A summary review of macro environment and market conditions, sector assessments and select sector highlights.
Monthly Sector Reviews
Market Insights
An allocation to a multi-sector strategy may help generate hard-to-find yield and total return opportunities while providing better insulation from rising rates and the threat of inflation, compared to traditional fixed income approaches.
David Albrycht shares his latest thoughts on the prospects for inflation and how certain asset classes may help protect portfolios in an inflationary environment.
Newfleet’s multi-sector fixed income team reviews first quarter market events and discusses their impact across the sectors in which the firm invests.
When focusing on the short end of the yield curve, securitized credit offers a yield advantage relative to comparably rated bonds.
The global bond market has evolved significantly over the years. A flexible, multi-sector approach is essential to optimizing both relative value and risk.
Newfleet’s multi-sector fixed income team reviews fourth quarter market events and discusses their impact across the sectors in which the firm invests.
David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provides a synopsis of the firm’s 2021 outlook in a brief video.
Members of Newfleet’s multi-sector fixed income team provide their insights and outlook for the year ahead.
Frank Ossino, senior portfolio manager and sector head of the bank loan asset class at Newfleet, discusses prospects for bank loans as we enter 2021.
Newfleet’s multi-sector fixed income team has a comprehensive and disciplined approach to identifying relative value across the wide range of bond market sectors in which the firm invests.
Ryan Jungk, Investment Grade Corporate Sector Manager, discusses why he believes the rally in investment grade spreads may not be over and may be on the path to set new record lows.
Negative headlines notwithstanding, active managers of senior loans with long-term records of strong risk-adjusted returns have shown they can weather historic volatility and economic uncertainty.
Frank Ossino, Senior Portfolio Manager and Bank Loan Sector Head, sits down with Bill Irvine, Senior Managing Director of Institutional Business Development, to discuss his latest views on the leveraged finance market.
David Albrycht, President and CIO of Newfleet, discusses current risks in the bond market, Fed and Central Bank actions, how the market has changed in the past few weeks, and how Newfleet is positioning its multi-sector portfolios.
Frank Ossino, Senior Portfolio Manager and Bank Loan Sector Head, discusses the impact of the coronavirus on the bank loan market and how portfolios are being positioned.
David Albrycht, President and CIO of Newfleet Asset Management, recently discussed the ongoing coronavirus situation and global market volatility on a live call with advisors. Dave shared his views on where he is seeing risks—and opportunities—in the bond market.
We know that the outbreak of the coronavirus (COVID-19) is going to disrupt supply chains, reduce demand as well as slow economic activity and growth. All of these factors will have an impact on inflation.
Podcast with Eric Hess: Observations on the High Yield Energy Sector
High yield bonds and bank loans are two sectors of the fixed income market that are converging as a single non-investment grade asset class.
Newfleet believes that this convergence argues for a more efficient investment approach to leveraged finance through an actively managed, flexible strategy that tactically rotates across and within each sector.
Media
Active management and credit selection have never been more important, says Newfleet President and CIO David Albrycht.
Newfleet President and CIO David Albrycht discusses relative value opportunities in the bond market and why active management is so important.
Frank Ossino discusses potential benefits of the Virtus Newfleet Dynamic Credit ETF’s active approach and broad opportunity set.