Michael Livian
- May 27, 2015
- 1 min
GUNDLACH OR FRIDSON: WHO IS RIGHT?
How do High Yield bonds perform in a rising interest rate environment? Jeff Gundlach (Doubleline) and Marty Fridson's (Lehmann Livian...
Michael Livian
- Jan 22, 2015
- 1 min
THE IMPACT OF OIL PRICES ON CORPORATE BONDS
The collapse in oil prices that started in June 2014 has affected not only speculative corporate bond, but also the more highly rated...
Michael Livian
- Sep 10, 2014
- 1 min
IT IS COSTLY TO STAY IN CASH
Staying in cash while waiting for the Fed to raise interest rates requires a large sacrifice in income. It’s important to remember that...
Michael Livian
- May 29, 2014
- 1 min
NOTES FROM THE 2014 STRATEGIC INVESTMENT CONFERENCE
In May our team attended the 2014 annual Strategic Investment Conference in San Diego. An eclectic and opinionated group of very...
Michael Livian
- May 1, 2014
- 1 min
LLFA IN THE NEWS
Recent media coverage of LLFA Bloomberg Business (4/14/2015): "Rising Yield, Bond Haven isn't Where You Think" Barron's (3/26/2015):...