Every player in fixed income hangs on the doings of Janet Yellen and Mario Draghi like teenagers with Taylor Swift and Justin Bieber. The focus is all on exogenous factors, says Jason Voss, CFA. What is not being accounted for? Endogenous criteria like the quality of the business models of the credits or whether a portfolio is diversified enough.
Gustavo Teruel, CFA, recently spoke with Martin Wolf of the Financial Times about his latest book, recent developments in the eurozone, and the global investing outlook more generally.
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