High Yield Spread Widening: Waiting for Godot
Given high yield’s heightened quality and strong yields, waiting for spreads to widen may cause investors to miss out.
Bank Loans, 2023 Prognostications, and Chicken Little
Despite overstated gloomy prognostications for bank loans, the asset class is up by about 12% over the last two years.
Market Review and Outlook 4Q23 - Investment Grade
The Quarter of the Bond – November and December of 2023 delivered a pretty historic two-month period, bringing full year 2023 returns remarkably closer to the hopes and dreams of market participants earlier in the year.
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.