2018 marked the end of an era for fixed income investors. The combined tailwinds of quantitative easing and an accommodative Fed policy that defined the past decade were replaced by rising rates and increased market volatility. The path forward for fixed income in 2019 is less certain than it has been at any time in recent memory.
During this presentation, Eddy Vataru, lead portfolio manager of the Osterweis Total Return Fund (OSTRX), will share his current economic outlook and provide practical insights into developing an investment grade strategy that is flexible enough to handle today’s new realities. Eddy will explain how to combine duration management, sector allocation, and security selection to respond to a wide range of market conditions as well as the risks that need to be considered. Finally, he will discuss how this type of strategy fits into client accounts.