Weekly Commentary | October 5, 2025 | Rights Offerings And Merger Mania

Oct 06, 2025

∙ Paid

Summary

Markets posted strong gains despite a government shutdown, with international equities and precious metals outperforming, while interest rates and oil declined.
abrdn Global Dynamic Div (AGD) and PIMCO Strategic Inc (RCS) are trading at unsustainable premiums; immediate selling is advised for both funds.
Blackrock and Nuveen CEF merger arbitrage op…