BSJN News and Press, Invesco BulletShares 2023 High Yield Corporate Bon From 01/04/21

2020 was an unforgettable year in markets, delivering a number of important lessons to income investors. We review some of these lessons such as ignoring CEF premiums, chasing yield, failing to keep dry powder handy and others. In the current market, we remain fully invested in ou...

With the exception of broadly defined commodities and US and foreign property shares, global markets posted solid gains last year. US stocks were the top 2020 performers, with the Russell 3000 Index surging 20.9% last year. US REITs saw the deepest loss for the major asset classes...

Junk bond yields have dropped to a record low. The effective yield of the ICE BofA US High Yield Index fell to 4.61% at the close on December 3. As bond yields fall, bond prices rise. For further details see: Junk Bond Yields Hit Record Low: Most Distorted Markets Ever ...

Broad US equities continued their momentum from Q2 following the dramatic COVID-19-driven decline earlier in the year. The S&P 500 rose 9% in Q3 after a 20% rise in Q2. Value-oriented stocks underperformed the broader market on concerns about economic fragility, the expiration of ...

This down-cycle cannot be fully cured merely through the application of economic stimulus. Rather, the root cause has to be repaired, and that means the disease has to be brought under control. The economic recovery everyone's counting on is not an independent event, unaffected by dev...

Income investors face a wide variety of investment options, each featuring many different characteristics. This panoply can make it difficult to construct a portfolio with a desired profile. In this article we take a look at the key investment characteristics of credit funds, their interaction...

Author's note : This article was released to CEF/ETF Income Laboratory members on September 1, 2020 with certain numbers updated. Please check latest data before investing. From this month's Chemist's "Quality" CEF Report , I'm going to change tack a bit and look at a fund outside of...

The name of the bond market game since COVID-19 hit, if it can be summarized in one sentence, is that "credit spread assets continue to make sense". This graph from PIMCO was in their asset allocation outlook held for retail investors the last few weeks, and I think it did a good job highlig...

By Alessio de Longis, CFA, Senior Portfolio Manager, Invesco Investment Solutions By and large, recent global economic data releases have shown signs of stabilization as most economies have begun the reopening process, confirming our Recovery regime initiated in June. Our macro reg...

By Matthew Sheridan & Monika Carlson Credit barbell strategies are designed to provide protection on the downside, participation on the upside, and efficient income. But with government bond yields at historic lows, can these fixed-income strategies still meet their objectives? We thin...