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The search for income and return
Attractive opportunities may still be found in select fixed income sectors and strategies, as well as dividend-paying equities.
 
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Nov 2016
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Finding dividends in unexpected places

Authors: Gabriel Kim, CFA, ...

Certain mid-sized dividend-paying companies have outperformed the market long term. Portfolio manager Gabe Kim shares his process and investment approach.

File under: The search for income and return

 
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Bank loans: Yesterday, today, and tomorrow

Authors: Jeff Heuer, CFA, ...

Bank loans offer a rare combination of relatively high income, low interest-rate sensitivity, diversification, and currently attractive valuations.

File under: Preparing for reflation and rising rates, The search for income and return, Fixed income strategies for today — and tomorrow

 
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CLOs: Don’t let the initials scare you off

Author: Campe Goodman, CFA

Many investors have shied away from the structured securities market, which performed poorly during the financial crisis. Portfolio Manager Campe Goodman explains why he believes senior tranches of...

File under: The search for income and return, Fixed income strategies for today — and tomorrow

 
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Generating income: A three-pillar framework

Authors: Peter Wilke, ...

Multi-asset strategies — particularly those that incorporate dynamic asset allocation, structural diversification, and drawdown management — can be attractive ways to gain income.

File under: The search for income and return