JRI News and Press, Nuveen Real Asset Income and Growth Fund of Beneficial Interest From 12/02/21

The expected risk premium for the Global Market Index (GMI) ticked lower in November but remains elevated relative to recent history. Adjusting the forecast with short-term momentum and medium-term mean-reversion market factors (defined below) reduces - substantially - GMI’s ex...

The 19(a) distribution notices for three Nuveen closed-end funds are now available. These informational notice provides further details on the sources of the funds’ regular monthly distribution and follows the most recent monthly distribution announcement. The full text of this n...

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...

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 FPL, FEI and JRI. For further details see: The 'High-High-Low' Closed-End Fund Repor...

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 ...

Wells Fargo calls the Brinker International (NYSE:EAT) earnings report a possible "clearing event" for the restaurant sector with share prices of dine-in restaurants stocks sharply lower in premarket action. Analyst Jon Tower says Q3 may be peak negative news for the restaurant space from a c...

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. ...

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...

Global markets suffered their broadest retreat in a year during September. The bullish exception: commodities, which delivered a solid gain last month. Notably, US stocks and bonds lost ground, giving support to concerns that the historical diversification benefits of pairing the two ...