Jody Lurie November 22, 2019
Leveraged buyouts (LBOs) are perceived as an attractive vehicle for investors to create more value for shareholders.
Jody Lurie September 1, 2018
Preferreds offer investors higher yields than many alternatives. Preferreds are utilized in portfolio strategies to bolster yields while long-end rates remain low.
June 15, 2018
Redemption features are an important consideration when investigating the investment attributes of any fixed income security.
Jody Lurie April 18, 2018
Investors have been considering floating rate notes, as well as floating rate funds, as part of their portfolio strategies, in light of the recent rise in interest rates and the increasing uncertainty around the direction of rates.
Jody Lurie January 30, 2018
Despite recent tax reform effects on demand for estate planning securities, several individual investors are still utilizing survivor’s option bonds as means to transfer wealth to beneficiaries, particularly in a potentially rising rate environment. Knowing the guidelines of these securities is important.
Jody Lurie December 7, 2017
In recent years, the size of the convertible bond market has shrunk as rates dropped and the cost of issuing debt over hybrid securities declined. Nevertheless, convertibles can be an intriguing portion of the market when available.
Jody Lurie October 1, 2017
The old adage of “don’t put all your eggs in one basket” holds true time and again for investment decisions. Portfolio construction is an important aspect of portfolio diversification, with ladders, barbells, and bullets being three of the main shapes a maturity schedule can take.
Jody Lurie September 1, 2017
Inflation has been low recently and medium-term expectations from central banks have been mixed. Nonetheless, hedging against the risk of inflation is important in portfolio construction, and treasury inflation-protected securities (TIPS) can offer a counterbalance to traditional fixed income securities. We present information on TIPS, as well as potential opportunities for the current environment.
Jody Lurie August 1, 2017
The report can serve as a reference for investors who may be less fluent in the financial markets.
Jody Lurie June 1, 2017
We present a reference guide for corporate bond investors related to ratings protocols and techniques of the three major ratings agencies: Moody’s, S&P’s, and Fitch.
Jody Lurie July 26, 2016
The bankruptcy process is a complex one, with no two the same, but knowing what to expect is key for investors.
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