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.
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.
History in the Making
Now is the Time to Buy Cheap, Not to Buy Everything
In 2019, the bull market thinking of fixed income investors argued for a more disciplined approach to risk and return. The markets today are facing very different circumstances.
Negative Rates Explained: Your Bank, Your Currency, Your Future
Fed Funds futures are predicting that the Federal Reserve will lower their benchmark Fed Funds rate below zero by mid-2021. Will this really happen?
Market Timing is Easy, Right?
Let’s start with the simple observation that if an investor chooses to invest in an index fund, it is likely for one of two reasons: Either the fund is a long-term hold based on the belief that short-term fluctuations can be disregarded; or…
Unreliable Credit Ratings May Be Putting You At Risk
Why are credit ratings and credit risk still used interchangeably? In today’s environment, distinguishing between credit ratings and credit risk seems more important than ever.
When a Lower NAV is a Good Thing
Oftentimes, NAV decline stems from a combination of dealer fear lowering indicated prices and actual buyers who are looking to be opportunistic. The fewer the trades that take place in bonds of higher quality credits (which is not the same as ratings), the more likely that sellers aren’t willing to make a sale, especially when buyers are bidding and trying to be available for motivated sellers that don’t appear.