Pacific Legacy Wealth Partners’ Post

See why LPL Financial thinks that preferred securities are still an attractive option for income-oriented investors in this week's market commentary!

Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics. In our latest commentary, we dig a bit deeper into preferreds and the impact they have as an attractive option for investors.

It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. That’s where preferred securities come in. Learn more in the #WeeklyMarketCommentary below. https://hubs.la/Q02x7c9T0

Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics. In our latest commentary, we dig a bit deeper into preferreds and the impact they have as an attractive option for investors.

Given the hybrid nature of preferred securities, there are diversification benefits to adding preferreds to a portfolio. While these securities tend to “act” like equity and high-yield fixed income securities across a full market cycle, since the financial crisis in 2009, these securities have generally held up better than both asset classes during equity market sell-offs (as measured by the S&P 500 Index). https://hubs.la/Q02xdC980 #WeeklyMarketCommentary

Given the hybrid nature of preferred securities, there are diversification benefits to adding preferreds to a portfolio. While these securities tend to “act” like equity and high-yield fixed income securities across a full market cycle, since the financial crisis in 2009, these securities have generally held up better than both asset classes during equity market sell-offs (as measured by the S&P 500 Index). Read more: https://hubs.la/Q02x7rl30 #CummingsWealthManagement #WeeklyMarketCommentary

From T+2 to T+1. Learn how FTSE Russell tracks market changes and what it means for global investors. https://lseg.group/4bY7tbr

Given the hybrid nature of preferred securities, there are diversification benefits to adding preferreds to a portfolio. While these securities tend to “act” like equity and high-yield fixed income securities across a full market cycle, since the financial crisis in 2009, these securities have generally held up better than both asset classes during equity market sell-offs (as measured by the S&P 500 Index). https://hubs.ly/Q02x7dHH0 #WeeklyMarketCommentary #WitekWealthManagement

Check out our latest market commentary on the preferred securities market. With yields still elevated relative to history, preferred securities offer attractive income opportunities. Log on to our website to read more. #SolisWealthUpdate #MarketCommentary #EmbracingPurpose #ImpactingLives https://lnkd.in/gZEa-Fjp

May was a broadly positive month for both equity and bond markets. Our Monthly Market Review breaks down the drivers of returns across asset classes. Advisers: http://spr.ly/6048e2E0Q Institutional: http://spr.ly/6040e2E0a