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Weekly Commentary | January 5, 2025 | FSCO, Preferreds, Sell List
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Weekly Commentary | January 5, 2025 | FSCO, Preferreds, Sell List

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Yield Hunting
Jan 06, 2025
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Weekly Commentary | January 5, 2025 | FSCO, Preferreds, Sell List
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Summary

  • Despite a lackluster end to 2024, our bond strategy outperformed benchmarks, with individual bonds and closed-end funds (CEFs) delivering strong returns.

  • For 2025, I expect similar performance, though discount tightening in taxable bond CEFs is limited; Muni CEFs offer higher potential returns.

  • Preferred CEFs remain undervalued, presenting buying o…

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