Sentences with phrase «protection in a rising rate environment»

Not exact matches

Discount callables are a better choice when the investor believes volatility will be low but prefers more protection in an environment of rising interest rates.

The variability of returns is expected to be greater than the index as the intent of the portfolio is to provide both protection in rising interest rate environments as well as ultimately provide a higher level of return through both income and capital appreciation.

The Fund's investments in shorter duration high - yield bonds and floating - rate loans may help provide investor portfolios» a level of protection in a rising - rate environment, as investments in the Fund's universe have typically performed with low correlation to traditional bond markets.

Discount callables would generally be chosen when the investor believes volatility will be low but prefers more protection in an environment of rising interest rates.