Strategies: Navigate Interest Rates

  • Nova ESG Global Bond

    An ESG global bond and fixed-income strategy focused on long-term income from bonds and debt instruments issued by companies that meet strict ESG standards.

  • Pulse World Bond

    A world bond strategy that allocates 40% or more to foreign debt, primarily from developed markets. May include up to 20% in lower-quality bonds. Seeks income.

  • Pulse Ultrashort Bond

    Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.

  • Pulse Stable Value

    Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

  • Pulse Short Term Bond

    Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.

  • Pulse Short Government

    A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0โ€“3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.

  • Pulse Preferred Stock

    An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

  • Pulse Nontraditional Bond

    A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

  • Pulse Multisector Bond

    A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%โ€“65% in speculative-grade debt.

  • Pulse Long Term Bond

    A long term bond portfolio emphasizing investment-grade U.S. corporate and fixed-income securities, designed to generate income while accepting higher interest rate sensitivity due to extended durations.

  • Pulse Long Government

    A long-duration bond strategy focused on U.S. government and agency-backed securities, aiming to minimize credit risk while accepting higher interest rate sensitivity for potential income.

  • Pulse Intermediate Term Bond

    An investment-grade bond strategy targeting intermediate durations, designed to balance income and interest rate risk by focusing on high-quality U.S. fixed-income securities.

  • Pulse Intermediate Government

    A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.

  • Pulse Inflation Protected Bond

    A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

  • Pulse High Yield Bond

    A high yield bond income strategy focused on U.S. bonds rated BB or below, offering higher yield potential in exchange for greater credit and economic risk exposure.

  • Pulse Emerging Markets Local Currency Bond

    An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.

  • Pulse Emerging Markets Bond

    A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

  • Pulse Corporate Bond

    A corporate bond strategy seeking higher income by focusing on U.S. and foreign company-issued debt, including a meaningful allocation to high-yield securities.

  • Pulse Bank Loan

    A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.