The US, and other countries around the world, are accelerating transitions to Electronic Vehicles (“EV”) to address oil dependence and climate change. This provides investors with multiple potential investment opportunities, as well as presents some challenges. Baseline current EV facts Less than 1% of the country’s 250M vehicles today are EV. The US is aiming …
Alternative investments (“AI”) can provide private investors a way to participate in investment vehicles and with management teams they otherwise would not have access to. They diversify portfolios in ways that often have a lower correlation to stock markets and can offer higher returns than a straight stock and bond portfolio. AI investments include private …
A recent Elite RIA Study indicated several common characteristics. Elite RIAs are more likely to use specialists in virtually every area except technology. This allows for a team-based approach that helps land bigger clients and allows professionals to focus on what they do best. Using Investment Specialists allows multiple advisors to work on client needs, …
S&P Global* reports that CUSIP* request volume surged significantly across corporate and municipal issuers, reversing a trend of flat to declining volumes of the prior two months. The September volumes were driven by an almost 85% monthly increase in requests for corporate debt identifiers and an 18% request for corporate equity identifiers. North American corporate …
CUSIP Volume Surges in September Led by Higher Corporate and Municipal Totals