VTA News and Press, Invesco Credit Opportunities Fund of Beneficial Interest From 09/15/21

Major indices hit record highs again this week with mid-caps joining large-cap at all-time highs. August was the seventh consecutive month of gains for the S&P. Discounts widened for the third straight week with taxables going from 2.21% on August 15 to +0.68% on September 5. Whil...

Invesco Advisers Announces Details of Tender Offer and Reorganization for Invesco Dynamic Credit Opportunities Fund PR Newswire ATLANTA , Sept. 3, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today addition...

Risk-adjusted performance continued to rise in August for the Global Market Index. Sharpe ratios in global markets generally are elevated. GMI represents a theoretical benchmark for the “optimal” portfolio. For further details see: Major Asset Classes | Aug...

The expected risk premium for the Global Market (GMI) ticked up in August, reaching an annualized 6.1%, slightly above the previous month’s estimate. Despite the comparatively high GMI forecast, the current estimate remains well below the index’s realized risk premium fo...

The winning streak for American shares rolled on in August. US stocks rose for a seventh straight month and posted the strongest gain for the major asset classes. US bonds also lost ground in August. The Bloomberg Aggregate Bond Index slipped 0.2%, the first monthly decline for the be...

I've been a loyal holder of Invesco Dynamic Credit Opportunity shares for quite some time, but the current choices available to shareholders bewilder me. I'm also unimpressed with the efforts, or lack thereof, by the fund management to make information readily available to current inv...

Senior loan funds are showing some opportunities at some wide discounts. These funds should benefit from increasing interest rates, but that could be years before playing out. Be aware of certain other risks in these investments, as well as the other benefits they can provide. ...

GMI’s 10-year Sharpe ratio (SR) edged up for a fifth straight month to 0.86, the highest since January 2020, based on a rolling ten-year window via monthly data. Profiling GMI through a drawdown lens also reflects an extended stretch of low risk. GMI is useful as a baseline...

The projected risk premium for the Global Market held steady in July at an annualized 6.0%, unchanged from the previous month. Despite the recent bounce, GMI’s trailing 10-year performance remains well below the previous 8%-plus peak. No one really knows what risk premia wi...

Most of the major asset classes continued to rise in July, led by US real estate investment trusts (REITs). US equities continued trending higher. The bull run also persisted for the Global Market Index (GMI) in July. For further details see: Major Asset Classes: July 20...