News

Back

Global Value and Income Dispatch

When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?

  • Adam Gittes
19 Sep 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?
  • Returns driven solely by holding a credit instrument to maturity are likely to lack luster if interest rates do rise – that’s why we have recommended keeping durations short.
  • Fortunately, we have a playbook for finding excess returns in a low yield environment.

Disclaimer

For professional investors only. This is a marketing communication. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. Information on the rights of investors can be found here.

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×

Regnan

×