January 2020 Market Update available for the Investment Grade Market sector.
Monthly Sector Reviews
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.
Frank Ossino, senior portfolio manager and sector head of the bank loan asset class at Newfleet, provides his view on why the bank loan market is an income asset class, not solely an interest rate hedging tool.
More Than A Rate Hedge – The Overlooked Return Potential of Bank Loans in a Yield Starved Environment
Newfleet Asset Management provides perspective on why the loan market should be viewed as an income asset class, not solely an interest rate hedging tool.
The Fed’s pivot toward a more accommodative policy has driven a shift in both issuer and investor preferences, as evidenced by recent supply data and fund flows. This shift has created dislocations within the capital structure, allowing managers with flexible mandates to take advantage of relative value opportunities.
Newfleet senior portfolio manager and sector head of the bank loan asset class, Frank Ossino, provides his mid-2018 outlook and investment thesis in “The Case for Bank Loans Remains Strong,” featured in WealthManagement’s 2018 Midyear Outlook edition.
Newfleet CIO discusses why you want to have risk in your portfolio and how Newfleet balances that risk within their multi-sector strategies.
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.