As private markets continue to mature, structured equity has moved firmly into the mainstream. Whether used in growth capital deals, buyouts, or real estate transactions, it offers investors a ...

The convertible bond market is one of the few where equity volatility is beneficial as movements in the underlying share price make the embedded equity option more valuable. The equity-linked market ...

The early-redemption features of TARNs, RACs and accumulators bring serious digital exposure to the trading book. The unwinding cost of the bond component, the coupon payment and the loss of ...

Preferred equity investing is on the rise amid a search for yield and a fall in the number of high-quality assets coming to market. Here we explore the growing appeal of preferred equity instruments, ...

In the current economic landscape, characterized by higher interest rates, lower valuations, and considerable dry powder sitting on the sidelines, companies are increasingly turning to a mix of ...

Equity-linked note ETFs provide diversified access to derivative income strategies while helping advisors manage operational ...

Craig Douglas, Stanley Black & Decker’s treasurer, is renowned for his financial acumen. Whether it was a novel floating-rate convertible bond in 2007, the reopening of the bond market at the height ...

Our firm, FP Transitions, keeps a database on thousands of advisory firms, looking at data such as valuations. Our recent look into this data revealed a powerful truth: The most valuable firms are ...

A recent analysis of the FP Transitions database—backed by over 17,000 firm valuations—revealed a powerful truth: the most valuable financial advisory firms are those that invest in next-generation ...

I’m a 52-year-old HNI with a diversified portfolio across real estate, equities, and bonds. My advisor suggested allocating ₹50 lakh into Market-Linked Debentures as a part of structured products ...