Bond Duration and Interest-Rate Risk: A Practical Guide for Portfolio Construction
Understand the relationship between yields and prices, duration, maturity, convexity, credit risk, ladders, and the role of bonds in a portfolio.
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Asset Classes
Research frameworks for closed-end funds, REITs, bonds, real assets, and other instruments with distinct financial structures.
3 articlesLong-form researchEducational only
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Articles in Asset Classes
REIT Investing: How to Evaluate Real Estate Income, Balance Sheets, and Property Risk
A value-oriented guide to REIT structure, property sectors, FFO, lease economics, leverage, capital spending, and public-market pricing.
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Closed-End Fund Discounts and Premiums: A Due-Diligence Guide for Value-Oriented Investors
Learn how net asset value, discounts, leverage, distributions, liquidity, and governance interact in closed-end funds.
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