investment viewpoints

Are you getting the best reward for your risk appetite?

Yannik Zufferey - Chief Investment Officer, Fixed Income

Yannik Zufferey

Chief Investment Officer, Fixed Income
Leslie Leigh - Client Portfolio Manager

Leslie Leigh

Client Portfolio Manager

In today’s low yield world, fixed income investors are seeking improved return potential from corporate bonds. Our crossover strategy maintains an average investment grade rating on the overall portfolio, but moves into the best quality of high yield to enhance returns.

That’s why we call it investment grade, enhanced. 

In this video, Yannik Zufferey, CIO Fixed income, and Leslie Leigh, Client Portfolio Manager, explore how investors could get the best reward for their risk appetite by prudently investing in the crossover segment.

Crossover describes BBB to BB credit ratings, including fallen angels. Historically, risk in this area of ratings has better resembled investment grade. But crossover returns tend to be better than investment grade.

important information.

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