Author: Julia Bell
CLOs are entering retail portfolios via ETFs and interval funds, offering floating-rate yields once reserved for institutions – but the complexity gap remains wide.
MBS ETFs are drawing renewed investor interest as tight corporate credit spreads shrink yield options. Here’s what’s driving the shift and what to watch.
Closed-end bond funds are running high leverage as credit spreads compress, creating thinner income margins and stacked risks that income investors need to understand.
The U.S. yield curve is steepening again, reviving the case for long bond strategies. Here’s what that means for duration risk and investor positioning.
Zero-coupon municipal bonds offer tax-exempt compounding for long-horizon investors, with no periodic income and significant duration risk – here is why high-bracket buyers are drawn to them.
AMT rule shifts are widening discounts on high-yield municipal CEFs. Here is what income investors need to understand before buying the dip.
Variable annuity subaccounts are adding SMA-style customization, putting them in direct competition with direct-indexing platforms for high-income investors seeking tax efficiency.
As stock-bond correlations rise, Commodity Trading Advisors are drawing fresh interest from allocators seeking genuine diversification outside traditional portfolio construction.
Real asset ETFs are drawing steady inflows as tariff uncertainty pushes investors toward commodities, infrastructure, and real estate holdings with physical backing.
Non-traded BDCs are now accessible on major retail brokerage platforms – but the income yields come with illiquidity risks many investors may not fully understand.