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New products on the shelf
“A brief credit scare in October underscored those risks. But the overall positive landscape for bonds — along with ETF innovations that tap into options trades like box spreads — is fueling more borrowing and debt-tied investment vehicles, according to Brian Jacobs, a portfolio manager and investment strategist with asset management firm Aptus Capital Advisors. In May, his firm launched the Aptus Deferred Income ETF (ticker: DEFR), which seeks to outperform the Bloomberg U.S. Aggregate Bond Index through fixed-income exposure with options and a design that delays taxable distributions and reduces the accompanying payments to Uncle Sam.”
Read the full article on Financial Planning.com.
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