Investment grade bonds provide an anchor to investors looking for stable returns, especially when culled from around the world. Portfolio manager Jason Singer builds a global portfolio of bonds based on high conviction ideas with the help of deep localized research and duration management.
Small-Cap > Core
Hartford Strategic Income Fund
ALFYX
Nov 11, 2016
Diversification is key for The Hartford Strategic Income fund, which has more than 200 holdings in various fixed income sectors. Portfolio manager Campe Goodman relies on the deep research capabilities at Wellington, the collaborative culture, and the disciplined approach as instrumental for staying on top of a complex set of
Small-Cap > Core
JPMorgan Global Bond Opportunities Fund
ALFVX
Nov 11, 2016
Few investors are aware that the more indebted a country or a company is, the higher its weighting in the benchmarks proves to be. To avoid this paradox, JPMorgan established its Global Bond Opportunities Fund, which is not managed to a benchmark and can invest in any sector of the
Small-Cap > Core
Cohen & Steers Preferred Securities and Income Fund
ALFTX
Nov 11, 2016
While economies around the world may be linked in a global pattern, different economic conditions and cycles still offer changing opportunity sets to investors. William Scapell, portfolio manager of the Cohen & Steers Preferred Securities and Income Fund, and his team of international analysts combine fundamental analysis with macro views
Small-Cap > Core
Transamerica Flexible Income Fund
ALFRX
Nov 11, 2016
With more than $20 trillion of fixed income securities, the bond market is deep and varied, demanding rigorous analysis and a disciplined investment process. Brian Westhoff, portfolio manager for the fund’s sub-adviser, Aegon USA Investment Management, LLC, and Tom Wald, chief investment officer for the fund’s advisor, Transamerica Asset Management,
Small-Cap > Core
Diamond Hill Corporate Credit Fund
ALFQX
Nov 11, 2016
Traditionally, fund managers in the fixed-income space tend to build portfolios based on benchmarks that leave little room for credit selection. Bill Zox and John McClain explain how the Diamond Hill Corporate Credit Fund looks for opportunities where other managers rarely tread, using intensive fundamental research to identify bonds that
Small-Cap > Core
Columbia Strategic Income Fund
ALFOX
Nov 11, 2016
Investing in bonds may provide stable income and safety of principal as long as the correlation between risks and cycles is properly assessed. Gene Tannuzzo and the multi-sector team at the Columbia Strategic Income Fund maintain a bond portfolio based on fundamental research with an embedded risk analysis in their
Small-Cap > Core
Russell Global Opportunistic Credit Fund
ALFKX
Nov 11, 2016
Investing in emerging markets requires a dedicated focus and specialized resources when evaluating sovereign and high yield corporate bonds. Keith Brakebill, portfolio manager of the Russell Global Opportunistic Credit Fund, seeks to benefit from greater exposure to credit risk by allocating capital in the fund to six specialized managers who
If patience is key in the world of income-oriented investing, creativity and flexibility to changing scenarios are equally important. Daniel Ivascyn, portfolio manager of the PIMCO Income Fund, marries top-down macro analysis with bottom-up security selection based on relative value across bond sectors and geographies in order to seek consistent
When it comes to strategic income, investors tend to seek balance between well-researched selectivity and diversification. Brian M. Robertson and his team of analysts at Pacific Asset Management rely on a collaborative analysis of investment-grade, high-yield corporate bonds, and floating-rate loans to build a diversified portfolio that generates risk-adjusted returns