Attractive Income Opportunities In Niche And Resilient Sectors

Sep. 13, 2022 8:32 AM ET, , , , , , , , , , , , 9 Comments

Summary

  • Most bread-and-butter income sectors took significant losses this year and this includes high-quality sectors like investment-grade bonds which normally outperform in weakness.
  • In this article, we highlight a trio of niche and overlooked income sectors: CLO debt, asset-backed securities, and non-agency residential mortgages.
  • These sectors offer resilience, decent yields, and diversification in income portfolios.
  • I do much more than just articles at Systematic Income: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Business And Finance Concept Of A Bull Market Trend High Quality

Darren415

This article was first released to Systematic Income subscribers and free trials on Sep. 5.

It's fair to say that one takeaway for income investors this year is that a lot of the bread-and-butter income sectors took significant losses. This

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This article was written by

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ADS Analytics is a team of analysts with experience in research and trading departments at several industry-leading global investment banks. They focus on generating income ideas from a range of security types including: CEFs, ETFs and mutual funds, BDCs as well as individual preferred stocks and baby bonds.

ADS Analytics runs the investing group Systematic Income which features 3 different portfolios for a range of yield targets as well interactive tools for investors, daily updates and a vibrant community.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of DMO, JBBB, ANGLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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