Income Investor Perspectives

Independent municipal bond market insights for advisors

Month: July, 2015

What is Thought Leadership?

Screen Shot 2015-07-31 at 11.58.32 AMWhen it comes to fixed income investing, who is the thought leader? Can there be more than one thought leader? Is it even important?

A recent survey of asset managers revealed that 2/3’rds of them describe themselves as thought leaders.

But what does that mean? If everyone has thought leadership, does anyone have thought leadership? Is thought leadership really that important? If you are an investor, don’t you want to be working with a thought leader? If you are in the asset management business, don’t you want to be a thought leader?

Read more…


Summer Thinking List part 2

Fixed Income Asset Manager Edition

Photo of Lake Winnipesaukee by the author.

The Summer Thinking List for Advisors has attracted a lot of hits, so I am following up with some additional questions for the asset management side of the business. Depending on your role, you may find each individual question to be more or less relevant to you, but hopefully you will find at least two or three that will help get you thinking about how to attack the back part of the year.

The Market and my Offerings (15 questions)

  1. What do I think the market is going to do in the next 6 months?
  2. What is my firm saying? Do I agree or disagree (in whole or in part)?
  3. What is the consensus? Are we an outlier?
  4. What are the key indicators I need to be paying attention to?
  5. How will I know if…
  6. If we are right, what are my…

Competition (5 questions)

  1. How well is my firm (and my clients) positioned competitively?
  2. What are my strongest…
  3. What firm(s) or product(s)…

Opportunities (2 questions)

  1. Do we have…
  2. What can I do to…

Click here to read the complete combined list.

What are you thinking about this summer?

Photo by the author. Copyright reserved.

Photo by the author. Copyright reserved.

With the proliferation of summer reading lists, everyone in the industry seems to be telling each other what we should all be reading.

Rather than just add another list, I thought it would be more interesting to offer a list of things to think about to help advisors be prepared for the back-end of the year.

  • What do I need to know about…
  • How does my…
  • How much more time do I need…
  • How can I improve…
  • Am I on track for my…


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