World Financial

Finding Income in a Low Rate World


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Despite rates reflating off of expansionary rhetoric from policy makers, real yield on most bonds is still negative. Most savers can’t survive on the yield from CDs at their local bank and need to hunt for yield. Brian is joined by Greg Brown, Fixed Income Strategist, to discuss the outlook for rates, options for investors who want to diversify their sources of income and tips on how to incorporate these strategies into a portfolio.
Disclosures:
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
These views represent the opinions of the Portfolio Manager at OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.
The mention of specific countries, sectors or securities does not constitute a recommendation on behalf of any Fund or OppenheimerFunds, Inc.
Below-investment-grade (“high yield” or "junk") bonds are more at risk of default and are subject to liquidity risk.
Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and share prices can fall.
Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Diversification does not guarantee profit or protect against loss.
Emerging and developing market investments may be especially volatile.
Equities are subject to market risk and volatility; they may gain or lose value.
Municipal bonds are subject to default on income and principal payments.
Senior loans are typically lower-rated and may be illiquid investments (which may not have a ready market).
Investing in MLPs involves additional risks as compared to the risks of investing in common stock, including risks related to cash flow, dilution and voting rights. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. MLPs may trade less frequently than larger companies due to their smaller capitalizations which may result in erratic price movement or difficulty in buying or selling. Additional management fees and other expenses are associated with investing in MLP funds.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.
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World FinancialBy OppenheimerFunds Distributor, Inc.