Balancing Income and Volatility

Within the current market environment, fixed-income investors are finding it challenging to generate strong income while preserving capital and insulating their portfolios from the risk of rising rates. As a result, investors’ portfolios may either generate little yield or be exposed to too much risk.

To increase income potential while reducing risk and interest rate sensitivity, we believe investors should consider combining investment-grade (limited- or intermediate-term) bonds with senior loans.

Oppenheimer Limited-Term Bond, Core Bond, and Senior Floating Rate Funds are managed by experienced investment teams that employ disciplined approaches.

The Investment Grade Debt Team has taken a top-down, bottom up investment approach within a risk controlled framework since its 2009 inception. The Senior Corporate Loan Team employs a bottom up, fundamental approach to loan investing and has been led by the same portfolio manager since Senior Floating Rate Fund’s inception in 1999.

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