Asset Management Market Analysis

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IYW: Technology And The P/E Barrier (Downgrade)
Seeking Alpha· 2025-09-05 21:15
Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...
Not The Usual High Yield: The CDX Case
Seeking Alpha· 2025-09-04 11:00
Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...
Don't Confuse Convertible Bonds With ICVT
Seeking Alpha· 2025-08-17 20:25
专栏定位与使命 - 专注于资产管理行业的金融分析和定量研究 [1] - 由拥有银行和金融分析平台经验的研究员Tommaso Scarpellini主动管理 [1] - 结合严格数据分析的见解与对ETF等热门工具的可操作意见和评级 [1] - 旨在提供深入分析以帮助投资者在不断变化的市场中做出明智决策 [1] 内容性质与作者背景 - 内容基于个人观点且不构成财务建议 [3] - 作者无任何提及公司的股票或衍生品头寸 [2] - 作者与提及公司无业务关系且未获得除Seeking Alpha外的补偿 [2] 平台声明与免责 - 过去表现不保证未来结果且不提供投资适宜性建议 [4] - 平台非持牌证券交易商、经纪商或美国投资顾问/投行 [4] - 分析师包括未受机构或监管机构许可的第三方作者 [4]
XOVR Draws You In With SpaceX, But It Remains A Tech-Edge Fund
Seeking Alpha· 2025-08-07 20:06
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The author expresses only personal opinions and does not provide financial advice. The content is for ...
With WEEK, You Wait For Friday For A "T-Bill Paycheck"
Seeking Alpha· 2025-08-02 13:35
专栏定位与使命 - Financial Serenity是一个专注于资产管理行业的金融分析和定量研究专栏[1] - 该专栏由资深金融研究员Tommaso Scarpellini管理,其在银行和金融分析平台拥有丰富经验[1] - 旨在深入分析驱动资产管理市场的动态[1] - 结合严格的数据分析与可操作的投资意见,提供对ETF等热门工具的评级[1] - 使命是为投资者提供有价值的数据驱动视角,帮助其在不断变化的市场中做出明智决策[1] 内容性质 - 专栏内容仅代表作者个人观点,不构成财务建议[3] - 内容仅供信息参考,不应被视为投资建议[3] - 作者对基于该内容的投资决策不承担任何责任[3] 免责声明 - 作者未持有任何提及公司的股票或衍生品头寸,且未来72小时内无相关交易计划[2] - 作者与任何提及公司无业务关系[2] - 数据不保证准确性,作者对数据使用不承担法律责任[3]
Replacing AGG With 2 ETFs That Cost At Least 8× More Can Make Sense
Seeking Alpha· 2025-07-22 20:28
The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the u ...
ARKQ: Alpha Is There, But It's Hidden Between The Lines
Seeking Alpha· 2025-07-18 21:29
资产管理行业分析专栏 - 专栏专注于资产管理行业的财务分析和定量研究 由资深金融研究员Tommaso Scarpellini管理 其在银行和金融分析平台有丰富经验 [1] - 目标是通过深入分析揭示驱动资产管理市场的动态因素 结合严格的数据分析和可操作的投资观点 [1] - 提供对ETF等热门资产管理工具的评级和见解 帮助投资者在不断变化的市场中做出明智决策 [1] 专栏内容性质 - 内容基于作者个人观点 不构成财务建议 仅供信息参考 [3] - 不保证数据的准确性 用户需自行承担使用数据的风险 [3] - 建议投资者在决策前自行研究或咨询财务顾问 [3] 第三方作者属性 - 分析师可能包含专业投资者和未持牌的个人投资者 [4] - 发表的观点不代表Seeking Alpha整体立场 [4] - 平台本身不持有证券交易牌照或投资顾问资质 [4]
It Is Time To Leave SIL And Return To SLV
Seeking Alpha· 2025-07-17 01:20
专栏定位与内容 - Financial Serenity是一个专注于资产管理行业的金融分析和定量研究专栏 由资深金融研究员Tommaso Scarpellini管理 其在银行和金融分析平台拥有丰富经验 [1] - 该专栏旨在深入分析驱动资产管理市场的动态 结合严格的数据分析和可操作的投资观点 提供对ETF等热门工具的评级 [1] - 使命是为投资者提供有价值的数据驱动视角 帮助在不断变化的市场中做出明智决策 [1] 分析师背景 - 专栏作者Tommaso Scarpellini是经验丰富的金融研究员 专注于银行和金融分析平台领域 [1] 内容免责声明 - 专栏内容仅代表作者个人观点 不构成财务建议 [3] - 所有数据和分析仅供参考 不保证准确性 用户需自行承担使用风险 [3] - 建议投资者在做出任何投资决策前进行独立研究或咨询财务顾问 [3] 平台性质说明 - Seeking Alpha并非持牌证券交易商 经纪商或美国投资顾问 [4] - 平台分析师包括专业投资者和个人投资者 部分未获得监管机构认证 [4]