On the latest episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson to discuss investing in notes structured around single stocks, the difference between hard and soft protection, what the Catapult Note is, Halo’s annuity and annuity servicing capabilities for advisors, and more!
ORIGINAL CONTENT PROVIDED BY: Animal Spirits
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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...