On this episode of Animal Spirits, Matt Radgowski joins Michael Batnick and Ben Carlson to discuss customizing your client’s assets with Structured Notes, utilizing Notes as a portfolio hedge, Halo’s latest innovations, and more!
ORIGINAL CONTENT PROVIDED BY: Animal Spirits
Please see our Halo Disclaimer for other important disclosures.
Key Takeaways: Principal Protected Structured Notes blend downside protection with market-linked upside participation Today’s higher interest rates may enhance potential returns compared to past cycles Tradeoffs matter: maturities, caps, participation rates, and...
CHICAGO and AUSTIN, April 21, 2026 /PRNewswire/ -- Halo Investing ("Halo"), a technology-first wealth management platform for protective investing, and Ironlight Group Inc. ("Ironlight"), a financial technology company developing regulated marketplace infrastructure...
Key Takeaways: Rising stock-bond correlations challenge traditional diversification and long-standing 60/40 assumptions Clients would like growth, income, and protection — without the usual tradeoffs Structured Note SMAs are designed to provide a flexible,...
What’s Ahead: Stocks and bonds declined last month as geopolitical tensions and oil prices surged, increasing equity market volatility and macro uncertainty Rising yields and energy-driven inflation reshaped intermarket dynamics, challenging traditional...