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Quarterly Commentary

2Q20 Commentary

Tailored Brands: A Casualty of Covid

Retail companies don’t usually find themselves in the advantageous liquidity position that Tailored Brands, the largest specialty menswear retailer in the United States, had at the start of 2020. Then COVID-19 changed everything in an instant. What follows is a transparent and open reflection of this specific situation; what we have learned so far; and how we are thinking about and positioning in the current environment.
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Q2 2020: Tailored Brands: A Casualty of Covid

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1Q20 Commentary

What Happened To Zeo?

As investor panic subsides and underlying issuer fundamentals regain mindshare, we expect to see differentiation between the companies we own and those that are truly at risk in the coming years while the economy attempts to recover from the drastic consequences of the COVID-19 global health crisis.
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Q1 2020: What Happened to Zeo?

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4Q19 Commentary

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

Rather than cheer the 2019 gain in fixed income and pat themselves on the back for a job well done, investors should realize that some of what should have been 2020’s performance was pulled back into 2019 in most duration-unconstrained strategies. This has reduced the already small cushion investors have if things don’t go as they expect… and maybe even if they do.
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Q4 2019: Robbing 2020 to Pay 2019: A Reality Check for Fixed Income

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3Q19 Commentary

Apparently, Hope Is A Strategy

Are the investors buying in the current environment truly optimistic about the market’s prospects for gains? It would be easy for us to write about how this behavior makes no sense, but the hard reality for those who see themselves as risk managers is that this makes perfect sense.
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Q3 2019: Apparently, Hope Is A Strategy

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Quarterly Commentary Archive

Articles

Webinars

Listen to Zeo’s Webinar Replays

(Registration Required)

  • April 15, 2020: Townhall: Credit Questions Answered

    Listen
  • March 17, 2020: A View From Our Seat: The Covid Crisis and Credit

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  • December 12, 2019: A Bull Year in Credit Hides Market Risks

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  • June 25, 2019: Issuance, Yield Curves and Credit Risk

    Listen

Speaking Topics

Venk Reddy is frequently asked to speak at conferences and study groups and Zeo also hosts our own CE webinars. Contact us if you would like to explore potential speaking opportunities.

Current CFP CE Presentations
  • “Mainstreaming ESG: Performance AND Progress for Client Portfolios”
    Do you have clients asking about socially conscious investing? Have you wondered how to align investments with their desires? As in all investing, there are many approaches to building a diversified portfolio of ESG investments for clients: passive, active, growth, value, fundamental, top-down. There are also many managers who shortcut the process or rely heavily on third-party services who attempt to quantify company actions. Come get a brief overview of the landscape of opportunities within ESG and hear firsthand stories of evaluating a company’s commitment to sustainability. Be warned, you might find this just makes good INVESTING sense for all your clients.

  • “State of Fixed Income”
    An overview of current fixed income trends and market observations illustrated through case studies. The conversation addresses issuance data, tactical fund flows, the investment grade and high yield concentrations and yields for applicable spreads. In addition, this session covers the specifics of loan covenants and how certain companies are changing investor protections.


Past CFP CE Presentations
  • Are You Avoiding Duration Pitfalls
  • Behind the Scenes of Short Duration Credit Management
  • Bond Portfolios: Build, Buy or Both?
  • Fixed Income for a Rising Rate Environment
  • Fixed Income Workshop: Building a Portfolio for Rising Rates
  • How to Pick a Bond Fund: Identifying Hidden Costs and Misunderstandings
  • Re-Thinking the Piggy Bank: A Savings Workshop
  • Re-Simplifying Fixed Income

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