Positive
Seeking Alpha
2 months ago
JGH Provides Global Fixed Income Exposure Without The Currency Risk
JGH offers a diversified, high-yield fixed income portfolio across US, developed, and emerging markets, with a 9.34% yield and 28.39% leverage. The fund primarily holds B and BB rated bonds, balancing risk and return, and spreads risk across 291 issuances with no significant issuer concentration. Macroeconomic risks include inflation, US rate policy, and tariff impacts, but dollar-denominated bonds may benefit from a declining USD and potential Fed rate cuts.