Big Picture Update Of The CEF Market
This is an extract from an earlier article at Systematic Income Premium In the middle of any extended drawdown, getting your bearings as an investor can be very difficult. In …
Generating income with a systematic investment approach
This is an extract from an earlier article at Systematic Income Premium In the middle of any extended drawdown, getting your bearings as an investor can be very difficult. In …
This is an extract from an earlier article at Systematic Income Premium It’s fair to say that one takeaway for income investors this year is that a lot of the …
After a steady uptrend since the end of Q1 2020, markets turned significantly more volatile this year. For instance, stocks, as measured by the S&P 500 index, saw a 24% …
The Business Development Company Fidus Investment Corp (FDUS) delivered a strong Q2, in line with its excellent track record. It trades at a 10.4% dividend yield. Despite an equity-overweight portfolio …
Our approach to income investing is to allocate across a diverse set of investment structures, including open-end funds, closed-end funds, BDCs, preferred securities and baby bonds. This “structural diversification” ensures …
June brought another upside surprise in the headline rate of inflation. With upside surprises happening seemingly every month, this no longer feels very surprising to many income investors. In this …
That the economy will soon enter a recession is quickly becoming the consensus view. Few investors believe that the Fed will be able to engineer a soft landing. Rather, many …
Welcome to another weekend blog post from Systematic Income. In this quick post we highlight why it’s important for investors to keep a eye on how much yield they are …
In this post, we take a look at the Western Asset Mortgage Defined Opportunity Fund (DMO), trading at a 10% current yield and a 9.6% discount to NAV. The allocation …
Within the broader fixed-income umbrella, PTA features a decent-quality profile, holding preferreds of primarily investment-grade household-name issuers. The fund’s preferred portfolio itself is about a third investment-grade with more than …