Browsing: Investing
Tax-loss harvesting strategies built around bonds are gaining traction as investors with losses from the 2022 rate cycle look to offset gains in taxable portfolios.
Mortgage REIT preferred shares are drawing income-focused allocators with yields of 6.5%-8.5%, but the risks – liquidity, call optionality, and credit correlation – demand careful issuer selection.
Covered call ETFs are drawing income-hungry investors as dividend growth slows. Here’s how they work, what they cost in upside, and who they actually suit.
Inflation floor bonds are drawing renewed interest from pension funds and insurers using liability-driven investing strategies to hedge against unpredictable inflation outcomes.
Putable bonds are regaining favor as rate uncertainty makes their embedded exit options worth the yield concession. Here’s how allocators are using them.
Callable agency bonds are attracting ladder builders who use call schedules – not maturity dates – to capture premium yields with government-backed credit quality.
High-yield municipal money market funds are gaining traction as a cash sleeve option, offering tax-exempt yields that rival taxable alternatives for high-bracket investors.
TIPS are drawing renewed investor attention as U.S. deficits widen and real yields turn positive. Here’s why the fiscal backdrop changes the math on inflation-protected bonds.
Inflation-protected annuities are regaining attention among late-career investors as higher rates improve pricing and inflation risk feels more real than theoretical.
Hedge funds are turning to collateralized commodity swaps as volatility builds, drawn by defined counterparty risk and alternative return streams outside traditional equity exposure.