spawns/iStock via Getty Images The Janus Henderson Securitized Income ETF ( JSI ) is an actively managed ETF focusing on high-quality, shorter-term securitized assets, including agency MBS, commercial MBS, and ABS. JSI's above-average 6.2% dividend yield, strong, albeit short, performance track record, below-average risk and volatility, and good risk-return profile make the fund a buy. JSI - Overv...
spawns/iStock via Getty Images The Janus Henderson Securitized Income ETF ( JSI ) is an actively managed ETF focusing on high-quality, shorter-term securitized assets, including agency MBS, commercial MBS, and ABS. JSI's above-average 6.2% dividend yield, strong, albeit short, performance track record, below-average risk and volatility, and good risk-return profile make the fund a buy. JSI - Overview and Investment Thesis Strategy and Portfolio JSI is an actively-managed ETF focusing on high-quality, shorter-term securitized assets. Allocations are as follows: JSI With investments in over 500 securities, JSI provides diversified exposure to securitized investments / to the fixed-income sub-asset classes above. JSI does not provide diversified exposure to the fixed-income market as a whole, as it does not invest in several major bond sub-asset classes, including treasuries and corporate bonds (minus that small 1.6% high-yield investment). JSI's more targeted portfolio means that the fund's characteristics, and hence its performance, could materially differ from that of broader bond benchmarks, including that of the larger bond index ETFs. Of particular importance is the fact that some of the fund's securitized assets tend to trade at attractive spreads to more traditional fixed-income securities of comparable credit risk. AAA CLOs are the clearest example of this, consistently trading at a spread to T-bills , although these are not one of JSI's larger investments. Spreads between benchmark mortgage and treasury rates seem to be at slightly historically above-average levels, albeit much lower than in the more recent past. MBS are securitized mortgage investments, so they benefit from above-average mortgage rates/spreads, and JSI invests quite heavily in these. Data by YCharts Risk and Volatility JSI focuses on high-quality securities, including agency MBS, with an average credit rating of AA. Although the fund focuses on investment-grade securities, it has sizable inv...
OpenAI ( OPENAI ) has launched Trusted Access for Cyber, a program designed to provide advanced cyber capabilities to defenders broadly, while scaling access with trust, validation, and safeguards. Initial recipients of the program include Socket and Semgrep , which focus on software supply chain security, and Calif and Trail of Bits , which pair frontier models with vulnerability research...
OpenAI ( OPENAI ) has launched Trusted Access for Cyber, a program designed to provide advanced cyber capabilities to defenders broadly, while scaling access with trust, validation, and safeguards. Initial recipients of the program include Socket and Semgrep , which focus on software supply chain security, and Calif and Trail of Bits , which pair frontier models with vulnerability research experts. The program has committed $10M in API credits through the Cybersecurity Grant Program. “The critical defenders joining this program protect digital infrastructure we all rely on, and will help us learn from real-world use, improve our safety systems, and make advanced defensive capabilities more useful across the ecosystem,” OpenAI ( OPENAI ) said , adding that the goal is to build the trust, verification, and accountability needed to make these tools available to the many defenders whose work keeps people, institutions, and critical systems safe.” Companies and organizations that have already signed up to support these efforts include Bank of America ( BAC ), BlackRock ( BLK ), BNY ( BK ), Citi ( C ), Cisco ( CSCO ), CrowdStrike( CRWD ), Goldman Sachs ( GS ), iVerify, JPMorgan Chase ( JPM ), Morgan Stanley ( MS ), NVIDIA ( NVDA ) , Oracle ( ORCL ), SpecterOps, and Zscaler ( ZS ). “BNY is committed to helping protect the security and resilience of the financial system as AI capabilities accelerate. We are working closely with those at the forefront of enabling these efforts. Building on our ongoing collaboration with OpenAI, we are pleased to participate in their Trusted Access for Cyber program," said Leigh-Ann Russell, Chief Information Officer and Global Head of Engineering In addition, the program has also provided access to GPT-5.4-Cyber to the U.S. Center for AI Standards and Innovation (CAISI) and the UK AI Security Institute (UK AISI). More on OpenAI Nadella's Flip-Flop OpenAI's Dilemma Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users OpenAI upda...
Bank of New York Mellon press release ( BK ): Q1 GAAP EPS of $2.24 beats by $0.31 . Revenue of $5.41B (+12.9% Y/Y) beats by $220M . Investment Management – The year-over-year increase primarily reflects higher market values and the favorableimpact of the weaker U.S. dollar, partially offset by the mix of AUM flows. The sequential decrease primarily reflectsthe timing of performance fees and lower ...
Bank of New York Mellon press release ( BK ): Q1 GAAP EPS of $2.24 beats by $0.31 . Revenue of $5.41B (+12.9% Y/Y) beats by $220M . Investment Management – The year-over-year increase primarily reflects higher market values and the favorableimpact of the weaker U.S. dollar, partially offset by the mix of AUM flows. The sequential decrease primarily reflectsthe timing of performance fees and lower seed capital results. Wealth Management – The year-over-year increase primarily reflects higher market values and net interest income,partially offset by changes in product mix. BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. Shares +1.5% PM. More on Bank of New York Mellon The Bank of New York Mellon Keeps Its Bullish Case As FY 2025 Results Show More Upside Drivers The Bank of New York Mellon Corporation (BK) Presents at Bank of America Financial Services Conference 2026 Transcript Bank of New York Mellon Q1 2026 Earnings Preview Robinhood, BNY picked to help run Trump Accounts for kids - report Seeking Alpha’s Quant Rating on Bank of New York Mellon
Schroptschop Nuclear energy stocks remained in the limelight during this week, supported by a flurry of positive developments across the sector, including funding announcements. Gains were broad-based across reactor developers and uranium producers, reflecting improving sentiment. The rally was driven by multiple developments, including small modular reactor (SMR) approvals by the U.K. government ...
Schroptschop Nuclear energy stocks remained in the limelight during this week, supported by a flurry of positive developments across the sector, including funding announcements. Gains were broad-based across reactor developers and uranium producers, reflecting improving sentiment. The rally was driven by multiple developments, including small modular reactor (SMR) approvals by the U.K. government at the Wylfa site in North Wales and Amazon-backed X -Energy ( XE ) targeting a $7.5B valuation in its IPO. Earlier this week, Canaccord Genuity issued a bullish report on the uranium sector as a high-beta sector. Besides, the U.S. government launched the National Initiative for American Space Nuclear Power, a joint NASA –Pentagon effort to develop nuclear systems for future lunar and deep-space missions. Taking a snapshot of Quant ratings on nuclear energy stocks, separating them by the names of uranium producers and nuclear technology developers: Quant snapshot of uranium producers: NexGen Energy ( NXE ), Quant rating - 3.37 Denison Mines ( DNN ), Quant rating - 3.45 Uranium Energy ( UEC ), Quant rating - 3.22 Energy Fuels ( UUUU ), Quant rating - 3.12 Cameco ( CCJ ), Quant rating - 2.99 Ur-Energy ( URG ), Quant rating - 1.76 Quant snapshot of nuclear technology & reactor developers: GE Vernova ( GEV ), Quant rating - 3.45 Rolls-Royce ( RYCEY ), Quant rating - 3.40 BWX Technologies ( BWXT ), Quant rating - 3.36 Oklo ( OKLO ), Quant rating - 2.59 NuScale Power ( SMR ), Quant rating - 1.71 Quant snapshot of nuclear ETFs: Global X Uranium ETF ( URA ), Quant rating - 4.46 Sprott Uranium Miners ETF ( URNM ), Quant rating - 4.40 VanEck Uranium and Nuclear ETF ( NLR ), Quant rating - 4.34 Sprott Junior Uranium Miners ETF ( URNJ ), Quant rating - 4.34 Range Nuclear Renaissance Index ETF ( NUKZ ), Quant rating - 3.81 More on markets AB Dynamics plc (ABDDF) Q2 2026 Earnings Call Prepared Remarks Transcript Entain Plc (GMVHY) Q1 2026 Sales/Trading Call Transcript Osisko Development:...
Brazil’s President Luiz Inacio Lula da Silva delivered a blunt critique of US President Donald Trump in an interview with Spanish newspaper El Pais published on Thursday, saying world leaders should seek respect rather than rule by fear. “Trump has no right to wake up in the morning and threaten a country,” Lula told El Pais, referring to the president’s public threat on April 7 to wipe out Irani...
Brazil’s President Luiz Inacio Lula da Silva delivered a blunt critique of US President Donald Trump in an interview with Spanish newspaper El Pais published on Thursday, saying world leaders should seek respect rather than rule by fear. “Trump has no right to wake up in the morning and threaten a country,” Lula told El Pais, referring to the president’s public threat on April 7 to wipe out Iranian civilisation as part of the US-Israeli war on Iran. “He wasn’t elected for that, and his...
Newcastle face Bournemouth on Saturday with the manager under increasing pressure at St James’ Park Eddie Howe has reason to believe that April really is the cruellest month. This time last year Newcastle’s manager was hospitalised with pneumonia and, 12 months later, he can barely switch on a radio or glance at a newspaper without receiving yet another reminder he is “under pressure”. Continue re...
Newcastle face Bournemouth on Saturday with the manager under increasing pressure at St James’ Park Eddie Howe has reason to believe that April really is the cruellest month. This time last year Newcastle’s manager was hospitalised with pneumonia and, 12 months later, he can barely switch on a radio or glance at a newspaper without receiving yet another reminder he is “under pressure”. Continue reading...