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James DiChiaro, Senior PM on the Core Plus Strategy from Insight Investment talks Fixed Income with a panel of experts on Asset.tv (watch & earn 1 CE Credit!)
The Coronavirus pandemic and the Fed’s dramatic rate cuts have shaken up the fixed income landscape. This panel discussion covers diversification techniques, liability benchmarking, ways to manage risk, and other important considerations in this low yield environment.
The effects of Covid-19 will last into the future. This video will review 18 previous crises back to the 1920s and focus on the key tenants that investors should focus on now.
When markets are tranquil, liquidity can be high. But supply can tighten quickly, leaving investors looking for options.
Hiram Hamilton, Portfolio Manager and Co-Head of Structured Credit at Alcentra, debunks three myths often associated with CLOs including the role CLOs played in the Global Financial Crisis, forced liquidation and the holding of CLOs on bank balance sheets.
Cathy Bevan, Co-Head of Structured Credit in Europe at Alcentra, discusses the differences between the U.S. and European CLO markets and the driving value to invest in each region.
A review of the most volatile months during the COVID-19 pandemic, the market rebound and the areas of opportunity in CLOs by Brandon Chao, Portfolio Manager, Structured Credit, Alcentra.
Hiram Hamilton, Portfolio Manager and Co-Head of Structured Credit, Alcentra explains the mechanics of a CLO, how asset returns are distributed and the drivers of performance the CLO life cycle.
Since 2017, in our view, many investors have been derisking, moving away from intermediate duration bonds to ultrashort duration bonds and cash-like securities. We think this deserves a deeper look.
Traditional portfolios invested in only equity and/or fixed income may not provide the diversification necessary for future volatile markets.
Shamik Dhar and Newton UK equity manager Emma Mogford discuss the ramifications of the UK election result.
Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Download a prospectus, or summary prospectus if available, that contains this and other information about the fund, and read it carefully before investing.
All investments involve risk including loss of principal. Bonds are subject to interest rate, credit, liquidity, call and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes and rate increases can cause price declines. The amount of public information available about municipal securities is generally less than that for corporate equities or bonds. Legislative changes, state and local economic and business developments, may adversely affect the yield and/or value of municipal securities. Other factors include the general conditions of the municipal securities market, the size of the particular offering, maturity of the obligation, and the rating of the issue. Income for national municipal funds may be subject to state and local taxes. Income may be subject to state and local taxes for out-of-state residents. Some income may be subject to the federal alternative minimum tax for certain investors. Capital gains, if any, are taxable. Commodities contain heightened risk including market, political, regulatory, and natural conditions, and may not be suitable for all investors. Currencies are can decline in value relative to a local currency, or, in the case of hedged positions, the local currency will decline relative to the currency being hedged. These risks may increase fund volatility. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks to varying degrees. There is no guarantee that dividend-paying companies will continue to pay, or increase, their dividend. Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing. High yield bonds involve increased credit and liquidity risk than higher rated bonds and are considered speculative in terms of the issuer’s ability to pay interest and repay principal on a timely basis. Socially responsible portfolios may forego opportunities to invest in other securities when advantageous, or may sell securities when disadvantageous for it to do so while pursuing its socially responsible criteria. Asset allocation and diversification cannot assure a profit or protect against loss. Mortgage-Backed Securities-Ginnie Maes and other securities backed by the full faith and credit of the United States are guaranteed only as to the timely payment of interest and principal when held to maturity. The market prices for such securities are not guaranteed and will fluctuate. Privately issued mortgage related securities also are subject to credit risks associated with the underlying mortgage properties. These securities may be more volatile and less liquid than more traditional, government backed debt securities. The use of derivatives involves risks different from, or possibly greater than, the risks associated with investing directly in the underlying assets. Derivatives can be highly volatile, illiquid, and difficult to value and there is the risk that changes in the value of a derivative held by the portfolio will not correlate with the underlying instruments or the portfolio's other investments. Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories. Asset allocation and diversification cannot assure a profit or protect against loss. Past performance is not a guarantee of future results.
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