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Search resuls for: "PFIX"


7 mentions found


☆ Best investments ever: 7 Wall Street heavyweights reveal the single-best trades of their careers
  + stars: | 2024-05-30 | by ( James Faris | Laila Maidan | William Edwards | ) www.businessinsider.com   time to read: +16 min
We asked seven pro investors to identify the best trades of their careers and explain how the lessons from those decisions still apply today. The CBOE Volatility Index, also known as the VIX, shot above 40, essentially meaning traders were betting that the stock market would be exceptionally rocky over the following month. Jeff Muhlenkamp, lead portfolio manager at Muhlenkamp & CompanyJeff Muhlenkamp Muhlenkamp & CompanyJeff Muhlenkamp's namesake Muhlenkamp Fund (MUHLX) has been in the top 3% of its category in the past half-decade, thanks to trades like one he pulled off on Chinese internet firm Baidu (BIDU). "I pretty much expected, 'OK, if I get a double out of this in five years, I'll be happy' — that's pretty decent money," Muhlenkamp said. He noted that industrials within the Russell Mid Cap value index have returned 116% over the previous five years.
Persons: —, That's, Michael Burry, Warren Buffett, Berkshire, Rob Arnott, Tim Boyle, Arnott, I'd, Bob Elliott, Bob Elliott's, Elliott, Jeff Muhlenkamp, Jeff Muhlenkamp Muhlenkamp, Jeff Muhlenkamp's, Muhlenkamp, you've, Sona Menon, Cambridge Associates Sona Menon, Bryant VanCronkhite, Allspring Bryant VanCronkhite Allspring Bryant VanCronkhite, VanCronkhite, Russell, industrials, James Davolos, Davolos, George Patton, Harley Bassman, Harley Bassman's, Bassman, Merrill Lynch, I'm Organizations: Service, American Express, Business, Research, Bloomberg, Getty, Bridgewater Associates, Treasury, Securities, Muhlenkamp, Baidu, Google, North, Cambridge Associates, Allspring, Horizon Kinetics, Opportunities Fund, Credit Suisse Locations: industrials, West Africa, New York City, Guinea
☆ This ETF is soaring in August as the market swoon revives winning trades from 2022
  + stars: | 2023-08-19 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +1 min
The fund is up 21% month to date, as of Aug. 17, according to FactSet. PFIX 1M mountain The Simplify PFIX fund has surged in August. The Simplify fund uses over-the-counter derivatives, including so-called "swaptions," in an effort to guard against rising interest rates and benefit from volatility in fixed income markets. The August rally for PFIX is reminiscent of 2022, when it rose nearly 90% as the Federal Reserve aggressively hiked rates. PFIX now has $218 million in assets under management, and has had trading volume above 100,000 shares shares per day in August, according to FactSet.
Persons: PFIX Organizations: Federal Reserve, SEC
☆ Bond yields and volatility are spiking. These ETFs should benefit
  + stars: | 2023-07-06 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +3 min
Wall Street's glide toward higher stocks and falling bond yields was jolted into reverse Thursday, as surprisingly strong economic data sent bond yields soaring and stocks tumbling . For example, the iPath Series B S & P 500 VIX Short-Term Futures ETN (VXX) and the ProShares VIX Short-Term Futures ETF (VIXY) serve as bets that investor expectations of volatility will go up from here. The UVXY is designed to provide 1.5-times returns of the VIX short-term futures and was up about 8% in midday trading. Rising yields Profiting from rate spikes through bond funds can be a bit tricky. The biggest fund in that space is the iShares Floating Rate Bond ETF (FLOT) , which was little changed on Thursday.
Persons: PFIX, FLOT Organizations: Treasury, Dow Jones, US Treasury
☆ Short duration Treasury ETFs gain favor as rates reverse course and push higher
  + stars: | 2023-02-24 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
The recent move higher in Treasury yields appears to be sparking a shift back into short-term bond funds by investors. The 10-year Treasury yield is threatening to climb back above 4%, and the 6-month yield has already topped 5%. The three biggest funds for inflows over the past week were short-term Treasury ETFs, led by the iShares Short Treasury Bond ETF (SHV) , according to FactSet. When interest rates are rising, short-term bonds become more attractive for investors. The FolioBeyond Rising Rates ETF (RISR) , which invests in a slice of mortgage products that benefit from higher rates, is still under $100 million in assets despite outperforming in 2022.
☆ Energy funds were among the biggest ETF winners in 2022 — but not exclusively
  + stars: | 2022-12-28 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
In many cases, the energy funds didn't even need leverage to outperform, with plain vanilla sector funds seeing massive gains. The iShares MSCI Turkey ETF has surged in the second half of the year and has a total return of more than 100%. Even with the Turkey outlier, the list overall is still dominated by oil and gas funds, with the VanEck Oil Services ETF (OIH) generating a total return of 65%. The Advocate Rising Rate Hedge ETF (RRH) and FolioBeyond Rising Rates ETF (RISR) also did their job in buoying investors portfolios. On the inflows side, broad market funds from Vanguard and iShares were the big winners, as those two brands continued to dominate the ETF market.
☆ What cooling inflation and the Fed's reaction mean for these winning ETF trades
  + stars: | 2022-12-14 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
The combination of cooling prices and a less aggressive Fed could put pressure on a group of ETFs designed to counter inflation or rising rates — or both — that has attracted significant investor interest this year. Rising rate ETFs For example, the Simplify Interest Rate Hedge ETF (PFIX) , which has more than $350 million in assets under management, fell 2.8% on Tuesday. The FolioBeyond Rising Rates ETF (RISR) , which has raked in more than $80 million this year, was off 1.3%. Bet on falling rates, inflation? Treasury funds like the iShares 20+ Year Treasury Bond ETF (TLT) and Vanguard Intermediate Term Treasury ETF (VTIP) have expense ratios of 0.15% and 0.04%, respectively, and will rise in value as yields fall.
☆ A 35-year market veteran shares how he perfected a strategy to hedge against higher interest rates as the Federal Reserve works to stop inflation
  + stars: | 2022-09-22 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Hedging against higher interest rates has been a winning strategy as the inflation fight continues. At his new firm, the market veteran used his background in options trading and started the Simplify Interest Rate Hedge ETF (PFIX). Bassman's strategy is simply to hedge against interest rates, which have risen dramatically this year as inflation runs rampant. "What I wanted to do was to find a product to offer people direct access to rising interest rates," Bassman told Insider. "The idea that rates go down and you buy this insurance policy — truth be told — is a better strategy," Bassman said.
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