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Earth Day Brings Climate Change Investing Into Focus

Earth Day Brings Climate Change Investing Into Focus
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The Inflation Or Disinflation Debate Continues

Several positive developments over the last several months have dramatically improved the near-term outlook for the economy. Accelerating vaccine rollouts, increasing business activity, continued monetary policy, and substantial new doses of fiscal spending contribute to the potential for higher economic output. All these factors, however, are also increasing concerns about inflation, and rightly so. The good news is there is plenty of commentaries that provide valuable updates and insights for investors to monitor the situation. The less good news is there is no easy answer to the debate between inflation and deflation/disinflation. A significant challenge, then, is figuring out how to incorporate an uncertain path for inflation into an investment strategy.

Harley Bassman Wants to Prove History Wrong With a New CDS Fund

The Simplify Credit Hedge ETF (CDX) is designed to pay off when turmoil hits credit markets. Katie Greifeld | Mar 12, 2021   (Bloomberg) Making cash in the world of credit insurance typically involves a special license and strategies that cost millions of dollars to run. Rates expert Harley Bassman wants to do it in a low-cost exchange-traded fund. Bassman, who created the MOVE Index to track Treasury volatility, is co-manager for the Simplify Credit Hedge ETF (ticker CDX), a proposed new fund that will invest up to 50% of its assets in credit-default swap index payer options, according to a filing Tuesday. Those are derivatives that allow investors to either hedge their position in a company’s bonds or to make a directional wager.

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