Presentations (2872)
Seix Investment Advisors Perspective | Writtten by James F. Keegan & Perry Troisi FIRST QUARTER 2016 REVIEW OF FIRST QUARTER 2016 ABOUT THE BOUTIQUE SEIX INVESTMENT ADVISORS LLC Seix Investment Advisors LLC (Seix) is a fundamental, credit-driven fixed income boutique specializing in both investment grade bond and high yield bond/leveraged loan management. Seix has applied its...
Our Perspective BREXIT AND MUNIS - JUNE 2016 There has been significant global financial market volatility following last Thursday’s vote by the United Kingdom to exit the European Union. Treasuries rallied and tax exempt yields fell to all-time lows following Brexit. The flight-to-quality for safe haven assets should continue to benefit U.S. Treasuries and municipal bonds over the near...
A Review by Seix Investment Advisors LLC SECOND QUARTER 2016 RIDGEWORTH INSIGHTS: TAX-EXEMPT FIXED INCOME EXECUTIVE SUMMARY Ron Schwartz, CFA Senior Portfolio Manager, RidgeWorth Investments Managing Director, Seix Investment Advisors Dusty Self Senior Portfolio Manager, RidgeWorth Investments Managing Director, Seix Investment Advisors Christopher D. Carter, CFA Portfolio...
A Review by Seix Investment Advisors LLC SECOND QUARTER 2016 RIDGEWORTH INSIGHTS: INVESTMENT GRADE FIXED INCOME EXECUTIVE SUMMARY • • • Yields on sovereign debt worldwide continued to fall, declining to record lows in some markets. Globally, over $12 trillion in sovereign debt now trades with a negative yield. Economic growth remains sluggish worldwide...
A Review by Seix Investment Advisors LLC SECOND QUARTER 2016 RIDGEWORTH INSIGHTS: LEVERAGED LOAN AND HIGH YIELD EXECUTIVE SUMMARY George Goudelias Senior Portfolio Manager, RidgeWorth Investments • Despite a brief pause in the wake of the United Kingdom’s vote to leave the European Union, otherwise known as Brexit, leveraged finance posted the best returns in years. Data...
Our Perspective GREEN BONDS - JULY 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA Society of...
Seix Investment Advisors Perspective | Written by James F. Keegan and Perry Troisi THE FOG OF WAR, MONETARY POLICY EDITION REVIEW OF SECOND QUARTER 2016 This has been an unusual year thus far in many respects. From the economy, to domestic politics (Republican and Democrat primaries and the presidential campaign), to geopolitics, to further monetary policy experimentation and finally to the...
Our Perspective PENSION CRISIS - AUGUST 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA Society of...
Our Perspective Munis and the 2016 Presidential Election - SEPTEMBER 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member...
A Review by Seix Investment Advisors LLC THIRD QUARTER 2016 RIDGEWORTH INSIGHTS: INVESTMENT GRADE FIXED INCOME EXECUTIVE SUMMARY • Despite ultra-accommodative policies by the BOJ, the Yen has continued to strengthen (+15.7% year-to-date as of September 30), suggesting that investors believe monetary policy has run its course and that additional easing is...
A Review by Seix Investment Advisors LLC THIRD QUARTER 2016 RIDGEWORTH INSIGHTS: TAX-EXEMPT FIXED INCOME EXECUTIVE SUMMARY Ron Schwartz, CFA Senior Portfolio Manager, RidgeWorth Investments • Municipals benefited from the flight to safety that occurred in the immediate aftermath of the late second quarter Brexit vote. But speculation about a rate hike by the Federal Reserve Board...
A Review by Seix Investment Advisors LLC THIRD QUARTER 2016 RIDGEWORTH INSIGHTS: LEVERAGED LOAN AND HIGH YIELD EXECUTIVE SUMMARY George Goudelias Senior Portfolio Manager, RidgeWorth Investments • In the wake of the Brexit vote, assurances of liquidity by central banks contributed to a “risk-on” environment that benefited the leveraged finance market. A...
Our Perspective END OF THE BULL RUN FOR MUNIS? - OCTOBER 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the Tax-Exempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA...
Our Perspective THE ELECTION AND MUNIS - NOVEMBER 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA Society...
Our Perspective VOLATILITY RETURNS & HAPPY HOLIDAYS - DECEMBER 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt We began 2016 with the 10yr AAA MMD rate at 1.87%, on June 26th it bottomed out at 1.29%, and then peaked at 2.58% on December 1st. The election (please refer to our November 2016 Report) sparked the price plunge and retail investor selling of...
