Fixed income
Buy and maintain: an alternate approach to fixed income investing
Nuveen’s approach to buy and maintain investing combines the power of active investing — including diversification and stringent credit risk management — with the benefits of passive investing, such as low turnover and cost-effective fees.
Key takeaways:
- Designed to provide long-term strategic value in the credit markets
- Aims to achieve target yield with low turnover, volatility and drawdown risk
- Emphasizes credit quality, avoidance of default, stability of cash flows and certainty of income
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Endnotes
The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on
numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain
“forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and
proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information
presented herein by way of example. Performance data shown represents past performance and does not predict or guarantee future results. Investing involves risk;
principal loss is possible.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. For term definitions and index descriptions, please access the glossary on nuveen.com. Please note, it is not possible to invest directly in an index.
Important information on risk
Investing involves risk; principal loss is possible. Debt or fixed income securities are subject to market risk, credit risk, interest rate risk, call risk, derivatives risk, dollar roll transaction risk, and income risk. As interest rates rise, bond prices fall. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity, and differing legal and accounting standards. These risks are magnified in emerging markets. Asset-backed and mortgage-backed securities are subject to additional risks such as prepayment risk, liquidity risk, default risk and adverse economic developments. Noninvestment-grade and unrated bonds with long maturities and durations carry heightened credit risk, liquidity risk, and potential for default.
Nuveen, LLC provides investment solutions through its investment specialists.
This information does not constitute investment research as defined under MiFID.
