Mastering Stocks and Bonds

1. Front Matter

   Pages i-ix

   PDF

2. The Cross-over

   • Ben Emons

   Pages 1-42

3. Fixed-Income Strategies for the Equity Investor

   • Ben Emons

   Pages 43-91

4. Equity Strategy for the Bond Investor

   • Ben Emons

   Pages 93-131

5. Options

   • Ben Emons

   Pages 133-157

6. The Portfolio Construction

   • Ben Emons

   Pages 159-198

7. Back Matter

   Pages 199-205

   PDF

Despite popular belief, bond and stock investors are not opposites. Stock investors can apply bond strategies to safeguard returns. And bond investors can do better using a stock selection strategy designed to improve the portfolio's income distribution. This book will teach you to look at stocks through the lens of a bond buyer, and vice versa.

• Bonds
• income distribution
• interest rates
• Portfolio
• investments and securities

'Ben's use of real examples that highlight the actual risks and pre-conditions practitioners consider when implementing crossover strategies the book moves the reader well beyond the academic theory of applying common bond analysis techniques to equity analysis and vice versa. The book provides valuable insight for any investor that wants to expand their toolkit in today's difficult investment environment.' Cliff Remily, CFA, Portfolio Manager, Edge Asset Management

'In this book, Emons lays out an innovative approach crossover strategy, which is based on the interplay of bond and stock by leveraging on their different sets of investment methods. Investors seeking Alpha should take this book seriously. People learning investment can also benefit from this book.' Baizhu Chen, Professor, University of Southern California

Ben Emons is a Portfolio Manager and published author. He specializes in fixed income portfolio management and has over twenty years of work experience in international financial markets. He holds an MBA from the University of Southern California, Marshall School of Business, USA, as well as a Master's degree in international finance from the University of Amsterdam, The Netherlands.

Ben has been a frequent guest on CNBC, Bloomberg Television and Radio, TheStreet.com and Internal Business Times TV. He has been interviewed and quoted in major newspapers and magazines, and has published articles in PRMIA Risk Magazine, Reuters, Financial Times, Bloomberg BusinessWeek, and StockMarketWatch.com

Ben has produced a variety of webinars specifically for PRMIA and has spoken at numerous CFA conferences throughout the world. He is very active on social media via blogs, Twitter, and LinkedIn.

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