Are You Following These Bad BDC Investment Strategies?
In this brief post we highlight a couple of BDC allocation strategies that appear to be common but are unlikely to outperform in the longer-term in our view. One strategy is …
Wild CEF Flows Generating Outsized Switch Returns For Investors
This is an extract from an earlier article at Systematic Income Premium. In this post we highlight how unusually elevated volumes are allowing some investors to lock in gains that are worth …
Some Misconceptions About BDCs
This is an extract from an earlier article at Systematic Income Premium. It’s always interesting when income sectors popular with retail investors get a look in the financial press. The …
Our Playbook In This Wild Income Market
This is an extract from an earlier article at Systematic Income Premium Some of the recent moves across the income space have been historic. There are loads of unusual metrics …
How We Build An All-Weather Income Portfolio
In this post, we highlight how investors can build portfolios that diversify across various potential scenarios. Doing so allows income portfolios to be more resilient over time while also allowing …
How We Track What Smart Money Is Buying
This is an extract from an earlier article at Systematic Income Premium We received a question from a subscriber recently of why we track the holdings of the First Trust …
These High-Yielding Income Securities Are In The Green This Year
This is an extract from an earlier article at Systematic Income Premium This year has seen tremendous volatility in the broader income space, both down and up. Large drops in …
Why We Are Buying 7-10% Yielding Bond Funds
This is an extract from an earlier article at Systematic Income Premium The situation facing income investors today is fairly unusual in the sense that corporate credit yields (as well …
Why Municipal Bonds Offer Value Right Now
In this quick post we highlight how attractive Municipal Bond valuations are in the current environment. The S&P Municipal Bond Index yield is close to its 10-year high. Muni/Treasury Ratios …