What's in the news:
Investment grade corporate bond yields are currently at the lowest level since the 1950’s. This is concerning to income oriented investors as higher yields are becoming harder to find within the investment grade space.
The Moody's Baa Index yield is at its lowest level since 1957
What are we thinking?
We believe investors should not be forced to go further down the bond quality ladder to get a higher yield. Incorporating a sleeve of investment grade preferred securities could be a key element to enhancing a conservative portfolio's current income.
This information is intended solely to report on investment strategies and opportunities identified by Roosevelt. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This material is not intended as an offer or solicitation to buy, hold or sell any financial instrument. References to specific securities and their issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Please contact us at 646-452-6700 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions, or if you would like to request a copy of our Code of Ethics. Our current disclosure statement is set forth on our Form ADV Part II, available for your review upon request, and on our website, www.rooseveltinvestments.com.
Past performance is not a guarantee of future results. Indices are unmanaged and cannot accommodate direct investment. Themes assigned as per Roosevelt Investments’ evaluation. Risk tools may include cash or other securities that we believe possess a low or inverse correlation to the overall market.
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