ISD - PM Perspectives: Searching For Income
By John Lloyd
In this video, Co-Head of Global Credit Research and Portfolio Manager John Lloyd discusses where investors can source income while trying to manage risk in a rising rate environment. He highlights where they see possible opportunities that may offer income while mitigating risk.
Key Takeaways
Shorter-duration and floating rate securities such as bank loans and CLOs may fulfill the need for income and may lower credit risk as rates rise.
The ability to allocate across sectors in order to source opportunities and avoid risk is critical for investors, particularly given where we