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Finding Value in the Global Bond Markets
Enterprising Investor
English - January 08, 2020 11:00 - 8 minutes - 8.05 MB - ★★★★ - 50 ratingsInvesting Business News Business News cfa business cfacharter cfainstitute cfalevel1 finance financial investing news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Hans Humes Discusses Investing in Emerging Market Debt
Next Episode: Aswath Damodaran on Valuing the Disruptors and Disrupted
Episode #394. There is no shortage of negative headlines, but Lucy Johns, CFA, a vice president at Dodge & Cox, is optimistic about global bonds. In this Take 15 episode, she explains why she believes investors can find real positive yield and have an edge through security selection, being benchmark agnostic, and managing currency exposure.