Practical analysis for investment professionals

fixed income


Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.

Chinese Government Bonds: The Elephant in the Room

China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy.

Corporate Bonds after a Spin-Off: Consider the Covenants

Whatever their motivations, spin-offs can have a dramatic effect on the performance of the associated corporate bonds, so it is crucial that fixed-income investors conduct the necessary analysis. Nathan N.J. Grant, CFA, has some advice.

Another “Doomsday Moment” for High-Yield Strategies

Risk in high-yield markets is as high as it has ever been, according to Jochen Felsenheimer.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Rising Illiquidity in Bond Markets: What Does It Mean for ETFs?

Post-financial crisis, the volume of outstanding bonds has grown. At the same time, however, consolidation among banks and broker/dealers has cut the number of market makers, and new regulations have reduced the capital these companies can commit to fixed-income inventories.

Book Review: Too Little, Too Late

The book is a collection of 15 papers on the current challenges in sovereign debt restructuring and alternatives for resolving them. For investment analysts, it is a valuable resource of systematic analysis, insight, and data on an increasingly important topic.



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