Strategic Fixed Income Investing

Build a fixed income portfolio that will weather volatility and instability

Designing a fixed income portfolio is an essential skill of any investment manager or advisor. This book outlines the critical components to successfully navigate through stable and turbulent markets, using real-life lessons from a seasoned institutional asset manager. The first section includes commentary on the changing fixed income market and overall economy, while the second section outlines the processes to navigate these ever-evolving markets including portfolio construction, the Federal Reserve, credit analysis and trade execution. Ladder Methodology is highlighted and the book discusses its pros and cons, gives examples of both well-constructed and poorly executed laddered bond portfolios and offers alternatives to traditional asset classes.

• Benefit from lessons learned, providing real life examples of market scenarios and trades
• Prepare fixed income portfolios that can weather any storm
• Written by Sean P. Simko, an expert on fixed income investing, who shares his investing experiences from the past 16 years
• Outlines the key principles of the Ladder strategy