Posted on December 2, 2013 | Local Chapters
Date: Monday, December 9, 2013
Topic: Fixed-Income Investing in Troubled Times
Speaker: Jerry Paul, CFA, Portfolio Manager, ICON Fixed Income Fund
The year 2013 has been painful and confusing for bond investors. FOMC signals have waffled, adding price volatility to what has already been a decline in prices. The economy itself remains in questionable condition. What does the future hold as we enter a new year? Jerry Paul, CFA, has years of experience in bond research and portfolio management as well as impressive credentials and awards. He will cover the key events and trends that might mean up, down or neutral directions for interest rates. He will highlight important differences among outlooks for various types and maturities of bond markets, including quality versus high-yield as well as domestic versus international.