Browsing: Investing

Preferred stock ETFs are drawing renewed attention from advisors seeking income alternatives between cash and long-duration bonds as rate expectations shift.

Closed-end municipal bond funds are recovering from year-end tax-loss selling, offering discounts to NAV and tax-exempt yields that income investors are watching closely.

Closed-end equity fund discounts are widening as sentiment, rising leverage costs, and distribution concerns push investors out. Here is what is driving the gap and what it means.

Closed-end infrastructure funds are trading at significant NAV discounts due to rate pressure. Here’s why the gap exists and what investors should consider.

OAS widening across corporate bonds is sending a quiet but clear signal about rising credit stress – here’s what it means for your portfolio.

Spin-off stocks consistently outperform parent companies in flat markets. Here’s the structural logic behind why separated businesses create outsized returns.

High-yield savings accounts now rival bond fund yields with zero principal risk. Here’s why cautious investors are quietly rethinking their conservative allocations.

Merger arbitrage funds are drawing retail investors seeking low-correlation returns. Here’s how the strategy works and where the hidden risks lie.

Tail-risk ETFs are attracting fresh demand as rising volatility premiums improve the cost-benefit math for holding downside protection in equity portfolios.

Structured notes are returning to advisor portfolios, driven by better rate math and client demand for defined downside buffers. Here’s what’s changed and what hasn’t.