Periods of market turbulence have long been a test of investor conviction. When uncertainty grips financial markets—driven ...

Are you looking for an investment to diversify your portfolio? Structured products have a unique pricing model and can expose your portfolio to certain markets while mitigating some of the risks. They ...

Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to ...

Structured products are useful in that they help invest money for a specific purpose for a specific time frame. Typically, structured products are available only to sophisticated investors holding a ...

Raising capital for a lower-middle market business is tricky and always has been. Not quite large enough to grab institutional lenders’ attention, yet not small enough to not need a good chunk of ...

Structured products, also called structured notes, are customized versions of existing investments. A recent example is this offering from Morgan Stanley MS. Sold in June 2022, the company’s ...

Today, most retail investors follow the “asset allocation” model of previous generations utilizing a combination of cash, public stocks and bonds. Many financial professionals, in fact, continue to ...

An example of that might be, say, an equity position on the Taiwan market, where occasionally there are frictions with China and you can get sudden movements in that market. So we tend to integrate ...

The Structured Products market makes up nearly $11 trillion of U.S. public and private bond market debt. Banks employ financial engineering to transform a variety of assets, such as residential and ...