Practical analysis for investment professionals

bonds


Volmaggedon, Decarbonizing Everything: Financial Analysts Journal Editor’s Snapshot

Financial Analysts Journal managing editor Heidi Raubenheimer, PhD, CFA, provides a synopsis of the latest issue.

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.

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?

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?

ESG and Fixed-Income Indices Surge in 2020

Market indices have seen constant evolution in more than a century of history, but never more so than in the last year.

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.