Practical analysis for investment professionals

Fixed Income


Where Active Management Can Win

Active fund management is alive, thriving, and adding value across trillions of dollars of assets worldwide.

Lessons from CFOs: When Refinancing Makes Sense

A new calculation tool can help determine if it's the right time for clients to refinance. Paul Fennell explains.

Decision Making amid Uncertainty: Six Steps to Improve Your Process

Uncertainty is everywhere. So how do you navigate it? Lauren Foster provides some helpful tips courtesy of Ben Carlson, CFA.

Where Markets Fail: Markets Assume a Context

Markets assume a context entirely out of view of their participants, which can have deleterious effects for both suppliers and demanders, Jason Voss, CFA, observes in the latest installment of his Where Markets Fail series.

The ARS Debacle: The Forgotten Crisis of 2008

Tucked away in the early days of the financial crisis, the auction rate securities (ARS) debacle has been largely relegated to the dim recesses of memory. However, investors and advisers should not downplay its significance.

Top 10 Posts from 2016: How to Read Financial News, Active Investing

The end of the year is a good time to look back and take stock. What Enterprising Investor articles did readers find most compelling in 2016? The results are illuminating. Our top content runs the gamut from the granular — tightly focused, practice-oriented material on starting a firm and what to read to stay informed — to more "big picture" analysis on negative interest rates and the ongoing active vs. passive debate. Taken together, they reflect the currents at work in the investment management profession at both the system-wide and individualized levels.

Best of 2016: A Bad Year for Armchair Investors

Mark Harrison, CFA, provides a list of the most popular write-ups from CFA Institute conference presentations in 2016.

Best of 2016: Flat Markets and Negative Rates

The central bankers' ongoing romance with negative interest rates is perhaps the most important story of 2016. Ron Rimkus, CFA, provides his year-end roundup and looks ahead to 2017.

Best of 2016: Top Stories for Investors

There were so many important stories for investors this year, from US productivity, to stock buybacks, to the rise of populism. Jason Voss, CFA, provides his list of the most captivating content he's read in 2016.

Municipal Bond Markets after the US Presidential Election: When the Dust Settles

The US municipal bond markets have been “changing for the good” in terms of disclosure and reporting since the financial crisis, according to Peter Coffin, president of Breckinridge Capital Advisors.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close