12/16

NIE Flat Amid Rising Treasury Yields and Market Challenges

The Virtus Equity & Convertible Income Fund (NIE) is experiencing downward pressure due to a combination of rising Treasury yields and broader market trends. The 10-year Treasury yield has increased by 7 basis points to 4.40%, marking a five-day consecutive rise and reaching its highest level since June. This increase in yields is part of a broader trend of yield curve normalization, which has implications for equity and convertible income funds like NIE. Higher yields can lead to increased borrowing costs and reduced attractiveness of equities compared to fixed-income securities, thereby impacting funds that invest in both asset classes.

Additionally, the broader market is facing challenges, as evidenced by the S&P 500's recent trend where decliners have outnumbered advancers for ten consecutive sessions. This negative market breadth, the longest since 1996, suggests a cautious sentiment among investors, which could be affecting funds like NIE that are sensitive to equity market movements. The faltering performance of key stocks, such as Nvidia, further underscores the market's current volatility and uncertainty.

The Virtus Equity & Convertible Income Fund (NIE) closed at $24.44, reflecting a slight decline of 0.16% from the previous close.