In our Q3 2026 Strategic Income Webinar, the team discusses the evolving fixed income landscape and examines the implications for investors. Below is a partial list of the topics they cover:
- The challenges of a more hawkish, less communicative Fed
- The drivers of higher rates, including the Iran war and record Federal borrowing
- The underappreciated risks of AI debt
- The implications of weaker correlation between high yield bonds and equities
- Why the current environment is creating good potential buying opportunities
Following the panel discussion, the team hosts a lively audience Q&A session, where they discuss their portfolio positioning, the pros/cons of floating-rate loans, and the growth of the high yield market. They also explain why they prefer investing in high yield and convertible bonds versus investment grade.
#FixedIncome #BondInvesting #StrategicIncome #OSTIX #Investing #HighYield #Fed #AI #OsterweisCapitalManagement
Consumer Price Index (CPI) reflects the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. There is typically a one-month lag in the measure due to the release schedule from the U.S. Bureau of Labor Statistics.
Spread is the difference in yield between a risk-free asset such as a Treasury bond and another security with the same maturity but of lesser quality.
A real estate investment trust (REIT) is a publicly traded company that owns, operates or finances income-producing properties.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-1020190-2026-10-15]
