Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
The municipal bond market’s complexity creates opportunity for active managers who know where to look. Adam Weigold, Senior Portfolio Manager and Head of Municipal Bonds at Manulife Investment Management, explains how JHMU seeks to capture value through sector rotation, credit research, and tactical positioning. With more than 60,000 issuers and 1.2 million CUSIPs, the muni market rewards managers who can identify inefficiencies—and avoid potential pitfalls before they materialize.
As volatility returns and valuations stretch, advisors are revisiting strategies that balance income with risk mitigation. The Cullen Enhanced Equity Income ETF (DIVP) seeks to address both through value-oriented stock selection and selective options overlays. Catherine Howse of Schafer Cullen Capital Management explains how the fund’s disciplined approach aims to deliver consistent income while preserving meaningful equity participation—and why the distinctions between covered call strategies matters more than ever.