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What’s an attractive fixed income instrument to play rising rates?

Over the weekend, Barron’s Roundtable released their widely read top stock & fund picks for 2022 (click here). One of the Roundtable Members, David Giroux (T Rowe Price CIO and Portfolio Manager) said “...The asset class with the most attractive risk/reward profile is leveraged loans”. Astoria concurs. In short, senior loans have historically demonstrated the ability to participate in a rising rate environment. As there are now 4 rate hikes priced into the market, many (Barron’s Roundtable, Astoria, etc.) view senior loans as uniquely positioned in 2022. For these reasons SRLN is a top holding in our Enhanced Income Model, as well as one of our top ETF picks for 2022. In case you haven’t read our 10 ETF Themes for 2022 report, we attached a link below. For what it’s worth, this piece is by far the most widely read among our publications each year.

The objective of Astoria’s Enhanced Income model is to deliver close to a 4% yield while taking on additional credit/rate risk compared to the AGG index. There are no guarantees that this objective can or will be reached. Past performance is not indicative of future results. Please consult your financial advisor to determine if SRLN or Astoria’s Enhanced Income model is suitable for your risk tolerance.

Click here to download Astoria’s Enhanced Income Factsheet

Click here for Astoria’s 10 ETF Themes for 2022


Astoria Portfolio Advisors

Astoria Portfolio Advisors Disclosure: As of the time of this publication, Astoria held positions in SRLN. Past performance is not indicative of future performance. Any third-party websites provided on are strictly for informational purposes and for convenience. These third-party websites are publicly available and do not belong to Astoria Portfolio Advisors LLC. We do not administer the content or control it. We cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites. The material in these links is not intended to be relied upon as a forecast or investment advice by Astoria Portfolio Advisors LLC and does not constitute a recommendation, offer, or solicitation for any security or investment strategy. The appearance of such third-party material on our website does not imply our endorsement of the third-party website. We are not responsible for your use of the linked site or its content. Once you leave Astoria Portfolio Advisors LLC's website, you will be subject to the terms of use and privacy policies of the third-party website. Refer here for more details.

Photo Source: Astoria Portfolio Advisors


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