IVH News and Press, Ivy High Income Opportunities Fund of Beneficial Interest From 05/04/22

The expected risk premium continued sliding in April for the Global Markets Index (GMI). Tuesday’s revision reflects a drop to a 5.4% annualized increase for the long term – a relatively large cut of 40 basis points from last month’s estimate. The forecast ref...

Ivy High Income Opportunities Fund (NYSE:IVH) declares $0.076/share monthly dividend, in line with previous. Forward yield 7.77% Payable May 31; for shareholders of record May 16; ex-div May 13. See IVH Dividend Scorecard, Yield Chart, & Dividend Growth. For further details see: Ivy...

Only funds with yields over 6.5%, coverage higher than 85%, and trading at under a +5% premium are considered. Top lists of discount, yield, DxY, and DxYxZ are given. The top DxY funds are HIX, EMD, and DLY. For further details see: The 'High-High-Low' Closed-End Fund Re...

IVH is a high yield bonds and leveraged loans CEF. We assigned IVH a Sell rating late last year expecting an underperformance in NAV. The fund is down more than -15% since our rating and given the substantial move in rates we are now moving from Sell to Hold. This article cove...

Only funds with coverage >100% are considered. Top DxYxZ funds are DSL, BGH and EHI. Top lists of discount, yield, DxY and DxYxZ are given. For further details see: The Quality Closed-End Fund Report, April 2022

The expected risk premium for the Global Market Index ticked slightly higher in March to an annualized 5.8% pace, fractionally above last month’s estimate. Using short-term momentum and medium-term mean-reversion market factors (defined below) to adjust the forecast trims GMI&#...

Only funds with coverage >100% are considered for this quality closed-end fund report. Top lists of discount, yield, DxY and DxYxZ are given. Top DxYxZ funds are KIO, ARDC and DSL. For further details see: The Quality Closed-End Fund Report, March 2022: Attractive Val...

Four out of 24 CEF sectors positive on price and three out of 24 sectors positive on NAV last two weeks. SPE has an upcoming tender offer. GUT has a rights offering coming up. JPT tender offer and FTF rights offering completed. For further details see: Weekly Closed-...

As the world reels from the crisis, the blowback is rippling across the world economy and markets. The current risk premia analysis implicitly recommends managing expectations down for GMI and other global multi-asset-class portfolios. The mean reversion factor is estimated as the...

Ivy High Income Opportunities Fund (NYSE:IVH) declares $0.074/share monthly dividend, -5.1% decrease from prior dividend of $0.078. Forward yield 6.75% Payable March 31; for shareholders of record March 17; ex-div March 16. See IVH Dividend Scorecard, Yield Chart, & Dividend Growth. For...