August 2019 Market Updates available for the Emerging Markets sector.
Monthly Sector Reviews
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.
Frank Ossino discusses potential benefits of the Virtus Newfleet Dynamic Credit ETF’s active approach and broad opportunity set.