KIO News and Press, KKR Income Opportunities Fund From 09/25/19

By Gershon Distenfeld Transcript: Risk assets, be it high-yield bonds, equity markets worldwide, are not pricing in all that much bad news. The rates markets worldwide are. One of them is wrong. I see time and time again that people say we're later in the cycle, I don't want to ow...

By Brian L. Kloss, JD, CPA Using the proverbial American baseball analogy, the U.S. credit cycle is in the late innings of the game, but there are still some good plays left. Managing these later stages requires skill, and it becomes a game of careful security selection in certain asset cl...

Note: this article was released to members 1 month ago. Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due diligence and investigation. Based on feedback from members, it seems that a very many numb...

(Please note, this was published for members of Yield Hunting on September 2 nd . All data herein is from that date or earlier) One way we analyze funds is to see how their NAVs perform during certain periods of time. That can give us much more insight into how a fund is positioned and the...

Today, I want to share with you what has been a successful tactic that I have used to assist in diversifying the Protected Principal Retirement Portfolio (PPRP). The inclusion of closed-end funds (CEFs) affords the opportunity to include a range of stocks that I otherwise would not be able to ...

As the drums of the U.S.-China trade war beat louder, one has to keep in the back of one's mind where the point of no return is. It is probably not a specific "point," but a gray area that is a moving target, depending on how badly the U.S. and other global economies get hurt. For example, hur...

Data were taken from the close of July 25, 2019 . Quantitative screens help to rapidly narrow down attractive candidates from the database of 500+ closed-end funds [CEFs] for further due diligence and investigation. The "High-High-Low" report was inspired by a member of CEF/ETF Income La...

Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds (CEFs) for further due diligence and investigation. Based on feedback from members, it seems that a very many number of investors, understandably, place a great emphasis on c...

I have been focusing on the Health Care ( XLV ), Real Estate ( XLRE ), and Utilities sectors ( XLU ) for a number of reasons recently, including, but not limited to, their real asset appeal . Real assets are things like natural resources, real estate, and infrastructure, tangible items. Their...

Originally published August 5, 2019 By Edward Altman What Is a Benign Credit Cycle?* By my definition, benign credit cycles are periods when most if not all four aspects of the market are incentivizing major growth in the supply and demand for credit. That means three or more of the ...