Practical analysis for investment professionals

Fixed Income


Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Weekend Reads for Investors: Pyramid Edition

Among the Weekend Reads selections from Jason Voss, CFA, are stories about China and Russia linking their currencies, the missing pieces of artificial intelligence (AI), and pyramids.

Municipal Bonds: How Much to Hold?

How much should a taxable bond portfolio hold in tax-exempt US municipal bonds? Benjamin Doty, CFA, offers his analysis.

Weekend Reads for Investors: Highly Caffeinated Edition

Jason Voss, CFA, provides his choices for Weekend Reads for Investors. This edition features surprising facts about coffee consumption, global choke points in the food supply, graphics showing how cryptocurrencies are likely to affect finance, and more.

Where Markets Fail: Visible Hands

Markets frequently fail, despite their pristine reputation among capitalists. One way is the many actions taken by buyers and sellers to tilt a transaction in their favor. These visible hands create asymmetries between the parties. Jason Voss, CFA, explains.

Book Review: High Yield Debt

High Yield Debt succeeds as a concise and thorough primer on the speculative-grade debt market, including not only high-yield bonds but also leveraged loans and other related asset types. The author, who manages a credit hedge fund, presents sound conclusions on such controversial topics as the impact of exchange-traded funds on market volatility. The book is an invaluable resource for its target market of institutional decision makers.

Carbon Free? Really?

In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.

Eugene Fama: Stick with Basic Factors

Have the advances in technology, computing power, and data made the markets more efficient? It’s “not clear,” according to Nobel laureate Eugene Fama.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Recovery or Expansion? Abby Joseph Cohen, CFA, on the US Economy

The US economy is not just in recovery, it is now in an expansion, according to Abby Joseph Cohen, CFA.



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