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Home » Archives for Charles Curry Jr

Passive Fixed Income…NOT: The Case for Active Fixed Income

Passive Fixed Income…NOT: The Case for Active Fixed Income

by Charles Curry Jr | Oct 1, 2025 | Market Outlooks, Xponance® Insights

In this paper, we begin by examining the differences between equity index construction and fixed income benchmark construction. We then analyze data from the eVestment database to evaluate the performance of the Bloomberg Aggregate index relative to the median active manager.

An Introduction to Differentiated Income: High Yield within an Investment Grade Framework

An Introduction to Differentiated Income: High Yield within an Investment Grade Framework

by Charles Curry Jr | Oct 13, 2021 | Xponance® Insights

The Differentiated Income strategy is a yield driven approach that derives alpha from unique, and diverse income streams. Income/yield is enhanced through callable securities, optionality, security structure, and variable rate coupons.

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