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Inside Seix’s CLO Business
Why institutional investors from around the world have chosen Seix for structured credit vehicles. With collateralized loan obligations (CLO) increasingly popular among banks and insurers around the world, Seix has managed 15 CLOs and recently closed on its ninth since the financial crisis. Like its other CLOs, this new offering focused on credits with: solid asset protection; improving cash flow used to grow the business and/or de-leverage the balance sheet; seasoned capable management.
Putting the Coronavirus in Perspective
Seix investment grade (IG) and leveraged finance (LevFin) teams share their observations and outlook on the impact of the coronavirus on the global economy and markets.
Market Review and Outlook 4Q19 - Leveraged Finance
CCC Leads High Yield in 4Q; Loans Finish Strong; Quality Beckons
The ICE BofAML High Yield Cash Pay Index delivered a strong 2.59% return in the fourth quarter. CCC-rated bonds outperformed with a return of 3.32% compared to 2.37% for BBs and 2.89% for Bs.
High yield fundamentals remain stable in most industries, and we are not very concerned about an imminent recession or a general credit sell-off, but we are cautious about certain industries including energy, retail and wireline telecom. Considering spreads and interest rates are relatively low, to protect the downside, now may be a good time to favor high quality issues with a duration of less than three years.
Market Review and Outlook 4Q19 - Investment Grade and Tax-Exempt Fixed Income
Investment Grade Taxable and Tax-Exempt Fixed Income: Greater Liquidity, Lower Volatility, and an Insatiable Reach for Yield
The fourth quarter capped a banner year thanks to continued dovishness and stimulus from the Federal Reserve. Risk assets and haven assets all performed well, which was quite unusual. Complacency has replaced risk aversion.
James Keegan and Perry Troisi featured in WealthManagement, "Credit Binge May Produce Quite a Hangover"
Seix portfolio managers featured in Wealth Management’s Fixed Income 2020 Outlook.
How Much “Insurance” Does Latest Rate Cut Buy?
After the FOMC cut rates, Fed Chair Powell said nope to NIRP (negative interest rate policy). But a return to ZIRP (zero interest rate policy) and more QE/forward guidance seem inevitable.
Trump Outmaneuvers Fed Via Trade Policy
Amid strong/persistent headwinds, Seix Investment Advisors explore the implications of the Fed’s reflexive responses to massive sell-offs and escalating trade tensions, as policy seems fixated on ever rising asset values.
News & Insights Archive