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Matt Tucker: I’ve been spending a lot of time on the road this year, attending conferences, talking to the media and meeting with investors. One thing I’m learning is that there is still a lot of confusion when it comes to fixed income and fixed income ETFs. With a size of more than $36 trillion the US fixed Read more…
JT McGee: In 2010 one brave analyst took to 60 minutes to give deliver a warning message: municipalities are broke. Meredith Whitney made a very controversial call, declaring state and local governments a poor place to invest. In particular, she noted her expectations for the future of the municipal Read more…
Russ Koesterich: Call #1: Maintain long-term overweight global equities: In December, equity markets exhibited a marked improvement, which has continued into 2012. Read more…
Eric Dutram: This year has, so far, been a pretty strange period for municipal bond investors. It started off with a dire prediction from Meredith Whitney on the market as she stated her belief that we will see a large amount of defaults in the space in the very near future. “You could see 50 sizable defaults, Read more…
Russ Koesterich: Call #1: Reiterate Long-Term Overweight of Corporate and Municipal Debt Over Treasuries Read more…
The Daily Capitalist: On Monday, Sept. 19, I suggested that the price of gold (NYSE:GLD) was vulnerable, and also suggested that the stock prices of miners (NYSE:GDX) were a better intermediate-term bet. This was two days before the FOMC meeting, which much of the “smart money” expected would produce a Jobsian Read more…
Michael Johnston: In recent years, ETFs have become increasing popular tools for accessing the fixed income corner of the market. The space initially grew much more slowly than equity ETFs, but investors have gradually become more comfortable with the combination of fixed income exposure Read more…
JNK, MUB, NYSE:AGG, NYSE:BAB, NYSE:BND, NYSE:BWZ, NYSE:HYD, NYSE:HYG, PCY, PZA
Matt Tucker: Now that the fear of widespread municipal bond (muni) defaults has started to subside, we’re beginning to field fewer questions on that debate and more inquiries about the case for munis in today’s environment. In a recent outlook, Russ Koesterich talked about how municipal bonds Read more…
Russ Koesterich: Call #1: Maintain Overweight US Municipals – This week, our first call focuses on our preference for US Municipals over Treasuries Read more…
According to the ancient Mayan calendar, the world will end in December 2012. If banking analyst Meredith Whitney is right, the beginning of the end might be around the corner. Whitney, who rose to prominence after a pessimistic report on Citigroup issued in late 2007 later proved to be Read more…
High yield bond ETFs concentrate on lower quality corporate bonds, which are considered riskier than higher-quality or more established companies. Because of this higher level of risk, high-yield Read more…
Shah Gilani: Divining the direction of interest rates used to be a lot easier. With the Federal Funds Rate, policymakers at the U.S. Federal Reserve would indicate precisely what they wanted the Read more…
Emerging market bonds have become a large part of many investors’ portfolios in recent years. This can be attributed to an increase in the credit quality of the bonds of foreign countries and 
Risk assets’ correction in last week was across the board: virtually all risk assets, other than US REITs (NYSE:VNQ), turned up negative. Among them, both international stocks (NYSE:EFA) 
Another week went by with risk assets being in much favor. This is especially true for the traditionally considered ‘riskiest’ assets including emerging market equities (NYSE:VWO) 
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