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Data from Structuredproductreview.com shows that products maturing over the past three months have performed extremely well overall, with the only losses arising from Lehman Brothers-backed plans
Despite widespread media criticism alleging that structured products provide poor returns if they provide any at all, the past month has seen UK products maturing with returns of up to 25%, according to Structuredproductreview.com.
At mid-year 2011, US structured products sales have already surpassed the $30bn mark, meaning that, barring any unforeseen severe market dislocations or major regulatory speed bumps, this year could set a record for US sales, according to data from SRP.
For the full year 2010, the US structured products market sold more than $53bn of products across just over 8,000 structured notes and market-linked...
LONDON — Structured Products take many guises and as with any investment solution, a good adviser, or an investor with access to the requisite information, should be able to sort the wheat from the chaff. Whilst they come in a variety of shapes and sizes, structured products usually have the following features:
• Income or Growth, not usually both
• Defined returns and defined risks
In this article, we discuss the potential impact of these amendments on the structured notes market. In its proposing release,2 the SEC stated that it intended generally to except from Regulation M the same types and amounts of securities that are currently excepted in Rules 101(c)(2) and 102(d)(2), without referencing credit ratings. However, the approach outlined in the proposed rules does not appear...
The size of the average structured note offering in the U.S. grew 26 percent this year as issuers expand distribution channels and investors favor simpler notes.
The average sale was $7.82 million through the first five months of 2011, compared with $6.21 million a year earlier, according to data compiled by Bloomberg from prospectuses filed with the U.S. Securities and Exchange commission. New...
Taxation of Structured Notes: An Introduction is a presentation made in June 2011 by Morrison & Foerster tax counsel, Remmelt Reigersman. The summary includes:
• Basic U.S. Tax Principles
• Structured Notes – Categorization
• An analysis with examples
• Withholding Tax
• Notice 2008-2
• Additional Issues• Q&A
Click here for the presentation.
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