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Income Investing
When investing for current income, it’s key to weigh the changing composition of the risk/reward profile of different types of income-producing securities (corporate, government and municipal bonds, preferred stock, real estate investment trusts, etc.). These articles assess income investing strategies and some of the primary risks involved.
Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Brian Cheyne, CFA, CIMA
Evidence continues to mount that the economy is coming in for a soft landing. Despite a modest decline in yields late last year, credit sector yields remain near the high end of their 10 year range and look attractive at these levels.
Explore timely insights on credit risk. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Explore timely insights on interest rate risk. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Jeff Timlin, CFA of Sage Advisory, sub-advisor to the Touchstone Core Municipal Bond Fund, discusses challenges in the municipal marketplace and the opportunities that have arisen.
Chris Mathewson of Ares Capital Management, LLC, sub-advisor to the Touchstone Credit Opportunities Fund, examines considerations surrounding the below investment grade universe and discusses how they inform the portfolio’s positioning.
Art DeGaetano of Bramshill Investments, LLC, sub-advisor to the Touchstone Flexible Income Fund, returns to share his perspective on risks and opportunities within the fixed income marketplace.
Fort Washington Investment Advisors, Sub-Advisor to the Touchstone Ultra Short Duration Fixed Income Fund
In structuring the Touchstone Ultra Short Duration Fixed Income Fund, macroeconomic perspective helps determine duration, yield curve positioning and credit quality bias. And in seeking returns above the fund’s benchmarks, its sub-advisor relies on both strategic sector focus and bottom-up security selection.
Art DeGaetano of Bramshill Investments, LLC, sub-advisor to the Touchstone Flexible Income Fund, discusses where the portfolio has been seeking relative value and how it is being positioned looking forward.
Art DeGaetano of Bramshill Investments, LLC, sub-advisor to the Touchstone Flexible Income Fund, discusses factors currently influencing interest rate movements and shares his perspective on the risks that may accompany higher rates.
The approach utilized for the Touchstone Balanced Fund seeks to overcome shortcomings associated with traditional balanced stock/bond portfolios while adding value through active management. Fort Washington Investment Advisors, Inc. the Fund’s sub-advisor discusses two proprietary tools designed to address this.
Today the high yield sector is providing historically healthy compensation in the form of the credit spread for taking on this risk. This opportunity, as with any, will not last indefinitely.
Touchstone Ultra Short Duration Fixed Income Fund was spotlighted when Bond Fund Intelligence interviewed Brent Miller and Laura Mayfield of Fort Washington Investment Advisors.
Bramshill Investments, LLC, Sub Advisor to the Touchstone Flexible Income Fund
As interest rates world-wide remain near all-time lows, income investors have reason to look beyond their usual areas of market concentration. Bramshill makes a case for U.S. preferred securities.
Income Investing
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