While Governance factors tend to be consistent across sectors, the Environment and Social factors vary. Managing analyst Raquel McLean discusses what special issues they look at for preferred securities.
ABOUT THE AUTHORS
Raquel McLean, CFA Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for global insurance companies and Asian banks.
FURTHER READING
Five reasons to consider preferred securities if you own municipal bonds
With many investors feeling the sting of taxes, municipal bonds aren’t the only option for tax-advantaged income. Preferred securities currently offer among the highest after-tax yields in fixed income, regardless of tax bracket.
Why passive preferred ETFs miss market opportunities
The market has evolved considerably, but passive ETFs have not adapted. We believe active strategies that invest across the entire market are a better solution.
Tariffs, volatility and the opportunity in preferred securities
In a market shaped by tariffs and volatility, we explore how preferred securities are holding up—and where we see opportunity ahead.