Federal Reserve – Osterweis Sustainable Credit Strategies

November 17, 2021 in Federal Reserve, Inflation, Interest Rates, Yields

Zeo November 2021 Town Hall

Zeo answers questions from clients and prospects on the Fed, inflation, interest rates, and more. Watch the videos below or read the…

November 9, 2021 in ESG and Sustainability, Federal Reserve, Interest Rates

Chairman Powell Has Just About Had It Up to Here with You, Young Congress!

Fed Chairman Jay Powell is frustrated. His word, not mine.1 In a recent public appearance, he said increased vaccination rates and stopping…

May 10, 2021 in Federal Reserve, Inflation, Interest Rates, Yields

Three Fixed Income Predictions for the Roaring 2020’s

At Zeo, we aim to be risk managers. We tend not to express directional points of view in our portfolios. Our goal…

February 9, 2021 in Federal Reserve, Interest Rates, Yields

The Fed’s Blindspot

I don’t say this often, but Fed Chairman Jerome Powell is wrong. Regular readers of our investor letters and other publications will…

November 2, 2020 in Asset Allocation, Federal Reserve, Fundamental Security Selection, Inflation, Interest Rates, Risk Management, Volatility

History in the Making

"Those who cannot remember the past are condemned to repeat it." – George Santayana, The Life of Reason "I’ve got news for…

August 20, 2020 in Federal Reserve, Fundamental Security Selection, Risk Management, Volatility

Now Is The Time To Buy Cheap, Not To Buy Everything

In 2019, the bull market thinking of fixed income investors argued for a more disciplined approach to risk and return. The markets…

June 22, 2020 in Federal Reserve, Inflation, Interest Rates, Risk Management

Negative Rates Explained: Your Bank, Your Currency, Your Future

Fed Funds futures are predicting that the Federal Reserve will lower their benchmark Fed Funds rate below zero by mid-2021. Will this…

May 13, 2020 in Credit Ratings, Federal Reserve, Fundamental Security Selection

Unreliable Credit Ratings May Be Putting You At Risk

Why are credit ratings and credit risk still used interchangeably? In today’s environment, distinguishing between credit ratings and credit risk seems more…