By Ed Lopez, Managing Director, Head of Product Management
1. How to Allocate to CLOs with Laila Kollmorgen
In this episode, we get an update on CLOs from Laila Kollmorgen, Portfolio Manager for Pinebridge, and we discuss a common question she gets from advisors: how do CLOs fit into my portfolio?
2. Who’s Buying Gold? with Axel Merk
Central banks have been stocking up on gold – what are the reasons for this? This episode explores the benefits of holding gold, the main types of gold investors, and if the gold standard could make a comeback.
3. To T-Bill or Not to T-Bill
This episode discusses whether investors should sit out market volatility in T-bills and if the convenience of using money market funds to earn a higher yield is worth the fees. Additionally, it covers why investors should diversify their fixed income lineup.
4. Alternative Investment Allocation with Joe Taiber
Find out what makes alternative investments, including private credit, hedge funds, and real estate, attractive given the current market environment and what factors to consider when allocating to these in a portfolio.
5. Modernizing Financial Advice with Ritik Malhotra
Learn what helps financial advisors stand out in their practices, the importance of qualitative and quantitative traits in advising, and how to incorporate artificial intelligence.
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Originally published 27 December 2023.
For more news, information, and analysis, visit the Beyond Basic Beta Channel.
IMPORTANT DISCLOSURES
Please note that VanEck may offer investments products that invest in the asset class(es) discussed in these videos.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned is unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.
There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative.
An investment in a Collateralized Loan Obligation (CLO) may be subject to risks which include, among others, debt securities, LIBOR Replacement, foreign currency, foreign securities, investment focus, newly-issued securities, extended settlement, management, derivatives, cash transactions, market, operational, trading issues, and non-diversified risks. CLOs may also be subject to liquidity, interest rate, floating rate obligations, credit, call, extension, high yield securities, income, valuation, privately-issued securities, covenant lite loans, default of the underlying asset and CLO manager risks, all of which may adversely affect the value of the investment.
Gold investments are subject to the risks associated with concentrating its assets in the gold industry, which can be significantly affected by international economic, monetary and political developments. Investments in gold may decline in value due to developments specific to the gold industry. Foreign gold security investments involve risks related to adverse political and economic developments unique to a country or a region, currency fluctuations or controls, and the possibility of arbitrary action by foreign governments, or political, economic or social instability. Gold investments are subject to risks associated with investments in U.S. and non-U.S. issuers, commodities and commodity-linked derivatives, commodities and commodity-linked derivatives tax, gold-mining industry, derivatives, emerging market securities, foreign currency transactions, foreign securities, other investment companies, management, market, non-diversification, operational, regulatory, small- and medium-capitalization companies and subsidiary risks.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.
© Van Eck Associates Corporation.
