Insights by Elaine Zaharis-Nikas, CFA

Preferred securities: Resetting for a new cycle

Preferred securities: Resetting for a new cycle

June 2023 | 25 mins

Recent bank turbulence and the end of the Fed’s rate-hiking cycle create what we believe may be an exceptional buying opportunity for preferreds.

Unlocking value: What end of rate hikes may mean for preferreds

December 2022 | 19 mins

With inflation peaking and recession looming, we anticipate a strong vintage year for fixed income—with declining rates potentially leading to outsized returns and high tax-advantaged income from preferred securities.