Episode 394
Finding Value in the Global Bond Markets
Enterprising Investor · CFA Institute
January 8, 20208m 44s
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Show Notes
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.