Senior Loans: A solution for low yields and rising rates

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In this session, we will provide an overview on inflation, senior loans and how incorporating the asset class into portfolios may increase your yield, while hedging against rising rates and inflation.

Learning Objectives:

• With rising interest rates, concerns over inflation and the search for yield we will illustrate why Loans are a compelling investment in this environment.
• Given Loans’ low correlation to other major asset classes, they may be an effective diversifier in a portfolio.
• We will show how pairing Loans with IG bonds and other traditional assets may help reduce volatility and increase risk adjusted returns in a portfolio.

Speakers

Brian Levitt
Global Market Strategist
Invesco

Brian Levitt is the Global Market Strategist, North America, for Invesco. He is responsible for the development and communication of the firm’s investment outlooks and insights. Mr. Levitt has two decades of investment experience in the asset management industry. In April 2000, he joined OppenheimerFunds, starting in fixed income product management and then transitioning into the macro and investment strategy group in 2005. Mr. Levitt co-hosted the OppenheimerFunds World Financial Podcast, which explored global long-term investing trends. He joined Invesco when the firm combined with Oppenheimer Funds in 2019. Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University. He is frequently quoted in the press, including Barron’s, Financial Times and The Wall Street Journal. He appears regularly on CNBC, Bloomberg and PBS’s Nightly Business Report.

Taylor Watts
Senior Client Portfolio Manager
Invesco

Taylor Watts is a Senior Client Portfolio Manager for Invesco’s Global Senior Loan group. In this role, he is responsible for the ongoing product development and marketing of investment funds for senior loans and alternative credit products, with a focus on retail funds.

Mr. Watts joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2015 and was most recently a vice president and senior client portfolio manager on the senior corporate loan team. Prior to that, Mr. Watts spent 24 years on the sell side of Wall Street, working for such firms as Chase and Credit Suisse, where his primary focus was on sales and placement of below-investment-grade debt to institutional investors. Over the years, he has built and run sales and distribution teams and has held senior management positions at several boutique firms. Mr. Watts entered the financial services industry in 1991.

Mr. Watts earned a BA degree from Williams College. He holds the Series 7, 9/10, and 63 registrations.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.