IVH News and Press, Ivy High Income Opportunities Fund of Beneficial Interest From 02/18/20

Author's note: This article was released to members on Jan. 18, 2020, and data are from that report. Chemist's "Quality" Closed-End Fund Report Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due dil...

Stubbornly low interest rates still have many investors reaching far and wide for yield. But for others, high-yield corporate bonds are a bridge too far. Are they too risky? Do they hold up in volatile markets? Do they represent too much of an unknown? In fact, high-yield bonds have historic...

Introduction The closed-end funds from the high-yield sector significantly increased their prices over the past week. More or less the panic around coronavirus was overcome and the investors returned their appetite for riskier assets and higher yields. Currently, most of the closed-end f...

Investment returns will likely come down to a few big, unpredictable issues this year. We look at how they might upend market expectations. After a year of outsized returns for both equity and fixed-income markets, expectations for 2020 returns have settled closer to their long-run average...

By Robert Christian, Co-Head of Research and Investment Management, K2 Advisors; Brooks Ritchey, Co-Head of Investment Research and Management K2 Advisors Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely ...

Introduction The past week was very interesting in every aspect. The prices of the main benchmark of the high-yield bonds and the closed-end funds which invest in high-yield bonds were very volatile compared to their usual behavior. The week started with a sell-off after coronavirus fears ...

Note : data from the report are taken from the close of December 27, 2019. Chemist's "High-High-Low" Closed-End Fund Report Quantitative screens help to rapidly narrow down attractive candidates from the database of 500+ closed-end funds [CEFs] for further due diligence and investigation....

By Sheila Amoroso, Senior Vice President, Director, Municipal Bond Department, Franklin Templeton Fixed Income Group; Daniel Workman, CFA, Vice President, Portfolio Manager, Franklin Templeton Fixed Income Group; Francisco Rivera, Vice President, Municipal Bond Department, Franklin Templeton ...

Credit markets have rallied significantly over the past few years, with spreads over Treasuries in the U.S., for example, dwindling to very tight levels alongside decreasing yields. At the same time, many investors have raised concerns over credit market volatility, liquidity, potential overva...

By Matthew Sheridan The era of low yields and the investment challenges they bring isn't likely to end soon. Ongoing geopolitical tensions and slowing global growth will contribute to persistently low and negative yields in 2020 . A global slowdown could leave the world even more vulnerab...