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  • Why tight credit spreads usually mean a period of global expansion
    Financials

    Why tight credit spreads usually mean a period of global expansion

    Today, most measures of credit conditions are positive, with tight spreads across all of fixed income. Even high yield spreads have come in after a short scare last month.

    By Russ Koesterich, CFA
  • The Great American Deleveraging: Fact or Myth?
    Macroeconomic Analysis

    The Great American Deleveraging: Fact or Myth?

    The great American deleveraging has largely been limited to the financial sector (XLF) (IYF). Non-financial debt is still much higher than historical averages.

    By Russ Koesterich, CFA
  • Financials

    Why high-grade debt issuance increased more than three-fold

    In the week ending August 8, weekly investment-grade bond (LQD) issuance surged by 222%, week-over-week to come in at $24.975 billion over 19 deals. Issuance was driven by refinancing older and costlier debt, acquisition related financing, share-repurchases, and other general corporate purposes.

    By Phalguni Soni
  • Financials

    Must-know: How will this week’s JOLTS report impact US debt?

    JOLTS (the “Job Openings and Labor Turnover” report) produces monthly estimates of job openings, hires, quits, layoffs and discharges, and other separations.

    By Phalguni Soni
  • uploads///Movement of Investment Grade Bond Yield and Spread
    Financials

    High-Grade Bond Yields Rose as Spreads Touched Their Lowest Level

    Last week, high-grade bond yields rose after upbeat US inflation and retail sales data raised the possibility of a rate hike by the year’s end.

    By Lynn Noah
  • uploads///Investment Grade Bonds Yields in
    Company & Industry Overviews

    Yields on Investment-Grade Corporate Bonds Remain Low

    If spreads are rising or widening, credit conditions can be assumed to be worsening. Spreads widen when growth is slow and economic conditions worsen.

    By David Ashworth
  • Technology & Communications

    Investors keep providing liquidity to investment-grade bonds

    While issuers’ activity waned last week, many investors continued to pore over the new issues that hit the corporate bond market (LQD).

    By Sandra Nathanson
  • Basic Materials

    Why high-grade bond issuance dropped to the lowest level in 2014

    With the earnings season in full swing, issuance levels have fallen over the past few weeks—a number of corporate borrowers are subject to blackout periods preceding their quarterly earnings releases.

    By Phalguni Soni
  • uploads///AGGSecExposure
    Financials

    Clearing up a common misconception about bond ETF management

    A bond ETF is managed by a human (sometimes several). A common misconception about bond ETFs is that they simply hold all the securities in the index they track.

    By Matt Tucker, CFA
  • Financials

    Why corporate bonds reacted to the QE3 exit and GDP surprise

    Bond yields and prices move in opposite directions. Due to the increase in yields last week, returns on investment-grade bonds were negative.

    By Phalguni Soni
  • uploads///US Investment Grade Bond Fund Flows
    Company & Industry Overviews

    Inflows into Investment-Grade Bond Funds Increase Last Week

    Investment-grade bond (AGG) funds saw net inflows of $1.53 billion in the week ending May 1, 2015.

    By David Ashworth
  • uploads///demand supply shortfall
    Macroeconomic Analysis

    Structural Considerations Could Mean Lower Yields in the Future

    Many structural considerations are likely to keep yields low in the future. Demand for Treasuries and bonds is likely to be more than the supply in the next two years.

    By Russ Koesterich, CFA
  • uploads///US High Yield Bond Fund Flows
    Financials

    Must-know: High yield fund flows regaining strength, time to dip back in?

    After several weeks of record outflows, investors start regaining trust Fund flows gauge where most investors are moving their money. While following this indicator assumes momentum strategies work, in weeks of high inflows, there will be a delay between the time when funds come in and when managers can invest them in assets, so they […]

    By Dale A. Norton
  • uploads///The life expectancy has increased over the years
    Healthcare

    Increased Life Expectancy Means A Longer Investment Horizon

    Increased life expectancy means a longer investment horizon. With life expectancy increasing, young investors should invest in equities aggressively.

    By BlackRock
  • Financials

    Fixed income ETF must-knows: Comparing Treasuries and other ETFs

    Credit spreads associated with lower rated bank loans found in SNLN and BKLN could underperform as corporations see cash flow decline and their ability to service their debt is compromised.

    By Marc Wiersum, MBA
  • Financials

    Macro investment recovers: Time to short the long end of the curve?

    This article considers the possibility of rising rates and the case for taking a bearish view on bond prices.

    By Marc Wiersum, MBA
  • uploads///Federal funds rate has remained low
    Macroeconomic Analysis

    The Federal Funds Rate: Why The US Dollar Could Appreciate Further

    The federal funds rate is a tool that the Fed uses to control the interest rate in the economy. The rate has been close to zero for over six years.

    By Russ Koesterich, CFA
  • Financials

    Must-know: Future impacts of financial stability measures

    The Fed currently uses considerable staff resources in monitoring financial markets for risks arising from financial instability.

    By Phalguni Soni
  • uploads///iShares iBoxx Investment Grade Corporate Bond Fund LQD
    Company & Industry Overviews

    Greece Worries Lead Investors to Investment-Grade Bonds

    The Federal Open Market Committee’s June statement didn’t elicit a strong reaction in either direction from investment-grade bonds, especially not from Treasuries.

    By David Ashworth
  • uploads///The Federal Funds Rate Has Been Stuck at around  for over  Years
    Macroeconomic Analysis

    A Softer Rebound Could Move Markets in the 2Q

    A softer rebound could move markets in the second quarter. If the economy remains weak in the second quarter, the Fed has some leeway to maneuver the rate.

    By Russ Koesterich, CFA
  • Financials

    Unique opportunities for investors given new monetary policy outlook

    I’ve discussed on The Blog how an investor can think of the federal funds rate and QE as a gas pedal. Sometimes it’s good to ease off a bit to limit the pace of acceleration.

    By Matt Tucker, CFA
  • uploads///n
    Real Insights

    Green Bonds Issuance Show Signs of Growth in 2017

    Green bonds carry the same risk-return profile as conventional bonds. However, these bonds fund projects focused on energy efficiency, clean water, transportation, biodiversity, and sustainable waste management.

    By VanEck
  • uploads///Municipal Bonds Outperformed Other Bond Classes in
    Macroeconomic Analysis

    How to Ballast Your Portfolio with Bonds

    Municipal bonds (or munis) were the best performers in 2015 with returns of 3.2%. Meanwhile, investment-grade corporate bonds (LQD), long-dated Treasuries (TLT), and high-yield bonds (HYG) all gave negative returns in 2015.

    By Russ Koesterich, CFA
  • uploads///Bond ETFs Have Had a Tough Time in
    Macroeconomic Analysis

    Where Can You Find Relative Value within Fixed Income?

    Where’s the relative value within fixed income? High yield bonds appear relatively attractive.

    By Jeffrey Rosenberg
  • uploads///A BLR
    Company & Industry Overviews

    Risk-Reward Ratio Is in Favor of Emerging Market Debt

    Emerging market debt (EMB) has attracted investor’s attention as a higher-yielding alternative in a world where yields are quickly falling below zero.

    By Richard Turnill
  • Financials

    Must-know: What investment-grade corporate bonds expect in 2015

    U.S. investment-grade corporate bonds (LQD) weathered higher market volatility well in 2014. They’ve been a steady source of returns for investors.

    By Phalguni Soni
  • uploads///bbbddaeeccffefcd
    Macroeconomic Analysis

    Letting Alternative Investments Hedge Your Returns against Deflation

    An alternative investment is an investment in asset classes other than stocks, bonds, and cash that seeks to provide a hedge against various market risks.

    By Surbhi Jain
  • Consumer

    Fixed income must-know: Why the Fed struggles to create inflation

    This article considers the Federal Reserve Bank’s continued struggle to reach its inflation target and the implications for fixed income investors.

    By Marc Wiersum, MBA
  • Financials

    Why investors are turning to corporate bond ETFs

    Investors seeking exposure to investment grade or high yield corporate debt have increasingly been using fixed income ETFs.

    By Matt Tucker, CFA
  • Company & Industry Overviews

    Why economic data influenced high-grade bond yields

    Economic data usually influences investment-grade bond yields, including Treasuries (TLT) and corporates (AGG) (LQD). Yields tend to fall on negative economic data. They rise when economic data is positive. Demand for safer investment-grade debt rises when economic growth concerns surface. This tends to raise their price and lower yields.

    By Phalguni Soni
  • Energy & Utilities

    Why investment-grade bond issuance last week beat expectations

    Investors willing to take a little higher risk than what they find in Treasuries, if they’re in search of higher returns, can consider investing in investment-grade corporate bonds.

    By Mike Sonnenberg
  • uploads///SP  Returns Following Rising Fed Funds Rate
    Macroeconomic Analysis

    Why To Expect Muted Returns from US Equities

    We can expect muted returns from US equities going forward. US stocks face the prospect of higher interest rates, albeit gradual and from unusually low levels.

    By Russ Koesterich, CFA
  • Financials

    Why the federal budget deficit is returning to normal levels

    This article considers the ongoing decline in the federal budget deficit and considers the implication for fixed income investors.

    By Marc Wiersum, MBA
  • uploads///US Investment Grade Bond Fund Flows
    Company & Industry Overviews

    High-Grade Bond Funds See Outflows in the Week Ending April 17

    Investment-grade bond yields usually follow cues from the Treasuries market. With a fall in Treasury yields, investment-grade corporate bond yields also fell.

    By David Ashworth
  • Financials

    Why did investors give US debt markets the thumbs down?

    Volatility, or the index commonly known as the “fear factor,” surged over 34% to 17.03 in the week ending August 1—this was the highest level in almost four months.

    By Phalguni Soni
  • Financials

    Risks you should know before investing in international bond funds

    In this article, we’ll discuss some of the risks an investor must consider before investing in international bonds. Some of these risks are unique to this asset class.

    By Phalguni Soni
  • Financials

    Why Kocherlakota concludes that the FOMC is underperforming

    Even among those who have jobs, the fraction of people working part-time but who would like to work more hours is higher than the historical average.

    By Mike Sonnenberg
  • Financials

    Must-know: Charles Evans discusses monetary policy in Istanbul

    The Fed’s main policy tool, the funds rate, has been at near zero levels since December, 2008.

    By Phalguni Soni
  • Financials

    Cyclical and structural unemployment in a recovering economy

    A major disagreement among Fed economists is how to classify unemployment in the economy. Unemployment can be caused by cyclical or structural factors. A number of Fed officials, including Janet Yellen, believe that there’s evidence of significant “labor market slack.” This is caused by cyclical factors.

    By Phalguni Soni
  • uploads/// Euro Yield
    Company & Industry Overviews

    Why Does Fixed Income Look Promising?

    Under the current uncertain economic circumstances, investors searching for higher yield might turn to fixed income.

    By Richard Turnill
  • Consumer

    Flight from quality and duration: Going to Vegas with SNLN and BKLN

    Ultra-short duration: Avoiding losses in a rising rate environment The below graph reflects changes in popular fixed income ETFs since the 2008 crisis. As the bond market rally has softened and interest rates have risen, longer-duration bonds, as reflected in the iShares Core Total U.S. Bond Market ETF (AGG), with a duration of 5.11 years, […]

    By Marc Wiersum, MBA
  • Healthcare

    Why is leverage a double-edged sword for companies like Apple?

    Corporate bond issuance in the U.S. reached $1.4 trillion in 2013, according to the Securities Industry and Financial Markets Association (SIFMA), a new record.

    By Phalguni Soni
  • uploads///High Yield Bonds Appear Relatively Attractive
    Macroeconomic Analysis

    Areas of Relative Value within Fixed Income

    For investors, the implications are not to load up on bonds, but to tactically look for areas of relative value within fixed income.

    By Russ Koesterich, CFA
  • Financials

    How can retail investors invest in floating rate notes, or FRNs?

    The Treasury’s newest issuance of floating rate notes, or FRNs, on January 29, commanded immense investor interest. The $15 billion issue received bids for 5.67 times the issue amount.

    By Phalguni Soni
  • Financials

    Fixed income ETFs: Key differences in duration and quality

    This article considers the trade-offs between high-credit-quality and lower-credit-quality, as well as shorter-duration and longer-duration, fixed income ETFs.

    By Marc Wiersum, MBA
  • uploads///US Investment Grade Bond Market Issuance
    Company & Industry Overviews

    Issuance of Investment-Grade Corporate Bonds Fell Last Week

    Baxalta, Energy Transfer Partners, JPMorgan Chase, Occidental Petroleum, and Cardinal Health were among the biggest issuers of investment-grade corporate bonds last week.

    By David Ashworth
  • Financials

    Why Bill Gross’ exit from PIMCO affected mutual fund flows

    In the coming months, yields are likely to trend higher as the Fed moves closer to ending the taper and tightening monetary policy.

    By Phalguni Soni
  • uploads///Ben_Bernanke_official_portrait
    Financials

    Who will replace Bernanke as the next Fed Chairman? (Part 3)

    Continued from Part 2 Because Bernanke will step down, there’s great speculation on who will replace him So who is it likely to be the next Bernanke? The case for Summers Between the two, Summers certainly has more excitement building around him than Yellen. Summers also has Wall Street credibility—at least more so than Yellen. […]

    By Dale A. Norton
  • uploads///B BLR
    Company & Industry Overviews

    A Look at Popular Post-Brexit Investments

    The uncertain global environment created after the Brexit vote made investors hope for a perpetual low rate environment. The prospect of further easing from central banks in the developed markets has spurred strong demand for government debt.

    By Richard Turnill
  • uploads///BBB spread and equity volatility
    Financials

    Is Brexit Underscoring the US Corporate Bond Market’s Strength?

    When uncertainty rises, equity markets become volatile, and bond spreads rise. Brexit is likely to have a similar effect on capital markets.

    By Surbhi Jain
  • uploads///Movement of Investment Grade Bond Yield and Spread
    Industrials

    Why Yankee Bank Issuers Find US Corporate Debt Attractive

    A lower cost of borrowing and tighter spreads have attracted foreign banks to flock to the US corporate debt market.

    By Lynn Noah
  • uploads///Risk return metric for bonds
    Macroeconomic Analysis

    How Various Asset Classes Compare Using The Risk-Return Metric

    The risk-return metric for ten-year Treasuries (IEF) are lowest, but also the safest, with a paltry 1.3% volatility and with an average yield of 4.1%.

    By Matt Tucker, CFA
  • uploads///Gini_definition
    Financials

    Is the simple life cycle model practical in the current scenario?

    Being a large capitalist economy with relatively smoothly functioning markets, some degree of inequality is expected.

    By Mike Sonnenberg
  • uploads///Investment Grade Bonds Yields in
    Company & Industry Overviews

    Corporate bond yields rise, spreads fall in 2015

    Low-yielding Treasuries made corporate bonds attractive, and investors turned to higher yielding investment-grade and high-yield debt and related ETFs.

    By David Ashworth
  • Financials

    Must-know: The Treasury International Capital report

    Net foreign purchases of long-term securities came in at $19.4 billion.

    By Phalguni Soni
  • uploads///iShares iBoxx Investment Grade Corporate Bond Fund LQD
    Company & Industry Overviews

    Why did corporate bond yields fall last week?

    Yields on US sovereigns fell in the week ended March 13. Along with Treasury yields, corporate bond yields also fell.

    By David Ashworth
  • Financials

    Why investors see strong fundamentals in investment-grade bonds

    Treasury yields and U.S. investment-grade bond yields usually move in the same direction. Last week, corporate investment-grade bond yields followed cues from the U.S. Treasuries market. Treasury yields (TLT) had fallen over the week on higher demand for safe-haven securities. They also fell as a result of the European Central Bank’s (or ECB) dovish monetary policy stance.

    By Phalguni Soni
  • Financials

    Must-know: How the Fed may deal with its bloated balance sheet

    The Fed’s balance sheet size has bloated to $4.3 trillion as on May 14, 2014, compared to pre-crisis level of $870 billion seen on August 1, 2007.

    By Mike Sonnenberg
  • Macroeconomic Analysis

    Improving consumer confidence suggests better capital spending

    Consumer confidence, while low, is improving. During the first half of 2014, the Conference Board’s measure of consumer expectations averaged a little below 82, a material improvement from the previous four years.

    By Russ Koesterich, CFA
  • Financials

    High-grade bond supply spike triggers hope for record year

    Last week was strong in terms of issuance volumes in the primary capital markets. High-quality bond issuance touched $51.3 billion across 42 issues in the week ending November 7.

    By Phalguni Soni
  • uploads///AdobeStock_
    Fund Managers

    Why Elliott Management Might Be in Trouble

    Last week, Elliott Management filed its 13F for the first quarter of 2020. In the last quarter, the hedge fund’s AUM was worth around $73.15 billion.

    By Rabindra Samanta
  • uploads///markus spiske TfJqbBA unsplash
    Financials

    The difference between High Yield Bond ETFs and Investment Grade Bond ETFs

    The corporate bond market is divided into two broad categories: the high grade market and the high yield market.

    By Dale A. Norton
  • uploads///jorge salvador yNKahybhg unsplash
    Financials

    The Difference between Corporate Bonds and Treasuries

    Bond investors should understand the difference between Corporate Bonds and Treasuries. Below is a list of the key differences between the two.

    By Dale A. Norton
  • uploads///fedvolatility
    Macroeconomic Analysis

    Divided Opinions about the Fed’s Rate Hike Procrastination

    The December 2015 rate hike was the first since the 2008 global meltdown. Now the Fed is hinting at the first rate hike of the year to come in December 2016.

    By Matt Tucker, CFA
  • Financials

    Credit risk: Why high-yield bonds act like equities

    High-yield debt could do well, but there are risks. The Fed shifting toward more contractionary monetary policy poses two risks to high-yield debt.

    By James Malthus, Macro Analyst
  • Financials

    How bond prices, interest rates, and credit spreads correlate

    Bond prices and interest rates have an inverse relationship. If an interest rate increases, the price on a bond declines, and vice versa.

    By Sandra Nathanson
  • Financials

    Why investors can benefit from floating rate notes, or FRNs

    FRNs represent an effective way for investors to benefit from the anticipated rising interest rate environment and also provide a safer place to park cash.

    By Phalguni Soni
  • Financials

    Why credit risk is an essential value driver of high yield bonds

    Bonds are highly sensitive to credit risk—other than U.S. Treasury securities, which are more prone to interest risk. Credit risk hugely varies.

    By Sandra Nathanson
  • Financials

    Spread risk: Why credit ratings are a key risk determinant

    Credit ratings assess the credit-worthiness of a borrower and assign a grade based on the borrower’s business operation and financial stability.

    By Sandra Nathanson
  • Financials

    Why do floating rate notes, or FRNs, differ from regular bonds?

    The U.S. Treasury Department’s latest issue on January 29, the floating rate note (or FRN) will fulfill two investor needs: participating in anticipated future interest rates increases and protecting principal against default.

    By Phalguni Soni
  • Financials

    Why investors should look at floating rate notes as an option

    On January 29, 2014, the U.S. Treasury Department issued a new class of security: the floating rate note (or FRN). This is the first new security introduced by the Treasury since 1997.

    By Phalguni Soni
  • Financials

    An investor’s guide to the US leveraged financial market

    According to the Securities Industry and Financial Market Association, SIFMA, the total U.S. fixed income market size is about $38.6 trillion.

    By Sandra Nathanson
  • uploads///Ratings
    Financials

    Comparing leveraged loans and high yield bonds: Credit rating

    Credit rating measures the credit-worthiness of a debtor with respect to its financial and operational stability. Rating agencies such as Moody’s and Standard & Poor’s specialize in rating credit to government agencies and corporates.

    By Sandra Nathanson
  • Financials

    Comparing leveraged loans and high yield bonds: Key distinctions

    Leveraged loans (BKLN) are almost always secured or backed by a specific pledged asset or some form collateral. On the other hand, high yield bonds (JNK) may be secured or unsecured.

    By Sandra Nathanson
  • Financials

    Comparing leveraged loans and high yield bonds: Debt terms

    Another item that differentiates leveraged loans from high yield bonds is “covenants,” or the financial health metrics that issuers must adhere to.

    By Sandra Nathanson
  • uploads///Macaulay duration formula
    Financials

    Know how to calculate and interpret your bond’s duration

    Duration, in effect, takes into account various factors while providing with an assessment as to the price sensitivity of the bond to interest rate changes.

    By Surbhi Jain
  • uploads///Default Rate
    Financials

    The default rate and its relation to bond and loan prices

    Default rate is a key metric of credit risk and is defined as the risk that the counterparty will default on its financial obligations.

    By Alex Chamberlin
  • Financials

    Using sector rotation during rising interest rates

    So how can an investor use sector rotation during a rising rate period?  By rotating some assets out of fixed income sectors that tend to underperform in this kind of environment and into sectors that tend to benefit.  Typically during rising rate environments, the Fed is raising the federal funds rate in response to high […]

    By Russ Koesterich, CFA
  • uploads///Rating
    Financials

    Must know: How credit rating affects default rate and bond price

    A lower credit rating means higher risk, and therefore, higher yield as investors look for the premium to take the risk and vice versa.

    By Alex Chamberlin
  • Financials

    Why the MBA Purchase Applications Index is a major bellwether

    The Mortgage Bankers Association’s (the MBA’s) Purchase Applications Index is a weekly measurement of home loan applications.

    By Phalguni Soni
  • Financials

    Key differences between high yield and investment-grade bonds

    Investment-grade corporate bonds (LQD) carry inferior yields compared to high yield bonds (JNK) with the same maturity date.

    By Sandra Nathanson
  • Financials

    Why did the T-Notes auction see a sudden rush for 10-year notes?

    We can attribute the lower yield recorded in February compared to January to higher demand for safe-haven assets like U.S. Treasuries, which have increased in 2014.

    By Phalguni Soni
  • Financials

    Credit ratings in expansions affect companies like Thermo Fisher

    According to the National Bureau of Economic Research (or NBER), the trough of the recession was reached in June 2009, and the economy began expanding in Q3 2009.

    By Phalguni Soni
  • Financials

    Why low interest rates have sparked record debt issuance

    Improvement in the up/down ratio commenced one quarter prior to the formal demarcation of the end of the recession.

    By Phalguni Soni
  • Financials

    Key benefits of municipal bond investments for your portfolio

    The chief advantage of investing in municipal bonds (VRD) is that the interest income on most of them is exempt from federal income taxes and often state and local taxes as well.

    By Phalguni Soni
  • Financials

    Why primary risk factors are important for fixed income investing

    A portfolio’s exposure to yield curve twists—non-parallel movements in the yields curve—can also be approximated by using the present value distribution of cash flows.

    By Phalguni Soni
  • Financials

    Recommendation: You can learn from the yield curve of 1989–1990

    While the yield curve is normally upward-sloping, it might flatten excessively in certain special conditions. “Flattening” refers to the contraction of differences in yields across maturities.

    By Mike Sonnenberg
  • Financials

    Must-know: Why the taper caused yields to increase

    Much of the current theoretical base of finance assumes that investor expectations are homogeneous. In other words, all the investors expect a similar outcome.

    By Mike Sonnenberg
  • uploads///Part
    Financials

    The risks and returns on domestic and overseas bond funds

    There are various measures used to compute the yields on bond funds, the most commonly used ones being the SEC yield and the distribution yield.

    By Phalguni Soni
  • Financials

    Mester weighs in on using “sticky” prices in inflation models

    According to Mester, core price inflation in the services sector has ranged between 2.25% and 2.50% since 2012. A deceleration in core goods prices has resulted in headline inflation falling below the Fed’s long-term inflation goals.

    By Phalguni Soni
  • Financials

    Why John Williams says monetary tightening won’t happen right away

    Mentioning that the economic outlook for the U.S. was “quite good,” Williams said the Fed’s monetary policy would slowly revert to normal as the economic recovery progresses.

    By Phalguni Soni
  • Financials

    New Cleveland Fed CEO Loretta Mester weighs in on monetary policy

    Loretta Mester is the new president and chief executive officer of the Federal Reserve Bank of Cleveland. She has taken over the reins from Sandra Pianalto, who retired on May 31.

    By Phalguni Soni
  • Financials

    Why Fed policies influence inflation but not employment long-term

    In this part of the series, we’ll discuss Mester’s views on how monetary policy decisions impact the Fed’s dual mandate of ensuring price stability.

    By Phalguni Soni
  • Financials

    Why revisions in inflation measures impact ETF investors

    In this part of the series, we’ll discuss Mester’s views on the second research question posed to the audience: how should monetary policy makers incorporate revisions to PCE inflation into their policymaking framework?

    By Phalguni Soni
  • Financials

    Recommendation: Why equities are a good hedge against inflation

    While Russ doesn’t foresee a bond market meltdown, he does expect that rates will rise in coming years and he offers three suggestions for positioning equity portfolios in preparation.

    By Russ Koesterich, CFA
  • Financials

    Why we need to relook at the consumer in this week’s releases

    This week is full of indicators, with most of them being measures of national-level economic activity.

    By Phalguni Soni
  • Financials

    Corporate debt trends—have high yield investors had enough?

    However, corporate borrowers in the primary markets continued to take advantage of the low yields environment.

    By Phalguni Soni
  • Financials

    Key drivers affecting investment-grade bond funds flows

    Bond yields and prices move in opposite directions. As a result, returns on high-quality corporate bonds were positive. This year, demand for U.S. investment-grade debt benefited from geopolitical tensions overseas and economic growth fears in the first quarter. This raised prices and lowered yields on high-quality corporate bonds.

    By Phalguni Soni
  • Financials

    Analyzing secondary trends in high yield debt securities

    Investor flows into high yield (HYG) mutual funds reversed their trend in the week ended June 27. High yield (JNK) mutual funds recorded net inflows of $619 million in the week

    By Phalguni Soni
  • Financials

    Investor flows in high-grade bond funds belie rate rise worries

    Treasury yields and yields on U.S. corporate bonds usually move in the same direction in response to economic data. Due to the factors described in the previous part of this series, yields on corporate bonds rose over the week.

    By Phalguni Soni
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