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Why Floating Rates Remain Compelling in the Face of Rate Cuts

Yield opportunities abound in liquid corporate loans, bonds, and structured credit investments. But, with rate cuts looming large, some investors are unsure how to proceed. Floating rate credit markets remain attractive despite the income rate cuts and the current default picture. 

Join the experts at Eaton Vance and learn all about a floating rate strategy built to tackle the current market moment. Find out how floating rates can help your clients and where they fit in your fixed income portfolio.

March 21, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • An overview of the default picture and what’s priced into current valuations.
  • A discussion of private credit strategies, and how liquid and private markets work together.
  • A thorough unpacking of where a floating rate strategy fits in a portfolio and how it can help your clients achieve better income outcomes.

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

Anthony Rochte

Managing Director, Global Head of Exchange-Traded Funds
Morgan Stanley Investment Management

Ralph Hinckley, CFA

Managing Director, Portfolio Manager and Senior Credit Analyst
Eaton Vance

Christopher Remington

Managing Director, Institutional Portfolio Manager
Eaton Vance

Lara Crigger

Editor-In-Chief
VettaFi

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Important Disclosures

For Investment Professional Use Only.
Important Risk Information
Investing involves risk including the risk of loss of principal.

The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively “the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.