Yields Archives - Zeo Capital Advisors

September 7, 2021 in Credit Ratings, ESG and Sustainability, Yields

Not All High Yield is Junk

Credit spreads are at historically tight levels. Short-term interest rates (and therefore interest income) are likely staying low for the foreseeable future.…

May 26, 2021 in Bank Loans, Credit Spreads, ESG and Sustainability, Yields

Zeo May 2021 Town Hall

Zeo answers questions from clients and prospects on inflation, the high yield market, ESG in credit and more. Watch the videos below…

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…

December 8, 2020 in Bank Loans, Credit Spreads, Yields

Zeo December 2020 Town Hall

Zeo answers questions from clients and prospects on the high yield market, relative value in corporate credit, 2020 performance and more. Watch…

February 18, 2020 in Asset Allocation, Credit Ratings, Credit Spreads, Duration, Risk Management, Yields

Comparing Apples and Oranges: Making Sense of Yield Parity in Fixed Income

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

Robbing 2020 to Pay 2019: A Reality Check for Fixed Income

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

February 28, 2018 in Asset Allocation, Credit Ratings, Credit Spreads, Duration, Risk Management, Yields

“This Time It’s Different”…And 3 Other Market Myths

By Venk Reddy Originally published in Q3 2017 letter “The four most expensive words in the English language are ‘this time it’s…

Yields