Research, market insights, press releases and documents for professional investors — from C8 Technologies and our global index and research partners.
Whilst the New Year's recovery in stock markets has grabbed much of the headlines, we also note that last year's fixed income sell-off has created opportunities in income products. This week we illustrate this using C8 Studio, with income-generating indices from Vettafi.
With inflation debated daily among investment professionals and media reporters, it is virtually impossible to predict interest rate movement or the economic landscape. Given that many retail investors focus on equity investments, choosing a fixed income allocation can be particularly difficult given the lack of accessible tools and models. As interest rates and inflation expectations evolve, a tactical rules-based approach to portfolio optimization can help provide investors with a flexible fixed income allocation in different scenarios.
With many investments offering yields below historical averages, building an income portfolio today is not as easy as it used to be, and simply accepting lower yields may not satisfy investors’ needs. This note frames the challenge for income investors and offers a practical example of how modest allocations to midstream MLPs and closed-end funds can help offset lower yields from other investments.
From used cars to groceries, inflation is rampant across multiple sectors amid the reopening of the global economy, and though the delta variant has stalled reopening, expectations for inflation continue to gain steam. Yesterday’s note discusses how midstream can protect investors from the effects of inflation and potentially benefit them through a sustained inflationary period.
For income-seeking investors, closed-end funds can provide higher distributions relative to other income-generating segments. This note provides a high-level overview of closed-end fund distributions for both equity and fixed income funds. Because some high distribution strategies can come with the possibility of higher volatility, risk-averse investors may prefer to access CEFs through index-linked products rather than direct investments.
Midstream/MLPs and corporations are leveraging a favorable energy environment and increased private equity interest to pursue asset sales with the goal of improving financial flexibility, enhancing shareholder returns, and optimizing asset portfolios to maximize value to shareholders. Learn more…
Investing in Biotechnology: Disrupting the Healthcare Space
In this post, we run through the full suite of new Combination Methodologies which have been released on the C8 Direct Indexing platform, C8 Studio.
For investors primarily looking for income, the ongoing period of low interest rates can present a challenge. However, with several structural advantages, closed-end funds may provide an attractive option for enhancing a portfolio’s income.
Timely Trends for Today's Markets
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…
