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Andy, thanks for mentioning www.learnbonds.com.
I agree with many of the sites mentioned. For those interested in fixed income I would add the following.
PIMCO - Bill Gross' monthly commentary is always insightful and full of perspective. However,…
Reply to @scott: I have been in finserv for a long time. However, I worked on the brokerage side. As the brokerage business model is a transaction business (at least with interest rates being so low and the float on assets being next to nothing), th…
Reply to @fundalarm: Appreciate the compliment on the articles. I like to use the interviews to teach myself about bonds. In general, I think the portfolio managers find giving the interviews very amusing. They are not used to answering educational …
With only $40 million in assets, they should have no problem finding relative value opportunities. The fact that 30% of fund is in cash suggests to me that these guys are purely asset allocation specialists and nothing looks good to them right now …
CMBS - stands for commercial mortgage backed securities. Its not being used as the name of as specific fund. The symbol for the Artio Total Return Bond Fund is BJBGX.
Lots of great points:
1) I am not saying the fund does not produce great absolute returns. To be honest, I believe the fund outperformed the average commodity fund. However, I do not remember how the fund performed on a risk-adjusted basis. Many PI…
Hi Fund Alarm,
I am the publisher of Learn Bonds. I am not trying to hide this fact in any way. The articles that I present on MFO have been on topic about bond mutual funds or their portfolio managers.
Learn Bonds is focused on investing in bonds…