Economic data and policy decisions don’t impact fixed income all at once. They tend to show up over time.
For many investors, the balance between income and risk is the primary focus. At SanJac Alpha, we’re watching how those conditions evolve, from inflation to interest rates.
Active strategies allow for adjustments over time, whether that’s duration, credit, or risk positioning. It’s not just about following the market, it’s about understanding what you’re exposed to.
Is your bond portfolio on autopilot?
Most indices tend to be driven by the largest issuers, which can lead to heavier exposure in certain areas.
While that’s fine in some environments, it’s not always the most prudent path.
through fixed income markets than they realize.
Tune in at 38:18 to hear SanJac Alpha CIO, Andrew Wells, talk with @Chuck Jaffe on @MoneyLife
https://t.co/ZX4GxVQb27
As AI infrastructure spending accelerates, bond markets are seeing significant new debt issuance from hyperscalers and data center buildouts.
According to SanJac Alpha CIO Andrew Wells, many investors may already have more exposure to these trends
While equity momentum has remained strong, credit markets continue to provide important signals beneath the surface.
Tune in at 38:18
https://t.co/ZX4GxVQb27
Bond markets often signal underlying market stress before equity markets do. SanJac Alpha CIO Andrew Wells is closely watching long-term Treasury yields and credit spreads for signs that market conditions may be shifting.
With credit spreads still tight - less room for error in fixed income. That makes the differences btwn what you own more important, whether it’s credit quality, structure, or how a bond is priced. In a crowded index, selectivity starts to matter more. https://t.co/Wpvy7K6qd1
Blue Owl’s BDC subsidiary (OBDC) completed a $400M bond deal arranged by Morgan Stanley.
Strong institutional backing highlights an important dynamic in today’s market. Access to capital remains, even as concerns in private credit persist.
Some investors are beginning to look a bit further out along the curve where yields may be more compelling, but that comes with different risks.
At SanJac Alpha, we’re focused on how that balance is changing.
As the yield curve shifts, the role of cash is evolving. Many believe ultra-short strategies have been a safe place to be, but will they still offer the same opportunity going forward?
Strong institutional backing points to continued access to capital, even as concerns in private credit remain.
CIO Andrew Wells, featured in @Bloomberg.https://t.co/0jv5OCn2gu $OWL #MorganStanley#PrivateCredit
Whether seeking income, stability, or a smarter way to navigate today's rate environment, we believe our active mgmt & focused approach can help you reach your goals. Explore $SJLD $SLCP designed to help investors stay ahead rather than just keep up. https://t.co/Wpvy7K6qd1