Jeff Raupp, CFA, Senior Investment Manager
On this week’s podcast (recorded January 31, 2015):
What we like: Yields on investment-grade and high-yield corporate bonds have moved higher; credit is strong fundamentally; investors indiscriminately selling credit securities
What we don’t like: Impact of lower oil prices on energy companies; possible creation of defaults
What we’re doing about it: Keeping current weight to credit, but opportunities arising due to credit selling; monitoring falling oil prices
Click here to listen to the audio recording
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.