For those out there involved in the fixed...

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cmb7

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For those out there involved in the fixed income space, in any capactiy really, where do you get your news? Whose blog do you read? What newsletters do you subscribe to? Who are the icons within that segment of the industry?

Seems the wsj is somewhat limited in coverage of trends and ideas shaping the area and wondered where one could read up on topics such as the implication of Greece defaulting on their debt (ie will it lead to the eventual end of the EU as we know it??) I'd prefer to stick with free or low cost sources but any and all responces would be appreciated.
 
Fixed income money managers will usually post some ongoing commentary on their websites. Pimco has some good stuff (www.pimco.com). Loomis Sayles (www.loomissayles.com), etc, etc...

WSJ has some stuff in the bond section. Bondsonline.com posts links to various fixed income articles on a regular basis. You can get info on the yield curves and spread changes almost anywhere (Bloomberg).

Depending on what type of firm you work for, there may be some internal commentary and research on the debt markets.

I'm trying to get into fixed income myself, so I do my best to follow what's going on in the bond-world. I'd appreciate any other solid sources of info that you've have come across.
 
Just for general news info -

On Bloomberg TOPH is top bond related stories.
I listen to CNBC in the background.
Articles in NYT, WSJ, Barrons, FT
Monthly updates from some money managers like PIMCO
Internal updates
 
I read Reuters/ICAP Inside Debt daily, it's a pretty good market overview with some commentary/analysis. I get it via email daily because my firm's a customer, but it looks like you can access the pdf directly.

https://customers.reuters.com/community/fixedincome/market_eye/Inside_Debt/id_Mar_3_2010.pdf

With a little more digging I found the subscription form, looks like you don't need to be a customer.

http://online.thomsonreuters.com/insidedebt/



Edited 1 time(s). Last edit at Wednesday, March 3, 2010 at 07:31PM by BostonGeorge.
 
Thanks for the responces.

I'm looking a bond fund right now with an up capture over the last ten years of 110.40% and a down capture of -17.99% ... does this seem rather extraordinary? Doesn't this mean that when the mkt is down they are up and when the market is up they are up even more?
 
BostonGeorge Wrote:
-------------------------------------------------------
> I read Reuters/ICAP Inside Debt daily, it's a
> pretty good market overview with some
> commentary/analysis. I get it via email daily
> because my firm's a customer, but it looks like
> you can access the pdf directly.
>
> https://customers.reuters.com/community/fixedincom
> e/market_eye/Inside_Debt/id_Mar_3_2010.pdf
>
> With a little more digging I found the
> subscription form, looks like you don't need to be
> a customer.
>
> http://online.thomsonreuters.com/insidedebt/


Great info. Thanks a lot, this is much appreciated.
 
cmb7 Wrote:
-------------------------------------------------------
> responces.

LOL
 
Great info above, thanks a lot.

Pretty basic info on day to day, but I do look at yahoo:

http://finance.yahoo.com/bonds
 
cmb7 Wrote:
-------------------------------------------------------
> Thanks for the responces.
>
> I'm looking a bond fund right now with an up
> capture over the last ten years of 110.40% and a
> down capture of -17.99% ... does this seem rather
> extraordinary? Doesn't this mean that when the mkt
> is down they are up and when the market is up they
> are up even more?

What kind of a bond fund is this ? If this fund uses derivatives in its strategy it could be possible however being consistent with such calls ( duration / credit ) over the long term would be very challenging .
 
LSBRX ...so its kinda a pseudo bear fund? What portion of the portfolio would need to be dedicated to derivatives to achieve this? Seems likely more than 10-20% but then again I'm the one asking so how confident could I be...

McLeod81, what/why are you looking to do/get into the fixed income area? What's the reputation/perceived culture difference between Loomis Sayles, PIMCO, Blackrock, and Fidelity?
 
From looking at it from 10k foot level it looks like an active return global total return fund
 
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