Important information
NA2027669
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Some references are U.S. centric and may not apply to Canada.
There is a risk that the value of the collateral required on investments in senior secured floating rate loans and debt securities may not be sufficient to cover the amount owed, may be found invalid, may be used to pay other outstanding obligations of the borrower or may be difficult to liquidate.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
All investing involves risk, including the risk of loss.
The Bloomberg Barclays U.S. Corporate Bond Index measures the investment grade, fixed-rate, taxable corporate bond market.
The Bloomberg U.S. Aggregate Bond Index is a broad-based benchmark that measures the intermediate-term investment grade, U.S. dollar-denominated, fixed-rate taxable bond market.
The Barclays U.S. Investment Grade Credit Index measures the investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate and government-related bond markets.
The Credit Suisse Leveraged Loan Index is designed to mirror the investable universe of the U.S. dollar - denominated leveraged loan markets
The JPMorgan U.S. High Yield Index is an unmanaged index that tracks the performance of U.S. dollar denominated, below investment-grade rated corporate debt publicly issued in the U.S. domestic market.
The FTSE 10-Year Treasury Benchmark Index measures total returns for the 10-year U.S. Treasuries that settle by the end of the calendar month.
The opinions referenced above are those of the author as of Jan. 25, 2022. These comments should not be construed as recommendations, but as an illustration of broader themes. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.