Bond Investing in the Face of Uncertainty: A Multi-Sector Approach

Wednesday, October 20, 2021

3:00 PM EDT | 12:00 PM PDT

60 minutes

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For investors searching for yield in today’s environment of inflation uncertainty and rising interest-rate risk, a multi-sector, credit-oriented investment approach that actively seeks to take advantage of opportunities across the spectrum of investment sectors may be a potential solution. Join us on October 20th when we delve into the current investment backdrop and reveal how credit sectors have historically performed well when rates are on the rise. We’ll also explain:

  • Why historically low yields result in a small margin of safety in core bonds
  • How credit can potentially diversify interest-rate risk
  • The yield advantage and lower duration found within credit sectors
  • Why credit risk compensation is relatively attractive in the current environment

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Disclosure

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett's products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product, or service may be appropriate for your circumstances.

Speakers

Steve Rocco, CFA Headshot

Steve Rocco, CFA
Partner & Co-Director of Taxable Fixed Income
Lord Abbett

Steven Rocco is responsible for oversight of all of Lord Abbett’s Taxable Fixed Income investment activities, including portfolio management, global credit research, and trading. He also serves asthe lead Portfolio Manager for the firm’s High Yield and Multi Sector fixed income strategies. Mr. Rocco is also a member of the Investment Leadership Team, as well as the Strategic Allocation Committee. Inaddition, he serves on the Lord Abbett Steering Committee, which provides strategic direction and decides on the priorities of the organization. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Prior to his current role, he served as Associate Portfolio Manager for the firm’s investment grade fixed income strategies. He has worked in the financial services industry since 2001.

He earned a BA in economics from Cornell University and is a holder of the Chartered Financial Analyst (CFA) designation.

Andrew Fox, CFA, CIMA® Headshot

Andrew Fox, CFA, CIMA®
Investment Strategist
Lord Abbett

Andrew Fox is responsible for providing Lord Abbett’s portfolio management teams with investment insight and relevant market information for the firm’s fixed income strategies. In this role, he also communicates with institutional clients and prospects regarding current portfolio positioning and the firm’s market outlook. Mr. Fox also collaborates with the consultant relations, product development, and relationship management teams as appropriate. Mr. Fox joined Lord Abbett in 2001. Prior to his current role, he worked in various capacities at Lord Abbett, including as an Internal Wholesaler and Director of Competitive Sales Analysis. In 2004, he became a member of the Portfolio Specialist Group, a team that represents the firm’s investment strategies to retail and institutional audiences. He was later was promoted to lead the group. He began his career at Prudential Securities in the Private Client Group. He has been in the financial services industry since 1999.

Mr. Fox earned a BA in political science from Montclair State University. He also is a holder of the Chartered Financial Analyst®(CFA) designation and Certified Investment Management Analyst (CIMA) designation.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.