Credit Ratings

Junk may be a strong choice of words to describe asset classes poised to decline in the current market environment, but there…
Credit spreads are at historically tight levels. Short-term interest rates (and therefore interest income) are likely staying low for the foreseeable future.…
Ok, so maybe not. No one really believes this, do they? We would venture to guess that no one reading this has…
Why are credit ratings and credit risk still used interchangeably? In today’s environment, distinguishing between credit ratings and credit risk seems more…
We are in a market where demand for yield has resulted in a compression of expected returns from virtually every asset class…
By Venk Reddy Originally published in Q4 2017 letter   Wall Street has a long history of convincing investors that something complicated…
By Venk Reddy Originally published in Q3 2017 letter “The four most expensive words in the English language are ‘this time it’s…

Stay Informed

Receive timely portfolio updates and insights from Zeo.