- We take a look at the action in preferreds and baby bonds through the first week of August and highlight some of the key themes we are watching.
- The preferreds market got off to a decent start in August - a shift from the tepid July performance.
- In light of very low Treasury yields, we take a look at ways investors can manage their duration exposure of their portfolios.
- We also remain overweight some of the attractively valued and "systemic" sectors such as mREIT and CEF preferreds, which helps to manage idiosyncratic volatility.
For further details see:
Preferreds Market Weekly Review