Commentaries

At Zeo, we aim to be risk managers. We tend not to express directional points of view in our portfolios. Our goal…
I don’t say this often, but Fed Chairman Jerome Powell is wrong. Regular readers of our investor letters and other publications will…
In 2019, the bull market thinking of fixed income investors argued for a more disciplined approach to risk and return. The markets…
Fed Funds futures are predicting that the Federal Reserve will lower their benchmark Fed Funds rate below zero by mid-2021. Will this…
Why are credit ratings and credit risk still used interchangeably? In today’s environment, distinguishing between credit ratings and credit risk seems more…
By Venk Reddy   During market volatility, as we saw last week, the lion’s share of volume trading in corporate debt is…

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