With the return of a Goldilocks narrative for the economy, shorter duration and risk assets outperformed.
Newfleet’s team of experts provide timely economic, market, and portfolio-related commentary.
Newfleet’s monthly update on the macroeconomic backdrop, global fixed income performance, and select sector highlights.
Market Update available for the Bank Loan Market Sector.
In a brief synopsis of Newfleet’s 2024 fixed income outlook, David Albrycht, CFA, President and Chief Investment Officer, highlights historically attractive yields for fixed income, the team’s positive global macro outlook heading into 2024, and where they are finding value across fixed income sectors.
Frank Ossino, Senior Portfolio Manager and Bank Loan Sector Head at Newfleet Asset Management, discusses why he remains constructive on bank loans looking ahead to 2024.
Newfleet makes the investment case for fixed income in their 2024 fixed income outlook as interest rates near their peak and attractive yields potentially bode well for future returns.
Will bank loans continue to outperform in 2024? Frank Ossino, senior portfolio manager and sector head of bank loans at Newfleet, gives his perspective on the asset class’s potential next year.
As private credit surges in popularity, it’s important for investors to understand how it differs from public credit in credit risk, liquidity, valuations, and yield.
Newfleet’s team identifies current opportunities and trends within securitized debt.
In a recent appearance on CNBC’s Closing Bell, Newfleet President and CIO David Albrycht discussed why he believes now is the best time to be in fixed income since 2009.
A multi-sector approach can open up opportunities to find yield and lessen duration risk while guarding against volatility.
Waiting on rate cuts before adding longer duration may potentially risk missing significant upside.
As the short end of the curve shows potential value, short duration high yield may offer a compelling alternative to traditional fixed income.
Adding a multi-sector approach to a core plus strategy can open up opportunities to find yield, lessen duration risk – all while retaining its risk-hedging qualities.
Given the recent bank events and volatility in capital markets, Frank Ossino, Bank Loan Sector Head at Newfleet Asset Management, addresses common questions related to the loan market.
The major protections in floating rate loans—limited duration risk, seniority, and collateral—result in a long-term smoothing of volatility.
Shorter duration high yield bonds may help investors maximize income at lower levels of volatility.
Dave Albrycht, President and CIO of Newfleet Asset Management, was recently joined by Joe Terranova, Chief Market Strategist at Virtus, for an in-depth discussion on the state of the fixed income market.
“Right now, we have some of the best values we’ve seen in fixed income going back to the global financial crisis,” says Newfleet CIO David Albrycht in a recent interview on CNBC’s Closing Bell Overtime. Watch the replay to learn more about Dave’s observations and expectations for the fixed income asset class.