IVH News and Press, Ivy High Income Opportunities Fund of Beneficial Interest From 05/21/19

Global high yield bonds sold off amid the latest spike in market volatility, along with other risk assets. Yet this does not change our view that exposure to the asset class is important for fixed income investors in an environment where carry, or coupon income, is becoming the main driver of ...

This article was first released to CEF/ETF Income Laboratory subscribers 1 month ago, so data may be out of date. Please check latest data before making investment decisions. Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end ...

The closed-end funds from the high-yield sector significantly increased their prices over the past four months. Currently, most of them are traded at positive Z-scores, which is an indication that they have lost most of their statistical edge. Still, they are traded at high discounts, but we a...

Introduction The closed-end funds from the high-yield sector significantly increased their prices over the past four months. Currently, most of them are traded at positive Z-scores, which is an indication that they have lost most of their statistical edge. Still, they are traded at high di...

By Vladimir Nikulin, CFA During the last week, the iShares iBoxx $ High Yield Corporate Bond ETF ( HYG ) declined by 0.46% primarily due to monthly dividend payments last week. HYG's underlying portfolio demonstrated neutral performance (0.0%) due to lack of positive news during the last w...

By now just about everyone understands what junk bonds are and why they matter. But there's a non-publicly traded version of this kind of debt that's also soaring and has recently caught the Fed's eye. Called leveraged loans, these are loans made by banks to companies with weak balance sheets ...

Photo Source: REUTERS/Staff. The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, April 24, 2019. For the month, 89% of all CEFs posted NAV-based returns in the black, with 79% of equity CEFs and 95% of fixed income CEFs chalking up returns in the...

Before the last January '18, February '18 plunge in the equity markets, the S&P 500 peaked on January 26, 2018, at 2,872 - 2,873. With Friday night's close at 2,945, the total gain for the S&P 500 (excluding dividends) is 2.5% from that January '18 peak. That is a paltry return for t...

Introduction The closed-end funds from the high-yield sector significantly increased their prices over the past four months. Currently, most of them are traded at positive Z-scores, which is an indication that they have lost most of their statistical edge. Still, they are traded at high di...

By Gershon Distenfeld and Will Smith The S&P 500 Index hit an all-time high on April 23, thanks to improving investor optimism. But for some equity investors, market highs signal a good time to reduce downside risk. There are additional reasons investors may want to trim their sails....