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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 339.08+1.2%Jan 21 4:00 PM EST
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Boca_PETE
To: ETF1 who wrote (8445)12/13/2014 6:52:07 PM
From: Investor21 Recommendation   of 10065
 
Pete and ETF1, maybe Bob and Bob Jr. (and lots of other people, judging from the price action of the floating rate funds) are getting nervous about the "improving economy" scenario.

Bob Brinker often says that in this environment (improving economy), he feels comfortable taking credit risk but not interest rate risk. It seems that bank loans do exactly that, take lots of credit risk but not interest rate risk.
Per Morningstar, the average bank loan fund lost 30% in 2008. So in an economic downturn, they can be very risky, as the companies may have great difficulty paying back the loans.
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