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May 16, 2025

The $35 Trillion High-Income Opportunity in U.S. Residential Credit

A Window for High-Yields: Fast-Moving Advisors Could ...

May 5, 2025

Tariff Tantrum

Risk assets entered 2025 on a high note, propelled by ...

April 10, 2025

Spread Watch: 1Q25 Finding Value in a Low-Spread Market

With spreads hovering near historic lows, investors ...

March 11, 2025

How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: Accessing the Opportunity (Part 4)

Introduction While market inefficiencies in closed-end ...

March 11, 2025

How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: The Opportunity (Part 3)

Introduction Market inefficiencies within closed-end ...

March 11, 2025

Considerations for Adding Closed-End Fund Exposure into a Portfolio (Part 2)

Introduction As we have discussed previously, ...

March 11, 2025

Understanding the Risks and Rewards of Closed-End Funds (Part 1)

Introduction Closed-end funds (CEFs) remain an ...

March 7, 2025

Investor Sentiment Shifts: Why Large-Cap Value is Back in Focus

Introduction The market optimism that defined the past ...

February 25, 2025

Major Trend Index (2/7/2025)

Question: “What do the stock market and my wife have ...

February 25, 2025

Major Trend Index (1/31/2025)

The Major Trend Index was unchanged at a Neutral ...