The Return of Fixed Income: 3 ETFs You Need to Know

Fixed income is back, and there may be more opportunity for income investors than just buying traditional bonds.In this interview, I’m joined by Jeff Klingelhofer from Aristotle Pacific Capital to discuss the current fixed income environment and the firm's new ETF lineup: ARCP, ARMS, and SDUR.Aristotle Pacific Capital has nearly 20 years of experience managing fixed income through closed-end funds, mutual funds, and separately managed accounts. Now, they're bringing their active fixed income strategies to the ETF market.We discuss why fixed income is becoming increasingly attractive for income investors, how the current interest-rate environment is affecting bond markets, and why active management may have an important role to play in fixed income.In this interview, we cover:Why Aristotle Pacific Capital decided to launch ETFsHow the firm approaches fixed income investingWhy investors should consider bonds alongside dividend stocksHow interest rates and Treasury market developments are affecting fixed incomeThe investment focus of ARCP, ARMS, and SDURHow active management can potentially add value in fixed incomeThe investment process behind each ETFExpected yields and duration for the three fundsHow these ETFs could fit into an income-focused portfolioTime Stamps:00:00 Intro to Aristotle Pacific Capital00:32 Welcome to our guest, Jeff Klingelhofer00:50 Discussing Aristotle Pacific Capital's 20 plus year history02:40 Why is Aristotle Pacific rolling out ETFs now in addition to the existing product line?05:35 Aristotle Pacific's unique approach to fixed income09:45 Why is fixed income investing worth considering today?12:50 Active vs. Passive management in fixed income15:43 Breakdown of the three new fixed income ETFs from Aristotle Pacific - SDUR, ARMS, and ARCP17:05 SDUR - Short Term Income ETF18:10 ARCP - Core Plus Income ETF19:34 ARMS - Multi-sector Income ETF20:49 Expense ratios and payout frequency 21:40 Why investors should consider fixed income now22:37 Where to get more info on these ETFs and Aristotle Pacific?23:07 WrapFor income investors, the return of meaningful yields in fixed income creates an important question: Should bonds play a larger role in your income portfolio?Jeff shares his perspective on where he sees opportunities in the bond market and how investors can think about incorporating active fixed income strategies into their portfolios.IMPORTANT: This video is for informational and educational purposes only and is not investment advice. Always do your own research before investing.