North America News

BofA: tactical diversification can help with macro shifts

North America | Indices

9h by Summer Wang

Bank of America (BofA) has 14 indices referenced in the US annuity market with nearly US$24 billion in assets.

Canada Market Review, Q1 2024: strong quarter, CIBC issuance up 50%

North America | Products

01 May 2024 by Summer Wang

Amid a robust quarter for the overall market, CIBC has come up on top by issuance, replacing BMO Capital Markets (BMO).

Citi US structured notes lean on single stocks in Q1

International | Products

30 Apr 2024 by Summer Wang

Single stocks have become the preferred underlying for the US bank's structured notes issuance in its home market in Q1 2024.

SEC: structured notes, EQD represent small portion in fund space

North America | Products

29 Apr 2024 by Summer Wang

A new report issued by the SEC offers new insight on the use of structured notes and derivatives in the US registered funds segment which is worth US$26 trillion in total.

Spotlight on the Magnificent 7… Tesla delivers

North America | Products

26 Apr 2024 by Summer Wang

We analysed the performance of US structured products linked to the EV marker, which has reported a plunge in its quarterly profit this week.

US fiduciary rule out, fixed indexed annuities covered

North America | Products

25 Apr 2024 by Summer Wang

The long-awaited rule imposes fiduciary duties on investment advice on fixed index annuities (FIAs), citing ‘complexity’.

GS achieves record sales in US, strong markets revenue in Q1

International | Industry

24 Apr 2024 by Summer Wang

A strong first quarter has propelled the US bank’s SEC-registered structured note sales to a quarterly record.

US Market Review, March 2024: JPM racks up US$770m with two convertibles

North America | Market Reviews

18 Apr 2024 by Summer Wang

Two heft deals booked by J.P. Morgan have sent the SEC-registered structured note market up to a monthly record.

Invesco debuts actively managed option ETFs in US

North America | Products

17 Apr 2024 by Summer Wang

The American investment manager has filed to launch two exchange-traded funds (ETFs) actively managed through an options-based income strategy.