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July 2023 Private Performance Thumbnail

July 2023 Private Performance

Discover the latest private performance numbers for July and gain insights into the success of different private sectors in 9M Investments' client portfolios. Learn about impressive returns from iDirect Private Markets Fund and Blackrock Private Investments Fund. Dive into the REITs' strong performance, outshining the public REIT index despite market challenges. Explore the thriving private credit space and its advantages in a changing interest rate environment. Find out how these private investments could contribute to a smoother portfolio in the coming months.

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July 2023 ETF Investments Flows Thumbnail

July 2023 ETF Investments Flows

Discover July's ETF flows and market trends! Equities surge with $53 billion inflow, outpacing fixed income. Cryptocurrencies continue to rise, while short-duration fixed income faces outflows. Stay informed and make informed investment decisions with our market insights.

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June 2023 Private Performance Thumbnail

June 2023 Private Performance

Discover the latest performance numbers for our private investment universe in June. Exciting news about the new Blackrock Private Investment Fund. And learn about the positive monthly results for private REITs and the impressive performance of private credit funds, providing valuable insights for portfolio construction.

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Investment Case Study: Structured Income Notes Thumbnail

Investment Case Study: Structured Income Notes

Discover the benefits of structured notes for portfolio construction and income generation. Dive into our recent blog post where we explore a specific structured income note, its trade date, underlying investment, term, protection, and payment amount. Explore how these notes can boost your income in retirement and complement traditional fixed income investments.

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June 2023 ETF Investment Flows Thumbnail

June 2023 ETF Investment Flows

Discover the latest trends in ETF investments for June. I explore the winners, losers, and noteworthy returns that shaped the market. Equities, particularly those linked to the S&P 500, stole the spotlight, attracting over $18 billion in flows. Fixed income remains the year's frontrunner, outpacing equities by approximately $15 billion. Short duration fixed income experienced a decline as investors showed a clear preference for equities driven by FOMO. Carbon offset funds and crypto-based ETFs delivered impressive returns, highlighting emerging opportunities in these sectors.

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May 2023 Private Performance Thumbnail

May 2023 Private Performance

Discover the impressive May performance numbers and our newest private investment option, the iDirect Private Markets Fund. Curated by iCapital, this fund provides access to renowned private equity powerhouses Vista Equity Partners, Warburg Pincus, and KKR. Explore the true access to exclusive assets unavailable in the public market space. Despite a slight dip for Nuveen GCR, our private REITs and credit funds showcased strong performance. Achieve balance in your portfolio construction by capitalizing on public market gains while incorporating private investments. Let's discuss how this strategy can support your financial goals.

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Friday Flows: May ETF Investment Flows Thumbnail

Friday Flows: May ETF Investment Flows

Discover the latest investment trends and insights in our Friday Flows: March ETF Investment video. Dive into the winners and losers, including the surge in Fixed Income and high yield bonds, challenges faced by the financials and energy sectors, and the rise of cryptocurrency and Bitcoin investments. Don't miss our analysis on the impact of natural gas ETFs and the surprising performance of sugar. Stay informed on investment opportunities and trends with our comprehensive analysis.

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