Yield Hunting

Yield Hunting

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

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Yield Hunting
Oct 06, 2025
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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…

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