Episodes

Thursday May 01, 2025
Unlocking a floating-rate high income strategy – Eric Mollenhauer
Thursday May 01, 2025
Thursday May 01, 2025
Average loans are currently trading around 95 cents on the dollar - the lowest since November 2023. And today's guest sees opportunity in the discount. Still, it’s not a market without its challenges. Investment sentiment is mixed, volatility has crept in, and there’s a wide dispersion in pricing. But that’s exactly where Fidelity’s deep research and active management can shine. So what role can loans play in portfolios today? And how is today's guest looking to history to navigate the current landscape? Joining the show today to unpack the state of the loan market, and what it could mean for investors right now is Fidelity Portfolio Manager, Eric Mollenhauer. Eric is the sub-portfolio manager of Fidelity Inflation-Focused Fund, and co-manages Fidelity Floating Rate High Income Fund.
Recorded on April 25, 2025.
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