Insights

February 5, 2020
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Peter Duffy, CFA
CIO – Credit, Senior Portfolio Manager

Top Ranked of 18,323 Indices

Short duration BB-B bonds continue to exhibit top ranked risk-return. To illustrate the extent of this anomaly, we’ve compared the ICE BofA BB-B 1-3Y index to every market index within the Morningstar Direct database. We believe this is due to fundamental characteristics of the asset class paired with key market inefficiencies. Neither of which appear to be going away any time soon.

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December 5, 2019

Smart Yield Still Exists

The world is running low on yield again. $15 trillion of global government debt has negative yields. U.S. bond yields have remained positive, but historically low.

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J. Paulo Silva
Portfolio Manager
November 25, 2019

Short Duration's Trojan horse

Short duration bonds have a Trojan horse. Long maturity bonds often masquerade as short duration. With a minor price change, a short duration bond with a long maturity can become long duration. This reveals far more risk than originally indicated, yet the risk was present all along.

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Peter Duffy, CFA
CIO – Credit, Senior Portfolio Manager
November 22, 2019

Friday End Of Week Happenings

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J. Paulo Silva
Portfolio Manager
November 21, 2019

Updating with the latest Financial News

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David Jackson
Portfolio Manager
November 21, 2019

New Blog By Staff Member

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Eric Green
Portfolio Manager

 

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