Author Archives: AP Admin
Pricing Risk and Playing Defense
Since the election, we have watched equity markets soar, bond yields rise dramatically and animal spirits returning to life. Is this the beginning of new trends or the beginning of the end of the rallies that began in 2009? The …
Visit Peritus at the Inside ETF Conference
Ron Heller, CEO of Peritus Asset Management, will be at the Inside ETF conference in Hollywood, FL this week. He’ll be available at the AdvisorShares booth #702 to discuss our portfolio, strategy, and outlook for the high yield market.
Is There a Place in Portfolios for Fixed Income?
The widely held assumption as we enter 2017 is that this will be the year we see the Fed take real action. While we aren’t convinced that longer term (5 and 10yr) Treasury rates move much further from where we …
Peritus in the News
Peritus was mentioned in the article, “6 Best Bond ETFs of 2016—High Yield Tops,” by Sanghamitra Saha of Zacks, December 21, 2016.
Peritus in the News
Tim Gramatovich, Peritus’ Chief Investment Officer, was quoted in the article “High-Yield Insight: Pivot points for HY in 2017 amid mixed outlook,” by Matt Fuller of LevFin Insights, December 15, 2016.
The Election Impact on the High Yield Market: Rates and Regulation
Now that Donald Trump has surprised virtually everyone with his Presidential victory, what does that mean for the high yield market? For us, it looks like the most relevant impacts are interest rates, taxes, and regulations. We are already starting …
Rates and the Curve
This past week the weaker economic data seemed to put more at ease that the next rate increase isn’t coming when the Fed meets on Wednesday, yet rate talk continues to dominate market conversations and markets will be waiting for …
Zero Sum Game
As we close out the first quarter of 2016, investors reading the tea leaves should be concerned. The price collapse in almost all commodities and the recent severe indigestion in US credit markets reject the notion that the global economy …
The Defaults Ahead
Much has been made about the outlook for defaults in the high yield market. Many have speculated that we are at the beginning of a big upturn in that default cycle and thus, this market should be avoided. While this …
Upcoming Conference Participation
Tim Gramatovich will be attending and participating in the ETF.com Fixed Income Conference, as part of the panel, “Better Junk: The Outlook for High-Yield Bonds,” which is taking place November 5th at 11:20am.
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