WEBCASTS

Fortify Your Fixed Income Portfolio

With corporate fundamentals exhibiting resilience despite higher rates, and with the Fed expected to keep rates “higher for longer,” floating rate credit may offer a combination of high income potential and attractive fundamentals, as well as diversification within a fixed income portfolio. There are many ways investors can add floating rate credit exposure to a portfolio that vary based on the underlying borrower, structural features and risk profile.

December 7, 2023

11am PT | 2pm ET

1 CE Credit

SUMMARY

Topics will include:

How collateralized loan obligations (CLOs) can offer investors high yield potential with built-in risk protection
Why corporate floating rate notes (FRNs) can be attractive as a high quality cash complement
How to access the benefits of private credit through a liquid and diversified exposure

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Fran Rodilosso

Head of Fixed Income ETF Portfolio Management
VanEck

Bill Sokol

Director of ETF Product Management
VanEck

Coulter Regal, CFA

Product Manager
VanEck

Todd Rosenbluth

Head of Research
VettaFi

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Important Disclosures

For Financial Professionals Only. Not for Distribution to the Public.

Please note that VanEck may offer investment products that invest in the asset class(es) or industries discussed in this webinar.  

The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. 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.

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.

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.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

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.  