Pioneer Natural Resources

Hess

United States Steel

Discover

ANSYS

Equitrans Midstream

Catalent

Juniper Networks

M.D.C. Holdings

Capri Holdings Ltd

IQ Merger Arbitrage ETF

MNA tracks an index that uses a merger arbitrage strategy with long exposure to takeover targets and short exposure to broad global equity indexes.

First Trust US Equity Opportunities ETF

Renaissance IPO ETF

After two years of subdued dealmaking, key Wall Street banks have been witnessing a resurgence in investment banking activity.

Wall Street Investment Banking Gains Momentum: ETFs in Focus

ProShares Merger ETF

SPDR S&P 500 ETF Trust

After a weak M&A year of 2023, things are looking bright for space due to chances of Fed rate cuts, higher pent-up demand and improving financial markets.

M&A to Bounce Back in 2024? ETFs in Focus

MNA IQ Merger Arbitrage ETF is a fund that focuses on investing in companies involved in mergers and acquisitions. The fund uses a strategy called merger arbitrage to profit from price discrepancies between the target company's stock and the offer price. Mergers are highly scrutinized transactions, especially for certain regulated sectors.

MNA: Merger Arbitrage Fund That Fails To Impress

After several quiet years, global M&A activity gathered steam early in 2024 following a flurry of deals. The deal value surged 55% year over year to $425 billion, signaling a robust revival in the sector.

ETFs to Make the Most of the M&A Comeback

ALPS Medical Breakthroughs ETF

With lower interest rates now in sight and renewed confidence in the stock market, deal making activity should pick up in 2024 after a slow couple of years. For retail investors, this could lead to new opportunities to invest in emerging industries and the potential to capture early returns.

How ETF Investors Can Take Advantage of Deal Activity

As we move into 2024, optimism around a comeback year for deal-making exists. However, the M&A landscape continues to evolve, with private equity becoming an increasingly attractive option for companies and investors seeking smoother and more predictable exits.

What Lies Ahead of M&A ETFs in 2024?

First Trust Preferred Securities & Income ETF

Invesco S&P 500 Equal Weight ETF

The 60/40 portfolio strategy was thought to be dead and buried. And yet, it made a comeback in 2023, up more than 11% through the end of November.

Modernizing a Classic: 3 Fresh Takes on How to Play the 60/40 Portfolio Strategy

IQ Hedge Multi-Strategy Tracker ETF

At Exchange 2023, IndexIQ's CIO Sal Bruno spoke with NYSE's Judy Shaw about “helping clients build better diversified portfolios” with alternatives ETFs. See more: “IndexIQ Launches Active CBRE Real Assets ETF” Coming out of 2022, bonds failed to provide the diversification needed to offset the equity market drawdown.

NYSE's ETF Leaders: IndexIQ's Sal Bruno

Cambria Core Equity ETF

Amplify CWP Dividend & Option Income ETF

As investors, we are trained to measure historic price as the mark on successful decision making. No matter how you cut it, the loss of $18 trillion in global stock markets, as stated in a recent Fortune- Bloomberg article written by Jan-Patrick Barnert, is staggering and has left most investors “wondering about 2023”; especially growth investors.

Structure Matters: Losses of $18 Trillion in Stocks Favor Alternatives

Dealmaking in the global M&A market has been somewhat muted in 2022 due to a global growth slowdown.

M&A ETF Beats S&P 500 in 2022: What Awaits in 2023?

Activision Blizzard

Mandiant

Microsoft

Twitter

Warren Buffett found another way to find "free money" in the S&P 500, and there's still time for you to beat him to it. The post You Can Still Beat Warren Buffett To 7 'Free Money' Stocks appeared first on Investor's Business Daily.

You Can Still Beat Warren Buffett To 7 'Free Money' Stocks

In challenging economic times, large-cap companies are often better suited to weather the difficult environment than smaller ones, providing an increased opportunity for mergers and acquisitions in the long term. While historically mergers have declined in frequency in economic downturns, the Fed is currently anticipating a soft landing in this cycle of tightening, while positioning [.

Why It's the Season for Merger Arbitrage and How to Invest

U.S. M&A activity totaled $2.5 trillion in 2021, breaching the 2015 peak. Though rising rate worries and a tumbling stock market are drags on the M&A activity in 2022, cash cushion and some emerging trends may buoy this corporate activity this year as well.

After a Solid 2021, Can M&A & Its ETF Soar in 2022?

As global merger and acquisitions activity picks up this year on the low interest rate environment and rising stock prices, investors can look to M&A-themed exchange traded funds to capture the increased deal-making. According to Refinitiv data, the total value of pending and completed deals announced in 2021 has already hit $3.6 trillion year to [.

ETFs to Target Deal-Making in a Record Year of M&A Activity

Invesco Buyback Achievers ETF

SPDR S&P Dividend ETF

With COVID-19 vaccination taking momentum, the outlook for large U.S. companies' corporate actions is looking bright.

Vaccination & Economic Recovery to Boost These ETFs

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Vanguard Total World Stock ETF

Even a little money can go a long way if you buy the right stocks and ETFs.

Got $1,000? Here's How to Buy the Dip Right Now

Indexiq ETF Tr Shs IQ Hedge Macro Tracker

IQ Hedge Event-Driven Tracker ETF

IQ Hedge Long/Short Tracker ETF

IQ Hedge Market Neutral Tracker ETF

Advisors often ask how to pick the best liquid alts strategy to diversify their clients' portfolios. This is a fair, if not critical, question as alternatives strategies span a wide range of investment objectives and are often suited for specific market conditions.

Optimizing the 60/40 Portfolio Through Varying Market Conditions with Liquid Alts

This M&A ETF hits a new 52-week high. Are more gains in store for this ETF?

M&A ETF (MNA) Hits New 52-Week High

It was a great Q3 for mergers and acquisitions (M&A) that were on hold amid the peak of coronavirus-led lockdowns.

After a Solid Q3, Can M&A ETF Soar in Q4?

By Salvatore Bruno, Chief Investment Officer and Managing Director, IndexIQ Not all risks are created equal; looking at merger arbitrage through a managed risk lens That risk and reward are related is a key tenet of Modern Portfolio Theory (MPT) and portfolio construction. To achieve a return above the risk-free rate, usually figured as the yield [.

Risk versus Reward in MNA

Mergers and acquisitions had a great third quarter as deal activities that were on hold amid the peak of coronavirus-led lockdowns opened the floodgates.

After a Record Q3, Can M&A Soar in Q4? ETFs in Focus

A backlog of mergers and acquisitions were put on hold as a result of the Covid-19 pandemic. Now, however, the floodgates are open and an outpouring of M&A activity is set to hit the capital markets through the rest of 2020.

Merger Activity Increased Despite the Covid-19 Pandemic

Invesco S&P Spin-Off ETF

Corporate actions like IPOs, M&A and spinoffs are picking up pace. These ETFs may benefit.

How Corporate Action ETFs Work

Fitbit

Livongo Health Inc

Red Robin

Tiffany & Co.

Wright Medical Group

Craft Brew Alliance

Merger Arbitrage Analysis And Spread Performance - September 20, 2020

America Movil SAB de CV

Gilead Sciences

Immunomedics

NVIDIA

Verizon

After tumbling to the lowest level in more than a decade in the second quarter, global M&A activity gathered steam in September following the flurry of latest deal activities.

News for IQ Merger Arbitrage ETF ETF (MNA)