Gaining Perspective

What Explains the Outperformance of Loans?


Listen Later

Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.

Those factors argue in favor of an allocation to floating-rate notes. My guest today will help us explore this asset class, its opportunities and its risks.

Show Resources:
Here are some links to learn more about EVLN and Eaton Vance

  • Eaton Vance Floating-Rate ETF - https://www.eatonvance.com/im/en-us/financial-advisor/product-and-performance/etfs/fixed-income/.ev.html/ev?cid=bn:etf2:vettafi:launchaccel:podcast:na:na:na 
  • All Eaton Vance ETFs- https://www.eatonvance.com/etfs.php?cid=bn:etf2:vettafi:launchaccel:podcast:na:na:na 


...more
View all episodesView all episodes
Download on the App Store

Gaining PerspectiveBy Advisor Perspectives

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

21 ratings