Monthly Archives: October 2014
Peritus in the News
Peritus was mentioned in the article, “This ETF is drilling for high yield,” by MarketWatch, October 30, 2014.
Upcoming TV Appearance
Peritus’ Ron Heller will be a guest on CNBC’s “Closing Bell” on Monday, November 3rd at 3:45pm ET, where he’ll discuss the opportunities he is seeing in the bond market.
Investing by Duration
It was hard to ignore the call in the fixed income space for “short duration” investing over the last couple years. Duration is a measure of interest rate sensitivity (the percentage change in the price of a bond for a …
Peritus in the News
Peritus was mentioned in the article “One Country EM Bond ETF Investors Need to Watch” by Todd Shriber of ETF Trends, October 21, 2014.
Revisiting “Hedged” High Yield
We have written in the past about some of the concerns we had the with “hedged high yield” strategy (see our blog), whereby investors go long high yield bonds and short Treasuries (or Treasury futures). As we noted in our …
Why High Yield, Why Now
Here are some of the reasons we believe that the high yield bond market looks attractive at current levels: MODERATE RISK: With default being the primary risk for high yield bonds and bank loan investing, we see no systemic default …
Peritus at the Inside Fixed Income Conference
Peritus’ Tim Gramatovich will be speaking at the panel “High Yield: When Does Crowded become Over-Crowded” at the Inside Fixed Income Conference, being held at The Island Hotel in Newport Beach, California on October 22nd.
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer at Peritus, will be a guest on the PBS “Nightly Business Report,” with Tyler Mathisen and Susie Gharib (available on-line and local PBS stations), for Thursday, October 2, 2014 to discuss the recent movements and …
Market Conditions and Investment Strategy
Markets are funny beasts. Efficient? Perhaps. Manic? Always. What has been going on since everyone came back from the beach is quite simple: risk off. There has been a quiet but vicious downdraft in both credit and small cap equities …
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