Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Fixed Income Annualized Returns Over the Past 18 Years

Chart of the Week

Chart of the Week | August 09, 2021
Macro Insights

Fixed Income Annualized Returns Over the Past 18 Years

  • Over the past 18 years floating rate loans, investment grade corporate bonds (Aaa), high yield bonds, and convertible bonds all outpaced the Bloomberg Barclays US Aggregate TR Index.
  • With a Covid-19 induced boost, convertible bonds lead the way, outpacing high yield bonds by almost 300 bps.
  • With inflation looming, the economy recovering, and corporate issuances plateauing, convertible bonds, investment grade corporate bonds, high yield bonds, and floating rate loans remain well positioned to outperform.
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Hunter Frey, Analyst
Hunter Frey, Analyst
Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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