Returns of capital are considered an inferior way to pay out corporate dividends because they do not come out of company profits and instead represent the return of an investor's original investment capital back to the investor.
Floating-Rate Bank Loans can potentially enhance a portfolio’s returns, while offering investors access to markets that are not contained in traditional fixed income investments.
Looking back to the start of 2019, global financial markets had just experienced a sharp downturn in the prior quarter. Facing an increase in market volatility, many investors were hesitant to enter or even remain in the market given recent performance.
Quantitative investment researchers often seek uniquely optimal parameterizations of their strategies amongst a broad “robust” region of parameter choices. However, this ignores a critically important feature of investing – “diversification.”
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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