I decided to take a break from reviewing funds and preferred stocks and do a set of articles that review first my fixed income strategies and then my equity strategies, maybe alternative assets then.

Over the past decade, when interest rates were hovering near zero, fixed income was not a focal point for most client portfolios at The Trust Company — and rightfully so. However, in 2022, the United ...

The return on assets (ROA) ratio is a financial metric that helps investors and business owners assess how efficiently a company is using its assets to generate profit. By examining this ratio, ...

For years, fixed-income investments were overlooked in favor of high-growth equities and alternative assets, as low interest rates made bonds and similar instruments less appealing. However, the tide ...

One of the many metrics that investors use when evaluating a company is return on assets. The greater the return a company can achieve using a given amount of capital, the higher the valuation that ...

From nimble startups to established, multigenerational enterprises, I’ve had the privilege of financially guiding a diverse array of businesses. Across all these experiences, one pattern stands out: ...

One key metric that offers valuable insights into a company’s financial health is the return on average assets (ROAA). This financial ratio measures how effectively a company uses its assets to ...

PIMCO Dynamic Income Opportunities Fund offers an 11% yield, making it attractive as the Fed begins a new rate-cutting cycle. PDO's diversified fixed income strategy positions it for capital ...

This analysis is by Bloomberg Intelligence Chief EM Credit Strategist Damian Sassower and Bloomberg Intelligence Rates Strategist Ira F. Jersey. It appeared first on the Bloomberg Terminal. Central ...