Reduce risk of rising interest rates
Portfolio Manager Scott D’Orsi, CFA, explains how floating rate bank loans have historically outperformed other fixed income sectors amid rising interest rates.
August 2022 videos:
The muni bond opportunity
Portfolio Manager Paul M. Drury, CFA, talks about why he believes the muni market looks attractive for long-term investors.
September 2022 videos:
Quarterly fund commentaries
Bond yields rise amid risk-off sentiment
Fund lags amid continued market weakness
Growth stocks endure another challenging quarter
Loans outperform most fixed income assets amid market turbulence
Municipals lose ground, but credit fundamentals remain strong
Challenges continued for small-cap growth stocks
Value landscape shifts in a challenging quarter
Volatility abounds on fears of a looming recession
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