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Top related persons:
Jay Hatfield - 1 we're - 1 CNBC's - 1 Hatfield - 1 Robert Hum - 1 It's - 1 it's - 1 Hum - 1
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Preferred - 2 Infrastructure Capital - 1 Virtus InfraCap U.S - 1 Preferred Stock ETF - 1 SLM Corporation - 1 Trust - 1 JPMorgan Asset Management - 1 Nasdaq Equity - 1

Search resuls for: "Preferred Stock ETF"


5 mentions found


☆ Fed rate cuts should favor preferred stocks, Virtus money manager says
  + stars: | 2024-10-05 | by ( Krysta Escobar | ) www.cnbc.com   time to read: +1 min
One financial firm is trying to capitalize on preferred stocks – which carry more risks than bonds, but aren't as risky as common stocks. Infrastructure Capital Advisors Founder and CEO Jay Hatfield manages the Virtus InfraCap U.S. Preferred Stock ETF (PFFA) . Since its May 2018 inception, the Virtus InfraCap U.S. Preferred Stock ETF is down almost 9%.
Persons: Jay Hatfield, we're, CNBC's, Hatfield Organizations: Infrastructure Capital, Virtus InfraCap U.S, Preferred Stock ETF, SLM Corporation, Preferred
☆ Low volatility ETFs have outperformed the market in this summer swoon. Here's what to know
  + stars: | 2024-08-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +6 min
To start, the major funds that are marketed as "low volatility" or "minimum volatility" have been living up to the label. JPMorgan Asset Management has been a leader in this area, with Equity Premium Income ETF (JEPI) and Nasdaq Equity Premium Income ETF (JEPQ) now holding more than $48 billion in combined assets, according to FactSet. Another area is preferred stock funds. The biggest preferred stock ETF, the iShares Preferred & Income Securities ETF (PFF) , has gained 0.5% in the third quarter, though it has dipped 1.4% over the past month. "And those call features of a growing part of the preferred market has also helped in terms of the rate volatility and the impact."
Persons: Robert Hum, It's, it's, Hum, Yang Tang, John Burrello, Gary Kessler, Dodd Frank, Kessler Organizations: Trust, JPMorgan Asset Management, Nasdaq Equity, Nasdaq, Income Securities ETF, Goldman Sachs Asset Management, Preferred, Hybrid Securities, Federal Reserve Locations: BlackRock
☆ Bank of America warns that the time-tested 60/40 portfolio strategy is on its deathbed — but you can still profit by making these 11 investments
  + stars: | 2023-06-21 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
The 60/40 portfolio doesn't work anymore, according to Bank of America. If the 60/40 portfolio was on life support last year, this year its demise is now "confirmed," Woodard wrote. Bonds require 40% of the assets in a 60/40 portfolio but have delivered only 25% of the returns since 1920, he noted. Weak bond returns will lead to "another lost decade" for the 60/40 portfolio, in Woodard's words. For income, Bank of America's researchers unveiled a strategy called "dynamic prudent yield" that promises to beat bond indexes while carrying less risk.
Persons: Bonds, Jared Woodard, Woodard, Woodward, Schwab Organizations: Bank of America, Bank of, RSP, Vanguard, Energy, P Metals, Mining, Uranium, Research, Government Bond ETF, First Trust, Income, Muni Bond ETF, Muni, Blackstone Senior Loan, of America, Bond, SPDR Bloomberg Convertible Securities ETF, US, iShares, Securities ETF, VanEck Preferred Securities, Financials, Bloomberg, Treasury Bond ETF, Treasury
☆ A leading fund manager warns that regional banks could cause 'financial Armageddon' — unless the government makes 2 crucial moves immediately
  + stars: | 2023-03-19 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
Financial stress stemming from Silicon Valley Bank's collapse could spread, a top fund manager said. But that in itself is becoming an under-the-radar issue, he noted, as large banks' strength is now coming at the expense of regional banks — even those without issues. Since most regional banks aren't classified as "systemically important," their clients would be out of luck in the event of a bank failure, Hatfield noted. Unless the FDIC insures all deposits at all banks, Hatfield said that there will be no reason to put money in a non-protected regional bank. So they'll have a negative interest margin, they'll lose money, they'll get downgraded, and they'll go out of business."
☆ 2023 looks good for the market — especially for one 'extremely attractive' asset class: Fund manager
  + stars: | 2023-01-03 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
The S & P 500 is currently at around 3,839. Based on the current yield of 3.75%, the S & P 500 is "fairly valued" at 3,800 — implying no upside. 'Conviction themes' in 2023 Hatfield highlighted the "conviction investment themes" he expects to be very attractive in 2023. One asset class he highlighted was preferred stocks, which have the characteristics of both stocks and bonds . "We believe that preferred stocks are extremely attractive now as most are trading at more than a 20% discount to par.
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