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Fct: low leverage floating rate loan fund, 11% yield (rating upgrade)

First Trust Senior Floating Rate Income Fund II is a fixed-income closed-end fund that focuses on lever...

October 10, 2023, 5:23 am

Jfr: a good fund for high rates or a pair trade

The Nuveen Floating Rate Income Fund offers a high level of income with a current yield of 12.72% and increasing distributions. The fund has outperfor...

October 9, 2023, 1:59 pm

Pfxf: reits and utilities hurt more than excluding financials (for now)

VanEck Preferred Securities ex Financials ETF offers diversified exposure to preferred securities outside of the financial sector. Preferred securitie...

October 9, 2023, 10:04 am

The month in closed-end funds: september 2023

For the second straight month, both equity (-3.12% on a NAV basis) and fixed income (-1.94%) CEFs on av...

October 8, 2023, 5:37 am

Pgf: beware of elevated systemic risks from financials exposure

The Invesco Financial Preferred ETF (PGF) holds fixed-rate preferred shares of financial companies. The...

October 7, 2023, 10:00 am

Nvg: historic discount available keeps my buy rating

Fixed income funds have suffered due to rising rates and fear of future interest rate movements, widening the gap between asset prices and their liqui...

October 7, 2023, 9:00 am

U.s. weekly fund-flows insight report: taxable fixed income funds top last week's 2023 outflow record

During LSEG Lipper's fund-flows week that ended October 4, 2023, investors were overall net purchasers of fund assets for the first week in three, add...

October 7, 2023, 3:00 am

Marketaxess to host conference call announcing third quarter 2023 financial results on wednesday, october 25, 2023

NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX) the operator of a leading electronic trading platform for...

October 6, 2023, 4:10 pm

Blw: silently outperforming due to its low duration

BlackRock Limited Duration Income Trust (BLW) has silently outperformed other fixed-income instruments,...

October 6, 2023, 4:00 pm

As long term rates rise, eye active fixed income

Have you checked your fixed income allocations recently? The bond market is changing as we scroll the i...

October 6, 2023, 12:33 pm

Agg: a core bond fund providing safety in an uncertain rate environment

The unpredictability of interest rates makes it risky to own fixed income investments that need falling...

October 6, 2023, 11:01 am

Kie: insurance is still a winner

KIE benefits from higher interest rates and offers exposure to insurance reserve portfolios gaining as they rollover at higher rates. KIE equities are...

October 5, 2023, 6:03 pm

Bui: better than expected, but interest rates will be a drag on performance

BlackRock Utilities, Infrastructure & Power Opportunities Trust invests in overlooked utilities and infrastructure companies that generate strong and ...

October 5, 2023, 5:29 pm

Chart of week: advisors prefer short-term high-quality bonds

Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be...

October 5, 2023, 12:29 pm

Rescuing the bonds market demands an equities crash, says barclays

Global bonds are doomed to keep falling unless a sustained slump in equities revives the appeal of fixed...

October 5, 2023, 12:01 pm

Mull mortgage-backed securities with mtgp

With mortgage rates at the highest levels in decades, it's reasonable to expect new mortgage applications will decline, but that doesn't mean...

October 5, 2023, 8:29 am

Joe amato: we’ll see continued volatility in equities until stabilization in fixed income markets

joins ‘Squawk Box’ to discuss the latest market trends, why he believes the economy is likely taking the scenic route to a recession as opposed to...

October 4, 2023, 3:44 pm

Blv: is it time to lock in high yields?

Long-term interest rates have surged, causing losses for investors who followed other analysts' advice to buy bonds. My view is that long-term treasur...

October 4, 2023, 11:50 am

Weekly closed-end fund roundup: nrgx policy change (september 24, 2023)

2 out of 22 CEF sectors positive on price and 1 out of 22 sectors positive on NAV. PIMCO Energy & Tactical Credit Opps will change its investment poli...

October 4, 2023, 9:34 am

Summit global investments ceo: position equities defensively and pick up yield in bonds

David Harden, Summit Global Investments CEO, Guy Lebas, chief fixed income strategist with Janney Montg...

October 3, 2023, 6:14 pm


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