Carney: Without speaking for others, I think it is a case where investors did not necessarily believe there was a lot of value to be had beyond the Agg. If people just wanted great exposure to the US bond market across
However, with the possibility that interest rates will creep higher and elevate default risk in the high yield space, advisors and investors may want to go beyond basic fixed income strategies. The VanEck CLO ETF (NYSE Arca:
On Monday July 24, VettaFi will be hosting a three-hour Fixed Income Symposium to help both sets of advisors. There is much uncertainty about the Federal Reserve’s moves in the second half of the year and what it could
“Investors continue to embrace ETFs that offer low-cost, broadly diversified exposure to major global asset classes for the core of their portfolios,” said Janel Jackson, global head of ETF capital markets and broker and index
That said, municipal bonds offer just that with their low credit risk and tax-free yields. “Municipal bonds are generally a high-quality asset class with a very low historical default rate,” said Nathan Will, principal and head of
For investors in emerging-market bonds, normal would mean a world in which global inflation is in check, interest rates are no longer rising, China is healthy, and traditional asset correlations resume. This is reflected in
VettaFi’s coming Fixed Income Symposium is timed to go live just days before the next FOMC meeting. VettaFi head of research Todd Rosenbluth said, “while the Fed paused its rate hiking program at the last
The Vanguard Total Bond Market Index Fund ETF ( NASDAQ: BND ) is a good alternative to US Treasuries for investors looking to take advantage of high nominal and real yields while limiting the duration risk in exchange
Global X has launched a cash alternative ETF in the US providing exposure to US Treasury bills at the very front end of the yield curve. During such periods of elevated interest rates, short-term Treasuries can
Linked to inflation rates and the real demand for money, it’s tough to call this multivariate problem in the long term, but we think that AI progress could keep structural inflation lower due to higher levels of unemployment
If the worst of the banking crisis is behind us and the Fed’s balance sheet continues to shrink, bonds may prove a less effective hedge going forward. Bonds proved an effective hedge in the aftermath of the initial
LQDH is priced based on the value of corporate bonds, which is hedged from interest rate risk is dependent only on credit quality. The iShares Interest Rate Hedged Corporate Bond ETF ( NYSEARCA: LQDH ) is a
As of June 15, 2023, Fidelity Investments published the following Highest Yield rates: As of February 24, 2023, Fidelity Investment published the following Highest Yield rates for new issue CDs. US Treasury rates are