Mr. Rodosky is a managing director in the Newport Beach office and a portfolio manager for real return and U.S. long duration strategies. He leads the rates liquid products team and also serves as ...

A royalty holder gets paid when a patented drug gets prescribed, when a song gets streamed, or when a mine or well produces. The owner doesn’t run the business. It just collects a cut of the revenue.

Every few years, bond laddering gets rediscovered as though it were a new idea. It isn’t. The strategy is one of the oldest, least glamorous tools in fixed income, and it keeps resurfacing for the ...

The arithmetic separating those two outcomes is not skill or portfolio construction — it is sequence-of-returns risk, the fact that losses absorbed in the first five to ten years of decumulation do ...

Scroll through a screen of high-yield ETFs these days and you’ll run into numbers that look like data errors. Forward yields of 70%, 90%, even more than 100%. Many of these belong to a fast-growing ...

The Fund will, under normal circumstances, invest at least 80% of its assets (net assets plus the amount of any borrowings for investment purposes) in municipal debt securities issued by or on behalf ...

Dividend capture strategy is based on SLG’s historical data. Past performance is no guarantee of future results.

International equities offer investors a growing range of opportunities, but capturing them requires looking beyond where companies are headquartered and focusing on what makes th ...

We increased our position in a mega-cap midstream energy partnership that pipes, processes, stores, and exports natural gas, crude oil, and natural gas liquids across North America. The units offer a ...

When it comes to fixed-income investments, U.S. Treasury bonds are supposed to be the gold standard, offering steady coupons, good yields, and overall low volatility. With that in mind, the recent ...

A real estate investment trust that owns casino properties now offers an 8.57% forward dividend yield, well above the 6.0% average for its specialty REIT peer group. The quarterly payout of $0.82 a ...

A lender to profitable mid-sized American businesses now offers a 9.95% forward yield, paid every month. That yield ranks in the top 20% of all dividend stocks we track. It sits below the 13.2% ...