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Enhance Your Fixed Income Portfolio with Rising Rate Strategies: Senior Loans and Securitized Debt

Markets might be shifting rapidly, but investors’ need for steady income hasn’t changed. To maintain comfortable yields in an environment of rising interest rates and inflation, investors should consider out-of-the-box fixed income exposures, such as senior loans or securitized debt.

In the upcoming webcast, Enhance Your Fixed Income Portfolio with Rising Rate Strategies: Senior Loans and Securitized Debt, George Goudelias, Head of Leveraged Finance, Senior Portfolio Manager, Seix Investment Advisors; Nicodemus Rinaldi, Senior Managing Director and Portfolio Manager, Securitized Products, Newfleet Asset Management; and James Jessup, Product Manager, Virtus Investment Partners, will take a comprehensive overview of the alternative income category to help financial advisors make the best risk-return, trade-off to meet a clients’ income needs.

For example, the actively managed Virtus Seix Senior Loan ETF (NYSEArca: SEIX) seeks to provide investors with a high level of current income via first- and second-lien senior floating-rate loans. Senior loans are typically used for business recapitalizations, acquisitions, leveraged buyouts, and re-financing.

The ETF is sub-advised by Seix Investment Advisors LLC, which will manage investments for the portfolio. Seix seeks to generate competitive absolute and relative risk-adjusted returns over the full market cycle through a bottom-up focused, top-down aware process. Seix employs multi-dimensional approaches based on strict portfolio construction methodology, sell disciplines, and trading strategies with prudent risk management as a cornerstone.

Additionally, to help investors navigate the markets for the year ahead, fixed income investors can look to something like the Virtus Newfleet ABS/MBS ETF (NYSE: VABS), which can complement a traditional fixed income portfolio. The ABS (auto loans, equipment leases, credit card receivables, student loans, etc.) and MBS (pools of mortgages, both residential and commercial, agency and non-agency) sectors provide a broader investment opportunity set and much-needed diversification relative to traditional fixed income. With an emphasis on the out-of-index, niche areas of the securitized credit markets, Newfleet’s securitized credit specialists employ their hallmark relative value approach, exploiting inefficiencies by continuously evaluating the market sectors and securities.

Financial advisors who are interested in learning more about fixed-income strategies can register for the Thursday, May 5 webcast here.

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