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Senior Loans: A Slow and Steady Asset Class (Infographic)

As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of the hare. We like to think of senior loans as the tortoise of the investment universe. Here are some highlights about this slow and steady asset class and how it may help your investment portfolio.

Senior Loans 101_FINALv3

loomis sayles bank loans not just an interest rate play

Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.

Diversification does not ensure a profit or guarantee against a loss.

Investing involves risk including possible loss of principal.

Past performance is no guarantee of future results.

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This blog post is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.

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About the Authors

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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