Quarterlies

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June 28, 2021 in ESG and Sustainability, Fundamental Security Selection, Manager Due Diligence

ESG is Not Enough: Why Intention Matters

In January, during the market frenzy which saw GameStop Corporation stock go from approximately $20 to nearly $500 intraday within two weeks,…
June 22, 2021 in ESG and Sustainability, Fundamental Security Selection, Manager Due Diligence

ESG: A Data-Driven Definition

ESG. Impact. Sustainable. Does anyone really know what these terms mean? This question reminds me of the start of my career over…
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…
April 27, 2021 in Manager Due Diligence, Risk Management

Just Because You Can Doesn’t Mean You Should

What a difference a year makes. Our society was in a knife fight with a virus that, at the beginning of last…
April 20, 2021 in Diversity and Inclusion, ESG and Sustainability

Prioritizing Diversity Is Easier Than You Think

Diversity and sustainability have always been a part of our DNA. At Zeo, we do more than talk about diversity and ESG;…
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…
May 20, 2020 in Asset Allocation, Credit Ratings, ETFs, Fundamental Security Selection

Market Timing is Easy, Right?

Ok, so maybe not. No one really believes this, do they? We would venture to guess that no one reading this has…
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…

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