Next 10 |
With broad market indexes and income sectors like REITs and utilities hovering near all-time highs, the yields for many equity income investments are noticeably lower now than in the past. This note briefly discusses the income challenge facing investors and how allocations to midstre...
Value names remain attractively positioned to benefit from the ongoing macroeconomic recovery and positive outlook. Importantly, the growth-to-value rotation remains in early stages relative to historical cycles. The construction of the S-Network Sector Dividend Dogs Index (SDOGX) all...
Low interest rates for much of the last ten years have made it much tougher for investors seeking income from traditional sources such as bonds. Despite a recent improvement in performance, midstream yields remain well above historical averages and are superior to other income-oriente...
I am returning to the subject of closed-end funds. There is no sector of the markets that is more overlooked, less understood, and more full of promise, than closed-end funds. Closed-ends funds should not be purchased for appreciation, though you may get some. They should be utili...
The only space left with any real yield are some of the closed-end funds. Many of the ones that I like have monthly dividends and while most have leverage, the cost of leverage is just this side of zero. The risk/reward ratio makes some sense, where it doesn't in most other fixed-...
Since there is barely any yield in investment grade bonds, people and institutions are scrambling. Closed-end funds: the most overlooked sector of the capital markets. Closed-end funds are the ugly duckling of the markets and yet that is why they offer such opportunity. For ...
The country with the largest economy, the biggest bond market and yet, we are paying higher yields than almost every other developed country. I think the Fed is going to come under tremendous pressure to reduce interest rates even further. As our government borrows more money, and...
Multi-asset investing has grown dramatically in popularity during the last decade. This segment of the market has been relatively underserved by benchmark providers historically. Many multi-asset funds have operated without a formal benchmark or have relied on peer group approache...
I have been advising for months to be cautious. Money traditionally earmarked for bonds has now been flowing into equities. My suggestions are an extra amount of cash, possibly some puts, taking some equity profits, considering outsized dividends which can be found, with a good am...
In U.S. high yield bonds we find the riskiest of credits. I have some concerns about municipal bonds and am particularly concerned about municipal pension bonds. Our 'Borrower's Paradise' is also good news for many leveraged ETFs and closed-end funds. For further details see...