WIW News and Press, Western Asset Inflation-Linked Opportunities & Income Fund From 10/04/21

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 ...

Legg Mason Partners Fund Advisor, LLC announced today that certain closed-end funds have declared their distributions pursuant to their managed distribution policy for the months of October and November 2021. The following dates apply to the distribution schedule below: Pursuant...

Only funds with coverage >100% are considered. Top lists of discount, yield, DxY and DxYxZ are given. Only one fund with >100% coverage had a negative z-score this month. FPL could be worth a look. For further details see: The Quality Closed-End Fund Report, Au...

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...

The real interest rate is the nominal interest rate adjusted for the expected change in the associated currency’s purchasing power, where “expected” is the operative word. Of course, when you buy the security, you have no way of knowing what will happen to the cur...

After nearly three decades of low levels, inflation has recently emerged as a primary concern for investors. But many stocks are at or near all-time highs and valuations may appear to be expensive, so rather than choosing individual equities, a trader may opt to use CME Group’s...

For the ninth month in a row, equity CEFs on average posted positive returns, rising 0.18% on an NAV basis for July. While for the fifth month running, fixed-income CEFs posted plus-side returns (+0.60%). Thirty-four percent of all CEFs traded at a premium to their NAV, with 32% o...