Interest Rates

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September 8, 2021 in Credit Ratings, Duration, ESG and Sustainability, Interest Rates

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

Bank Loans Are A Thing Again! So Are Their Hidden Risks.

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

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