-moving global credit crisis that heavily hit commercial real estate (and especially Japan’s economy) and the savings and loan (S&L) industry. Credit derivatives can […]

Hedge fund strategies are generally placed into a few different buckets. The main overaching categories of hedge fund strategies include: global macro statistical arbitrage event-driven directional relative value distressed investing Each of these strategies employs a different approach to investing and comes with its own unique risks and reward profile. There are also numerous sub-strategies […]

When you buy an asset such as a stock, you’re putting up a lump sum payment in exchange for an expected income stream over time. These future payments you’ll receive are determined by four main things. The Big Four inflation growth (the sum of the growth in productivity plus the labor force) risk premiums, and […]

The popularity of cryptocurrency has created a balancing act that traders and investors may have to consider – how to balance the upside of bitcoin and cryptocurrency against its inherent environmental, social, and governance (ESG) impacts. Even for market participants that aren’t particularly concerned about these environmental, social, and governance matters, other players in the […]