ARDC News and Press, Ares Dynamic Credit Allocation Fund Inc. From 12/24/21

With most of tax-loss selling behind us, a small correction in discounts and the January effect ahead of us, it makes sense to consider a few CEF ideas. We take a look at funds that offer a decent track record as well as an attractive entry point in valuation terms. We highlight f...

We review CEF market valuation and performance through the second week of December and highlight recent market action. December has so far provided a respite from a more grim November. We revisit some of our core CEF themes that have been relatively resilient and can continue to p...

The expected risk premium for the Global Market Index (GMI) ticked lower in November but remains elevated relative to recent history. Adjusting the forecast with short-term momentum and medium-term mean-reversion market factors (defined below) reduces - substantially - GMI’s ex...

A quality safe and growing dividend is a primary goal for a stock inclusion in “RIG” /Rose’s Income Garden. High Yield “HY” stocks being lucrative are also desired to be safe along with knowing more risk might be involved with lower dividend growth. ...

Ares Commercial Real Estate Corporation is a commercial mortgage REIT with a $2.4 billion portfolio of secured loans. Accelerating inflation and rising interest rates stand to benefit ACRE. We outline some key strengths that could power strong performance from ACRE. For furt...

The recent run higher in the Sharpe ratio for the Global Market Index finally reversed in October. Risk-adjusted performance has slipped, but GMI's rebound in October lifted it to a new record high. GMI is useful as a baseline to begin research on asset allocation and portfolio de...

The long-run risk premium forecast for the Global Market Index (GMI) rebounded in October, edging up to 6.1%, based on revised numbers through last month. The new estimate is calculated in terms of the projected return over the “risk-free” rate, according to a risk-based...

US real estate investment trusts (REITs) and stocks posted the strongest returns for the major asset classes in October - by wide margins. US REITs surged 7.7% last month, reversing September’s sharp decline. The recovery puts American property shares in the lead for 2021 with ...

We review CEF market valuation and performance over the first full week of October and highlight recent market events. The CEF market took advantage of the rally in stocks and mostly shrugged off the continued rise in Treasury yields. We take a look at CEF seasonality dynamics as ...

KIO was the 9th-highest yielding and 10th-best "DxY" fund in our latest "High-High-Low' CEF Report. KIO possesses a fully-covered 7.60% yield. KIO is a strong-performing fund among its peer group. For further details see: KIO Looks Appealing At A Fully Covered 7.60% Yiel...