Searching for More Income? Find Opportunities in Today’s Market

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a…
BY SARAH GRIECO

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a value orientation.

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In love, the first cut may be the deepest (as per Rod Stewart, Sheryl Crow, and others). But for the Fed’s Waller, the first cut is to be done “methodically and carefully”. Tacky musical references aside, the Fed Governor explained in his speech earlier this week that “the data we have received the last few months is allowing the Committee to consider cutting the policy rate in 2024”. With inflation seemingly on the right path for reaching the FOMC’s “price-stability goal”, Waller was yet another confirmation of the adjustment cut thesis, explaining in his conclusion, “The healthy state of the economy provides the flexibility to lower the (nominal) policy rate to keep the real policy rate at an appropriate level of tightness.” Read more →

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Thoughts From The Divide: The Right Time to Strike

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The saying is that one should wait until you see the whites of the enemy’s eyes before firing, but are there times when it’s worth waiting until you feel their breath? Case in point, the “whites” (losses) are certainly visible now in real estate debt, as we’ve highlighted in these pages, with the obvious consequences for owners of real estate debt. The latest data from the FDIC served to further highlight the obvious, warning that there are “63 ‘problem banks’ and $517 billion in unrealized losses” courtesy of higher rates hurting bank holdings of fixed income. Read more →
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