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…
MUB, NYSE:AGG
Stoyan Bojinov: Equity markets posted mixed results on Thursday as earnings worries in the morning translated into selling pressures on Wall Street, although euphoria returned to the markets after a better-than-expected employment report. The Nasdaq led the way higher in green territory on the Read more…
NYSE:AGG
Matt Tucker: Expectations of rising interest rates. Fears of massive municipal bond defaults. Heading in to 2011, those were the two strong trends that investors expected would shape the fixed income market. But as we know now, 2011 turned out to be almost the opposite of expectations. Read more…
NYSE:AGG, NYSE:HYG, TBT, TLT
Jared Cummans: The ETF industry has been praised for the many advantages that it offers investors. Exchange traded products are liquid, transparent, and cover a broad range of investment classes to help round out portfolios. On top of all of these advantages lies the cost factor; one of the founding Read more…
IAU, NYSE:AGG, NYSE:BND, NYSE:EEM, NYSE:GLD, VWO
Michael Johnston: U.S. ETF assets declined slightly in November according to the latest data from the National Stock Exchange, as the rapidly-growing industry experienced net outflows amidst a general flight from both domestic and international equities. The industry finished last month with $1.06 Read more…
LVOL, NYSE:AGG, NYSE:BND, VWO, XLF
Matt Tucker: In the past few decades indexing has increased in popularity among investors. Most of the growth has come in liquid, developed markets such as US equities. The conventional wisdom has been Read more…
NYSE:AGG
Michael Johnston: The latest addition to the fast-growing ETF lineup is a fund from State Street that will offer exposure to investment grade debt that adjusts interest payouts based on prevailing market conditions. The SPDR Barclays Capital Investment Grade Floating Rate ETF (NYSEARCA:FLRN) is linked Read more…
NYSE:AGG, NYSE:FLOT, NYSE:FLRN, NYSE:FLTR
Matt Tucker: Lately, I have been fielding a lot of questions from investors who have been disappointed with the performance of some of their fixed income investments. The basic story is always Read more…
NYSE:AGG
Matt Tucker: Earlier this month, Jefferson County, Alabama became the largest issuer in the municipal bond market to file for bankruptcy. Back in 1997 the county tried to upgrade its sewer system. Through losses on interest rate swaps and fraud, the debt burden from the sewer project rose from $555 million Read more…
JNK, NYSE:AGG, NYSE:HYG, TBT, TLT
Michael Johnston: The saying “never judge a book by its cover” is certainly applicable to a wide range of situations. That includes the business of investing; for advisors and individuals who use ETFs, the old adage can be very relevant, valuable advice. There are now more than 1,300 exchange-traded Read more…
NYSE:AGG, NYSE:BND, NYSE:EEM, VWO
Stoyan Bojinov: Dividend investing is one of the oldest and most popular strategies amongst retail and institutional equity investors on Wall Street. Legends like Warren Buffet and Benjamin Graham are well known advocates of this value investing approach, and their success in the financial markets speaks Read more…
JNK, LQD, NYSE:AGG, NYSE:SDIV, SHY
David Fry: This posting completes a comprehensive review in the fixed-income ETF segment. While this review seems a grab-bag collection of issues, we like keeping the list of choices at 10. This seems more manageable for most investors. We’re not necessarily recommending one issue over another and where Read more…
MLN, NYSE:AGG, NYSE:BND, NYSE:BSV, NYSE:HYD, PFF, SHY
Matt Tucker: One of my favorite fixed income topics is yield. Really, it is. What’s amazing to me is how many different types of yield exist — for a bond or bond fund Read more…
NYSE:AGG
Premiums and discounts spiked for some illiquid funds, but the broad-market fixed-income ETFs performed admirably during the recent market Read more…
NYSE:AGG, NYSE:BND
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
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