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Access the complete report

To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.

Changing economic and market conditions this year and the threat of renewed volatility are impacting both investor sentiment and allocations to alternative sources of return.

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk. Join Robert Hoffman, our head of Investment Research, as he explains the key challenges facing today’s fixed income investors and why high yield bond and senior secured loan investments may help diversify their portfolios.

Volatility roared back in the first half of 2018, offering a powerful reminder of the impact that swings in the market can have on investors’ portfolios. Building a well-diversified portfolio can help investors navigate volatility to avoid extreme losses. Gain insight from CIO Mike Kelly and Dr. Vinay Nair of 55ip on how alternatives can help diversify a portfolio and how investors can find the right alternatives to meet their goals.

With markets becoming less predictable, investors need a clear understanding of the features and risks of their investments – especially their alternative investments – to help them best manage their portfolios.

How can individuals invest like institutions? Through the right match of strategy and structure.

As OPEC appears poised to support a more balanced oil market, the tighter overall supply-demand balance may create room for significant growth in U.S. oil production. Learn more about key dynamics driving global commodity prices and how lower oil price volatility may create an attractive environment for U.S. energy companies.

Energy investing means expecting – and even exploiting – volatility. Knowing how to take advantage of opportunities across energy market cycles can help investors meet their long-term goals. CIO Mike Kelly explains how to make the most of volatility.