Historic Yield Advantage for Senior Loans

Historic Yield Advantage for Senior Loans

by | Nov 23, 2023

In our May 2023 Brompton Insights publication on Senior Loans, we highlighted the potential for Senior Loans to deliver equity-like returns given their high current yield and the opportunity for discounted loan prices to return to par. Year-to-date, Loans have...
Covered Call White Paper

Covered Call White Paper

by | Nov 2, 2023

Overview of Covered Calls Covered call funds have become popular in recent years as investors look for higher yielding investment strategies to add to their portfolios. A covered call option strategy involves investing in a security and then selling call options on...
Split Preferreds: All Set for Higher Dividend Resets

Split Preferreds: All Set for Higher Dividend Resets

by | Oct 13, 2023

The demand for split corp. preferred shares is growing rapidly, with 63% market capitalization growth for this niche over the last 5 years1 . Split corp. preferred shares offer attractive yields, relatively low volatility, and downside protection. In the new,...
4 Reasons to Own U.S. Preferred Shares Now

4 Reasons to Own U.S. Preferred Shares Now

by | Sep 13, 2023

U.S. preferred shares sold off in Q1 2023 amid investor nervousness about deposit liquidity concerns at several U.S. regional banks (Silicon Valley Bank, Signature Bank, First Republic Bank) and Credit Suisse, a major Swiss bank. While well-capitalized by regulatory...
H2/2023 Outlook: Still waiting for a recession

H2/2023 Outlook: Still waiting for a recession

by | Jul 27, 2023

With a tough year in 2022, most strategists expected a rough first half of 2023 citing high inflation and a forthcoming recession. Positioning was overly bearish in the beginning of the year. As the year progressed, the labour markets and economy held up...