Alex Morris

In this engaging conversation, Alex Morris, CEO & CIO of F/m Investments, shares insights from his vast experience at a $19 billion firm. He delves into the rise of bond-centric ETFs, highlighting TBIL as a standout. Alex introduces his innovative "Compoundr" series, aiming to convert bond ETF income into price appreciation while discussing tax strategies tailored for bond investors. He also tackles market inefficiencies and offers bold predictions on dual share classes, making this a must-listen for anyone interested in the evolving bond landscape.

Alex Morris, CEO of F/m Investments, joins the discussion alongside Senior Advisor Mark Spindel. They tackle the complexities of Treasury Inflation-Protected Securities (TIPS), revealing why they struggled in 2022 and the challenges of hedging against inflation. The duo introduces a new ultra-short TIPS fund aimed at individual investors, emphasizing the advantages of shorter-duration options. They also explore how ETFs can simplify access to TIPS, offering strategies to preserve purchasing power amidst economic uncertainty.

Alex Morris of F/m Investments joins the discussion, bringing his expertise on the new Compoundr ETF Series. They delve into tax-efficient bond investments, highlighting strategies that aim for capital appreciation while minimizing tax burdens. The conversation also covers the nuances of tax alpha in fixed income, emphasizing diversification and investment quality. Inflation expectations in the bond market are examined, along with evolving strategies that reflect changing investor attitudes towards fixed income diversification. A captivating look into modern investment techniques!