News and Articles

Diversifying the Fund through the Collins Masters Access Fund

After many years of a low interest rate environment in the U.S., the market has been weaning itself away from asset classes that have been bid up to very high valuations (relative to historical levels) in the search for reasonable yield. In our view, higher yields were traded, almost blindly, for higher risk—lower credit quality, longer maturities, subordination, etc. With continued strong indications by the Fed, the market has begun to adjust for a higher rate environment, and these assets classes need to be (and are being) repriced.