Market Review and Outlook 1Q23 - Investment Grade and Tax-Exempt Fixed Income
Between nagging inflation, banking turmoil, bailouts of uninsured depositors, another Fed rate hike, and a slowing economy, investment grade investors had quite a ride in the first quarter of 2023.
Market Review and Outlook 1Q23 - Leveraged Finance
Loans produced healthy returns in the first quarter, despite macro volatility and retail outflows. The high yield market bounced back in the 1Q23 following a difficult 2022.
Bank Loans: Diversification, Quality, Active Management, and Potential Expectations for 2023
George Goudelias, Head of Leveraged Finance and Senior Portfolio Manager at Seix Investment Advisors, was recently joined by Joe Terranova, Chief Market Strategist at Virtus, for an in-depth discussion on the bank loan market and the potential benefits of the asset class as a diversification tool.
Strategically Focused Investments
Our strategies can serve as the core of a fixed income allocation or as a dynamic complement to an existing portfolio.
Our Approach to ESG
The integration of Environmental, Social and Governance (ESG) risk analysis into our existing investment process brings another level of risk assessment to our decision making process. By focusing on discrete risks and potential opportunities related to ESG, we are better able to select those companies with proven business models designed to withstand exogenous shocks. Since inception, Seix has managed portfolios for clients with social exclusions including gaming, weapons and tobacco.
