3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
Key Points Interested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF? Here are five stocks we like better. Fixed-income ETFs have attracted strong inflows as investors look for income without making a single bet on the directio…
ETFs lead growth in loan fund AUM as outlook on lending rates shifts
Leveraged loan fund assets under management rose by $1.3 billion in May, building on April's gains after eight consecutive months of declines, according to Morningstar data. ETFs accounted for $1 billion of the growth, while mutual funds a…
Floating Rate Loans Sounded Safe Until The Fed Started Cutting Rates
Quick Read BKLN's monthly payouts fell 40%, from $0.17 to $0.10 per share, as Fed rate cuts compressed the floating-rate loan coupons investors once counted on. Despite shrinking income, BKLN delivered roughly 5% total return over the past…
BNP Paribas sees credit ratings tailwind supporting further spread tightening
[Page of newspaper with words corporate bonds.] designer491 Corporate credit ratings should continue improving across much of the U.S. market, providing support for already-tight credit spreads and reinforcing a constructive outlook for in…
How a $500,000 Position in Senior Loan ETFs Can Generate $35,000 a Year With Floating-Rate Protection
Quick Read A $500,000 position in senior loan ETFs like BKLN or SRLN, both yielding ~7.5%, generates $35,000 annually with floating-rate protection against elevated interest rates. Chasing higher yields from BDCs like BXSL cuts required ca…
How a $500,000 Position in Senior Loan ETFs Quietly Pays $35,000 a Year With a Built-In Inflation Hedge
Quick Read A $500,000 position in senior loan ETFs like BKLN or SRLN generates $35,000 annually at 7%, with coupons that reset upward within weeks if the Fed raises rates. A $1,000,000 dividend growth portfolio starting at 3.5% yield can r…
Blue Owl caps private credit funds redemptions at 5% after steep request levels
Blue Owl is experiencing elevated redemption requests for two of its private credit funds, according to letters to shareholders issued Thursday. The firm's flagship OCIC fund, with about $36 billion in assets under management, received red…
Private credit cracks open door for Wall Street banks' comeback: 'The tug of war is just starting'
Wall Street banks may finally be getting a long-awaited opening to claw back market share from private credit lenders. After a decade in which private credit lenders grew rapidly and took over a large share of financing for leveraged buyou…
Moody's cuts rating on private credit fund run by KKR and Future Standard to junk as bad loans grow
Moody's Ratings on Monday downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and a string of weak earnings. The ratings firm lowered the debt ratings of FS KKR Capital Corp by one notch to Ba1 fro…
Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund
Apollo, the asset management giant, told investors in its flagship private credit fund that it will limit withdrawals this quarter to just under half of requests, the latest sign of stress in the asset class. In a filing with the Securitie…
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Invesco Senior Loan ETF, where 7,800,000 units were destroyed, or a 2.7% decrease week over week. An…
1607 Capital Partners Builds Position in iShares MSCI Europe Financials ETF as Bank Earnings Strengthen
Key Points 1607 Capital Partners, LLC increased EUFN position by 921,396 shares; estimated trade size was $32.01 million based on quarterly average price Quarter-end stake value rose by $42.10 million, reflecting both additional purchases…
The basic pattern of traditional hedging strategies are falling apart as the escalating Iran war reshapes global markets. Government bonds — typically a safe haven during market stress — are now moving in tandem with equities as oil market…
JPMorgan Chase reins in lending to private credit firms after marking down software loans
JPMorgan Chase is reducing its exposure to the private credit industry by marking down the value of loans held by the bank as collateral, according to a person with knowledge of the moves. The bank's giant Wall Street trading division has…
Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
Blackstone president Jon Gray on Tuesday defended the quality of loans within the firm's flagship private credit fund after investors pulled nearly 8% from it in the last quarter. The alternative asset management giant said in a late Monda…
In trading on Monday, shares of the Invesco Senior Loan ETF (Symbol: BKLN) entered into oversold territory, changing hands as low as $20.49 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a techn…
Illiquid loans, investor demands: Blue Owl's software lending triggers another quake in private credit
The latest tremor in the private credit world involved a deal that should've been reassuring to markets. Blue Owl, a direct lender specializing in loans to the software industry, said Wednesday it had sold $1.4 billion of its loans to inst…
AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
The stock market has been quick to punish software firms and other perceived losers from the artificial intelligence boom in recent weeks, but credit markets are likely to be the next place where AI disruption risk shows up, according to U…
Invesco’s Senior Loan ETF Owns Some Of Elon Musk’s X Debt Yielding 10% | BKLN
Michael M. Santiago / Getty Images Quick Read BKLN holds X Corp senior secured loans with a 10.96% coupon representing 1.89% of the portfolio. The fund’s distributions dropped from $1.82 per share in 2024 to approximately $1.41 in 2025 as…
This REIT Is Down 60% Since 2006, but a $9.2 Million Bet Says There’s Still Value
Key Points New York City-based DSC Meridian Capital acquired 543,081 shares of Elme Communities in the third quarter. The net position change from the previous period was about $9.2 million. This was a new position for DSC Meridian, repres…
This REIT Is Down 60% Since 2006, but a $9.2 Million Bet Says There’s Still Value
Key Points New York City-based DSC Meridian Capital acquired 543,081 shares of Elme Communities in the third quarter. The net position change from the previous period was about $9.2 million. This was a new position for DSC Meridian, repres…
Fund Exits $6.6 Million Bausch + Lomb Stake as Shares Lag by 9% This Past Year
Key Points New York City-based DSC Meridian Capital sold 510,090 shares in Bausch + Lomb during the third quarter. The move marked a full exit from BLCO, with the fund reporting no shares held as of September 30. The net position change wa…
Invesco Senior Loan Breaks Below 200-Day Moving Average - Notable for BKLN
In trading on Monday, shares of the Invesco Senior Loan ETF (Symbol: BKLN) crossed below their 200 day moving average of $20.87, changing hands as low as $20.82 per share. Invesco Senior Loan shares are currently trading off about 0.4% on…
* Invesco Senior Loan ETF (NYSEARCA:BKLN [https://seekingalpha.com/symbol/BKLN]) declared $0.1235/share monthly dividend. * Payable Aug. 22; for shareholders of record Aug. 18; ex-div Aug. 18. MORE ON INVESCO SENIOR LOAN ETF * BKLN: Not A…
First Eagle Investment's Strategic Moves: Spotlight on Becton Dickinson & Co
Analyzing the Latest 13F Filing for Q2 2025 First Eagle Investment (Trades, Portfolio) recently submitted its 13F filing for the second quarter of 2025, offering a glimpse into its strategic investment decisions. Established in 1864, First…
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Tesla Inc (Symbol: TSLA), where a total of 2.5 million contracts have traded so far, representing approximately 249.0 million underlyin…
The 60/40 Portfolio Doesn’t Work Anymore. Why It Might Still Make Sense.
A mix of stocks and bonds is typically a smart asset-allocation move. But the strategy has lagged behind the market in the past few years. Continue Reading View Comments
In this piece, we will take a look at the 12 best global ETFs to buy. If you want to skip our overview of the global economy and want to look at the top five ETFs on this list, then check out 5 Best Global ETFs to Buy. If there's one thing…
Invesco Adds New ETFs To Its Fixed Income Suite That Offers Targeted Exposure to Historically Ignored Fixed Income Sectors
Two new BulletShares maturities added to Invesco's robust fixed income suite; combine the benefits of holding individual bonds alongside the advantages of ETFs ATLANTA, Sept. 19, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading glo…
ETFs: Investors ‘taking sector bets on long-term growth,’ GTS principal says
Reggie Browne, Principal at GTS, joins Yahoo Finance Live to discuss investing in tech-oriented ETFs, growth for ETFs amid Fed rate hikes, energy ETFs factoring in crude oil, and ETFs for adapting to rake environments.
Gundlach: The Fed has been manipulating markets for a long time
Billionaire bond investor Jeffrey Gundlach, founder and CEO of $135 billion DoubleLine Capital, says, "the Fed has been manipulating markets for a long time," and on top of that, valuations have crept up thanks to "incredible amounts" of s…