sanjacalpha

through fixed income markets than they realize. Tune in at 38:18 to hear SanJac Alpha CIO, Andrew Wells, talk with @Chuck Jaffe on @MoneyLife sanjacalpha.com/moneylife/

As AI infrastructure spending accelerates, bond markets are seeing significant new debt issuance from hyperscalers and data center buildouts. According to SanJac Alpha CIO Andrew Wells, many investors may already have more exposure to these trends

While equity momentum has remained strong, credit markets continue to provide important signals beneath the surface. Tune in at 38:18 sanjacalpha.com/moneylife/

Bond markets often signal underlying market stress before equity markets do. SanJac Alpha CIO Andrew Wells is closely watching long-term Treasury yields and credit spreads for signs that market conditions may be shifting.

With credit spreads still tight - less room for error in fixed income. That makes the differences btwn what you own more important, whether it’s credit quality, structure, or how a bond is priced. In a crowded index, selectivity starts to matter more. sanjacalpha.com

CIO Andrew Wells, featured in @Bloomberg. bloomberg.com/news/articles/… $OWL #MorganStanley #PrivateCredit

Blue Owl’s BDC subsidiary (OBDC) completed a $400M bond deal arranged by Morgan Stanley. Strong institutional backing highlights an important dynamic in today’s market. Access to capital remains, even as concerns in private credit persist.

CIO Andrew Wells, featured in @Bloomberg. bloomberg.com/news/articles/… $OWL #MorganStanley #PrivateCredit

Some investors are beginning to look a bit further out along the curve where yields may be more compelling, but that comes with different risks. At SanJac Alpha, we’re focused on how that balance is changing.

As the yield curve shifts, the role of cash is evolving. Many believe ultra-short strategies have been a safe place to be, but will they still offer the same opportunity going forward?

Strong institutional backing points to continued access to capital, even as concerns in private credit remain. CIO Andrew Wells, featured in @Bloomberg.tinyurl.com/2s2zc7ef $OWL #MorganStanley #PrivateCredit

Even as parent $OWL shares declined sharply, Blue Owl’s BDC subsidiary (OBDC) completed a $400M bond deal arranged by Morgan Stanley.

Whether seeking income, stability, or a smarter way to navigate today's rate environment, we believe our active mgmt & focused approach can help you reach your goals. Explore $SJLD $SLCP designed to help investors stay ahead rather than just keep up. sanjacalpha.com

Inflation may look hot 1 month and cool the next-but the #bondmarkets respond to shifts either direction. #Fixedincome is less about yesterday’s #s than it is about tomorrow’s pressures. Our innovative approach to actively managed FI focuses on risk mgmt. bit.ly/4qN5grs

and the SanJac Alpha Core Plus Bond ETF $SJCP, were designed to provide investors with access to market opportunities and risk management-a combination we believe is essential in today’s unpredictable markets. t.ly/SZ1-l

Some investors shy away from #fixedincome investments, opting for “flashier” stocks. While #bonds may not seem that exciting, they can be ideal for investors looking for potential income and capital preservation. Our ETFs, the SanJac Alpha Low Duration ETF $SJLD,

Active fixed income and active equity are not the same. Bonds have multiple layers and structures, even within a single company. That complexity can create opportunities to focus on managing risk, not just chasing returns. #ActiveManagement #FixedIncome #Investing