(22:00) Ray Carroll and Jacob Greene join host Anu Rajakumar to unpack 130/30 tax-managed equity—what it is, why active extension matters, and practical ways to use customized SMAs for tax-loss harvesting and diversification.
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.