Practical analysis for investment professionals

Fixed Income


Avoiding Disaster with Catastrophe Bonds?

What role might catastrophe bonds, or cat bonds, play in a diversified portfolio?

Fixed-Income Allocations: Where To?

How should investors shift their fixed-income portfolios amid the US economic recovery?

Tax-Smart Management of Your Muni Portfolio

Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.

The True Value of Your Muni Portfolio

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.

Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

Capitalism Is Dead, Long Live Debtism

Should a loan that one neither intends nor is required to repay be considered debt or equity?

Aswath Damodaran on the COVID Crucible: A Play in Three Acts

"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."

Myth-Busting: Low Rates Don’t Justify High Valuations

Lower interest rates may not, in fact, lead to higher P/E ratios.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?



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