Baylor Lancaster-Samuel
Senior Vice President and Chief Investment Officer, Amerant Investments
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 09
$79.63
-0.0%
High yield is interesting as a shorter-duration asset class that provides carry. With the economy in a solid spot, credit risk is manageable and carry is king, even without much capital appreciation.
Macro
Long
Jun 09
$108.41
-0.0%
She is not afraid of duration and encourages clients to buy and hold bonds. Locking in a 6% yield on investment-grade credit is attractive enough, especially with the Fed likely to keep rates steady.
Macro
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