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
May 27, 20151 min read
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
Jan 22, 20151 min read
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
Sep 10, 20141 min read
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 29, 20141 min read


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):...
Michael Livian
May 1, 20141 min read