JAAA: AAA CLOs – Best Risk/Reward In The Income Space
This is an extract from an earlier article at Systematic Income Premium. In this post, we take another look at AAA CLOs. The discussion is motivated by an interesting question …
How To Find The Sweet Spot Across The Yield Curve
This is an extract from an earlier article at Systematic Income Premium. Income investors have many decisions to make in their allocation process. One of these decisions is where along …
Key Income Stability Risks In Investor Portfolios
This is an extract from an earlier article at Systematic Income Premium. Income investors rarely see eye to eye on the best sectors, securities and investment strategies. However, one thing …
Banking Crisis Consequences And Opportunities
This is an extract from an earlier article at Systematic Income Premium. The ongoing global banking crisis has upended some areas of the income market and led to significant changes …
TSLX: Opening A Position In This High-Performing BDC
This is an extract from an earlier article at Systematic Income Premium. In this article we discuss the latest quarterly results from the Business Development Company Sixth Street Specialty Lending …
Here We Go Again? Bank Failures Spook Markets
This is an extract from an earlier article at Systematic Income Premium. This month brought two bank failures, in a worrying reminder of what investors experienced during the GFC. In …
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 …