IVH News and Press, Ivy High Income Opportunities Fund of Beneficial Interest From 12/02/21

Ivy High Income Opportunities Fund (NYSE:IVH) declares $0.08/share monthly dividend, 14.3% increase from prior dividend of $0.07. Forward yield 7.08% Payable Dec. 31; for shareholders of record Dec. 16; ex-div Dec. 15. See IVH Dividend Scorecard, Yield Chart, & Dividend Growth. 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 ...

Small high yield CEF from Ivy Investments / Macquarie Asset Management. Ivy Investments was acquired by Macquarie on April 30, 2021. The fund's portfolio is a blend of HY bonds and leveraged loans. For further details see: IVH: Small Fund From Ivy Investments/Macquarie ...

2 out of 23 CEF sectors positive on price and 2 out of 23 sectors positive on NAV last week. MLPs lead while convertibles lag. Asia equity is the highest-yielding CEF sector. For further details see: Weekly Closed-End Fund Roundup: October 3, 2021

Three out of 23 CEF sectors positive on price and six out of 23 sectors positive on NAV last week. GOF/GGM/GPM merger has been approved. RIV announces a new rights offering. For further details see: Weekly Closed-End Fund Roundup: Sept. 26, 2021

Risk-adjusted performance continued to rise in September for the Global Market Index (GMI), an unmanaged, market-value-weighted portfolio that holds all the major asset classes (except cash). GMI’s 0.97 Sharpe ratio is close to the highest levels reached in recent history. ...

Only funds with coverage >100% are considered. Top lists of discount, yield, DxY and DxYxZ are given. Top DxYxZ funds are EHI and DSL. For further details see: The Quality Closed-End Fund Report: September 2021

Global Market Index is useful as a starting point for research on asset allocation and portfolio design. Predictions for the market components are subject to greater uncertainty compared with aggregating forecasts, a process that may cancel out some of the errors through time. Com...