Is Your Fixed Income Manager Delivering Tax Alpha?

Published on January 17, 2025

Reflecting ongoing uncertainty around inflation and the trajectory of monetary policy, yield volatility posed challenges in 2024. Yet it also highlighted the importance of tax-efficient strategies like loss harvesting in fixed income portfolios.

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A US ETF Split Surge in Q4 2024: Digging Into the Data and What It Means for Investors

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Something unusual came down the chimney late last year. During the holidays and the preceding weeks, there were a slew of splits among US ETFs – the most in the past four years, according to Wall Street Horizon’s data.