Skip to Content
  1. Authors
  2. Sumit Desai, CFA

Sumit Desai, CFA

Sumit Desai, CFA, is a senior analyst covering fixed-income strategies on Morningstar’s manager research team. He focuses on investment-grade corporate, high-yield bond, and bank-loan funds.

Before rejoining Morningstar in 2013, Desai worked for Morgan Stanley Wealth Management. He was previously associate director of equity research and vice president of institutional research services for Morningstar. He joined Morningstar in 2004 as an equity analyst and eventually became a senior equity analyst, covering the chemical, agriculture, and gaming and leisure industries.

Desai holds a bachelor’s degree in finance and economics from the University of Illinois at Urbana-Champaign. He also holds the Chartered Financial Analyst® designation.


John Hancock Strategic Income Opportunities Fund's strategy has a lot of moving parts, but the experienced team has executed it well through various markets, says Morningstar's Sumit Desai.

Cast out of the investment-grade market, these securities offer unique appreciation potential and exposure to the high-quality end of the junk-bond spectrum, says Van Eck's Francis Rodilosso.

We're limiting exposure to the front end of the interest rate curve in the U.S. and U.K., and shifting money to emerging-markets debt ahead of monetary easing in those regions, says BlackRock fixed-income CIO Rick Rieder.

The bank-loan market has supportive conditions for at least the next year, but near-term fundamental strength might not hold up against long-term outflows, says Western Asset's Michael Buchanan.