Wizards’ Corner

One of the aspects of Portfolio Management that is sometimes misunderstood or over-complicated is Attribution. Specifically, Fixed Income Attribution. One of the toughest challenges faced by Portfolio Mangers, regardless of the size of their Portfolio or firm, is that they struggle to find existing Fixed Income Attribution Models that are…

Since the onset of 2022, the markets have been suffering losses. While all investors are impacted, many are wondering what their advisors and investment managers are planning to do to erase any losses and position them for gains. Topping the list of concerns are: Inflation, rising interest rates, fear of…