Fixed Income

225 Posts

Essential Listening: Insider Trading

Essential Listening: Insider Trading

One of the challenges of curating podcasts is that it is more difficult to sample a podcast than it is a blog post or article. That is why podcast recommendations from trusted sources are so valuable. Not surprisingly, the end of the year is a popular time to compile these types of lists. Read more

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Top 10 Posts from 2015: The Buffett Bet, Oil Prices, and Accounting Errors

Top 10 Posts from 2015: The Buffett Bet, Oil Prices, and Accounting Errors

As the year draws to a close, it is illuminating to look back at the articles that most resonated with our readers in 2015. In many ways, the results encapsulate the macro and micro issues that investment professionals encountered throughout the year and that are likely to shape the industry in the weeks and month ahead. So what were the leading posts from 2015? Read more

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Best of 2015: Stories for Investors

Best of 2015: Stories for Investors

Jason Voss, CFA, shares his choices for the best stories for investors in 2015. These range from central bank influence on the economy, changes afoot in China, the preeminence of demographics in explaining future economic states, the current state of finance, and even news in quantum physics! Read more

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The C-Suite Speaks: Countdown to Liftoff

The US Federal Reserve may raise interest rates from the zero-bound for the first time in seven years this week. I know we’ve all got Fed fatigue, but this really is an important shift in policy. Plus, what are high-yield spreads saying about credit quality in non-energy sectors? AT&T and Verizon confirm that handset sales are weak this quarter, and energy companies continue to search for a bottom. Read more

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Navigating the Fog: Geopolitics and the Global Bond Market

Dan Fuss, CFA, vice chair of Loomis Sayles, has always encouraged analysts and portfolio managers to think broadly about their approach to investment analysis. He provided a global analytical framework through his four Ps — peace (or lack thereof), people, politics, prosperity, and adding perhaps a fifth P for policy and the evolving role of central banks — at the 2015 CFA Institute Fixed-Income Management Conference. Read more

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