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Playing Under Par: Bond Portfolio Strategies for Community Banks
With the book price for bond portfolios having dropped for the first time in 17 years, community banks should take a page out of the golfer’s playbook.
Michael Benedict: Finding the Portfolio's Fit in Your Balance Sheet
Address common problems with creative solutions.
Michael Benedict: The Resilience of Agency MBS in a Shifting Financial Landscape
Agency mortgage-backed securities rise above the rest in this relative value update.
Michael Benedict: Community Bank Growth in a New Rate Environment
A steeper yield curve brings growth strategies back into the fold.
Jim Reber: Spreading the Good News
Incremental yield can indicate relative value.
Michael Benedict: Make Portfolio Strategy Fun Again
Things are looking up for portfolio management in 2025.
Jim Reber: Will the Wave Return?
Falling rates should boost cash flows.
Michael Benedict: Bridging the Gap
Rate cuts may not provide immediate margin relief, but you can take steps to reduce near-term pressure.