Fixed Income: A Tough Environment to Make Money – and an Easy One to Make Mistakes

Over the past few years, fixed income investors have been confronted with a level of volatility typically associated with equity portfolios. This is unlikely to change as ongoing uncertainties regarding tariffs, tax policies, U.S. debt refinancing pressures, inflation, geopolitical risks, and credit spreads remain top of mind for investors.  Given all of the uncertainties, it is a tough environment to make money – and an easy one to make mistakes.

CrossingBridge Advisors, a U.S.-based asset manager specializing in fixed income with a focus on U.S. investment grade & high yield corporate bonds, and strong emphasis on downside risk-management.  CrossingBridge believes that fixed-income securities should be the ballast of a portfolio, rather than the main driver of returns in a portfolio.  

In the ChampionsCall, John Conner, Executive Vice President, and Kirk Whitney, Portfolio Manager, talk about the risks and opportunity sets in today’s fixed environment and share why CrossingBridge Advisors continues to remain highly selective—cautious in risk-management, yet opportunistic when compelling value presents itself.