Duration – Osterweis Sustainable Credit Strategies

Not All Junk is High Yield

Junk may be a strong choice of words to describe asset classes poised to decline in the current market environment, but there…

February 2, 2021 in Bank Loans, Credit Spreads, Duration, Interest Rates

In my new favorite television show of the Great Quarantine,1 the lead character claims that the happiest animal on earth is the…

We are in a market where demand for yield has resulted in a compression of expected returns from virtually every asset class…

February 11, 2020 in Asset Allocation, Credit Spreads, Duration, ETFs, Yields

By Venk Reddy Originally published in Q4 2017 letter Fixed income markets are different from equity markets. Let’s say that again. Fixed…

March 1, 2018 in Credit Ratings, Duration

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…