Income Investing Lessons Of 2022
This is an extract from an earlier article at Systematic Income Premium. Outside of a handful of pockets, 2022 was a very difficult year for income assets. In this article, …
The Biggest Risk For Income Investors In 2023
This is an extract from an earlier article at Systematic Income Premium. At this time of year investors are bombarded with outlooks and forecasts for the coming year. In this …
TWO: 10%+ Yielding Preferreds Remain Attractive In A Mortgage Storm
This is an extract from an earlier article at Systematic Income Premium. The Agency mortgage sector has been buffeted this year by a number of shocks including high interest rate …
BXSL: Strong Q3 Results With Room For Dividend Hikes
This is an extract from an earlier article at Systematic Income Premium. In this article, we catch up on Q3 results from the Business Development Company Blackstone Secured Lending Fund …
Fidus Investment – Another Dividend Hike For This 12.6% Yielder
This is an extract from an earlier article at Systematic Income Premium. In this post, we catch up on Q3 results from the business development company (“BDC”) Fidus Investment (FDUS). …
Ares Capital – Delivering For Income Investors
This is an extract from an earlier article at Systematic Income Premium. In this article, we catch up on Q3 results from the Business Development Company Ares Capital (ARCC). ARCC …
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 …
Attractive Income Opportunities In Niche And Resilient Sectors
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 …
Income Opportunities For A Heightened Volatility Environment
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% …
Why Our BDC Portfolio Sleeve Is Up 10% Year-To-Date
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 …