In a world of near-zero interest rates, traditional fixed income offers:
- Very little income
- Limited upside/hedging
- Potential for significant losses when rates rise
In the past, advisors compensated for low yields by going down the credit spectrum and into more illiquid and opaque investments.
Fixed Income 2.0.
We offer another option: add more of the good stuff.
We build a core corporate bond portfolio and enhance yield through investment grade-credit, manage duration, and seek excess return through trading strategies.