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Why It’s a Good Time for Loan Funds

Treasury bond yields are low, junk is volatile. For conservative investors, syndicated loans, perhaps in closed-end funds, look appealing…

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Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.

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