In his nearly 20 years of investing, Arturo Neto, CFA of The Income Strategist, has seen pretty much every type of market environment. His approach - which combines bottom up and top down analysis - is all about generating yield and managing risk simultaneously. He walks listeners through his strategy and explains his broader view of the current macro environment in the latest edition of the Marketplace Roundtable Podcast.
Topics covered
2:30 - Relevant Bio - from dot-com bubble business school refugee to running his own RIA 7:30 - Arturo's overarching investment strategy - top down and bottom up 10:30 - The outlook for interest rates and what that means for yield 14:30 - What does the inverted yield curve mean for how Arturo is positioning client portfolios 16:30 - Searching for reasonable yields without taking on too much risk 23:30 - Fixed income asset classes Arturo is currently bullish or bearish on 26:30 - Dividend stocks as an asset class - locating the "sweet spot" 28:30 - Drilling into specific income investing ideas: 29:00 - Emerging Market debt via the First Trust Emerging Markets Local Currency Bond ETF (FEMB) 31:30 - Muni bonds via the Pioneer Municipal High Income Trust CEF (MHI) and the First Trust Managed Municipal ETF (FMB) 33:30 - REITs Arturo is currently bullish on: Realty Income Corporation (O) and EPR Properties (EPR). 40:00 - Seeking Alpha's community is a valuable research resource