October 27, 2021
The Global War on Planning Ahead
In the case of the global economy, the leaks have been springing for years, but policymakers have been in denial.
Zeo Capital Advisors is a fundamental fixed income manager specializing in corporate debt, managing a short duration high yield strategy and an ESG high yield strategy available through mutual funds or SMAs. We aim to deliver low volatility, risk-managed solutions for investors, including independent RIAs, family offices, non-profits and outsourced CIOs. Interested investors should visit our website at www.zeo.com and explore whether our approach is the right fit for your fixed income needs. Subscribe to our mailing list to read firsthand insights from the fixed income front lines.
September 9, 2021
Not All Junk is High Yield
Junk may be a strong choice of words to describe asset classes poised to decline in the current market environment. So what is the current environment?
August 18, 2021
Not All High Yield is Junk
Credit spreads are at historically tight levels. Short-term interest rates (and therefore interest income) are likely staying low for the foreseeable future.
July 12, 2021
Sustainable: Mainstreaming ESG
The origin of the modern day meaning of sustainability can be traced back to a publication from October 1987 in a report entitled “Our Common Future,” the culmination of an immense amount of work by the UN World Commission on Environment and Development.
June 29, 2021
ESG is Not Enough: Why Intention Matters
The debate over the importance of ESG factors has two major factions. This battle between the Cynics and the Idealists is one of ideology.
June 23, 2021
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 a quarter of a century ago.
May 10, 2021
Three Fixed Income Anticipations for the Roaring 2020’s
Zero Capital Advisors believes it is prudent to focus on individually selected, shorter duration fixed income, while taking advantage of some higher-volatility and/or longer-duration opportunities if an investor feels strongly about a credit.
April 28, 2021
Just Because You Can Doesn’t Mean You Should
While there are investors who send this “win at all costs” message to their managers intentionally, we believe the conventional wisdoms and traditional methods of asset allocation may be inadvertently and erroneously making this a rule of the markets.
February 10, 2021
The Fed’s Blindspot
February 3, 2021
Bank Loans Are a Thing Again! So Are Their Hidden Risks
Bank loans are popular in large part because they are perceived to be floating rate instruments, meaning that if interest rates increase, they are not expected to exhibit the same price declines typical of fixed income securities.
November 3, 2020
