Yield Hunting

Yield Hunting

Weekly Commentary | October 19, 2025 | Rights Offerings, Cockroaches, Flah & Crum Increase

Yield Hunting's avatar
Yield Hunting
Oct 20, 2025
∙ Paid
1
Share

Summary

  • US equity and international markets rose, but concerns over credit quality emerged following regional bank write-downs and private credit bankruptcies.

  • Loan CEFs like FSCO and XFLT saw significant price declines, while NAVs remained stable, signaling potential credit contagion risks in the sector.

  • Select CEFs such as DLY and IGI present attractive …

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture