Jim Reber: Hiding in plain sight Jan 01st 2020 12:01am on Columns, Industry Insight, Portfolio Management Jim Reber: Hiding in plain sight Jan 01st 2020 12:01am on Columns, Industry Insight, Portfolio Management Here’s what you may have missed in recent yield curve shifts. By Jim Reber, ICBA Securities Tell me if you’ve heard this before: the yield curve was inverted for much of 2019. This is kind of like stating that Harry Truman defeated Thomas Dewey for president in 1948. You’d be correct, but just barely, which […]
Jim Reber: Echoes of holidays past Dec 02nd 2019 12:12am on Columns, Industry Insight, Portfolio Management Year-end is a good time to reflect on past investment performance. By Jim Reber, ICBA Securities The investment portfolio, as a component of a community bank’s overall franchise, is in some respects like your cousin’s husband—Mike, in my case. You know he’ll always be around for important events, doesn’t make much of a fuss and, […]
Jim Reber: Marked improvement Nov 01st 2019 12:11am on Columns, Industry Insight, Portfolio Management Falling rates mean higher bond prices. Be careful with that. By Jim Reber, ICBA Securities As this year has progressed and the mindset of fixed-income buyers nationally and globally has changed direction and picked up momentum, the reckoning in some cases seems flatly erroneous. Here are a few tidbits: Austria’s 100-year bond, issued in 2017 […]
Jim Reber: Alternate tracts Jun 01st 2019 12:06am on Columns, Industry Insight, Portfolio Management A flat yield curve rewards bond buyers who comparison shop.
Jim Reber: Fill the middle May 01st 2019 12:05am on Columns, Industry Insight, Portfolio Management Investment ladders could benefit from the next yield curve shift.
Jim Reber: Counter intelligence Apr 01st 2019 12:04am on Columns, Industry Insight, Portfolio Management Your next best bond purchase may surprise you.
Jim Reber: Echoes of the ARRA Mar 01st 2019 12:03am on Columns, Industry Insight, Portfolio Management Decade-old legislation could affect bond portfolios this year.
Jim Reber: Not for the faint of heart Feb 01st 2019 12:02am on Columns, Industry Insight, Portfolio Management Bond management is a challenging proposition at the best of times.
Jim Reber: Mining for mortgages Jan 01st 2019 12:01am on Columns, Lending, Mortgage, Portfolio Management Small differences in details can affect MBS performance.
Jim Reber: Give and take Dec 01st 2018 12:12am on Columns, Industry Insight, Portfolio Management How to profit from buying and selling bonds simultaneously.
