Summary: Municipal Bonds are in high demand and low supply. JR Rieger of The Rieger Report weighs in on which segments of the muni market have been performing well, gives us an overview of insured munis, and compares the risk of high yield munis to junk corporate bonds.
Date of production: July, 2019
Summary: Munis are not on sale this summer as the overall supply / demand technical imbalance wrestles yields lower. Yields for Illinois, Connecticut and New Jersey not getting the love.
… More Rieger Report®: Municipal Bonds v. U.S. Treasury & Corporate Bonds
Summary: JR’s analysis of fund flows for June 2019 show significant changes.
Publication: ETF.com
Date of publication: June 28, 2019
… More Rieger Report® “June 2019 Bond ETF Flow Report” makes ETF.com’s Hot List!
Summary: To date, June 2019 ETF fund flows show a shift from extreme short end to intermediate treasury bonds and a shift back to incremental yield asset classes like investment grade corporate bonds. Out of favor are floating rate products as the Fed’s potential actions impact floating rate bonds negatively.
Summary: JR reveals his strategy for finding higher yields in the investment grade municipal bond market.
Date of podcast: June 19, 2019
Summary: Within munis, JR shifts focus from investment grade munis towards high yield munis as we enter Q3 2019.
Summary: JR stands pat on the high yield ETF model portfolio allocations for the 3rd quarter of 2019. Muni allocation remain 60% v. 40% allocation toward corporate junk bonds.
… More Rieger Report®: High Yield ETF Model Portfolio Q3 2019 Rebalance
Summary: High grade municipal bonds remain expensive relative to other options. JR dives into the data.
… More Rieger Report®: Munis v. US Treasuries and Corporate Bonds
Summary: JR is interviewed by AssetTV on the state of the muni bond market.
Date of production: June, 2019
Summary: Major money flows in and out of bond ETFs can tell us a lot about investor sentiment and create opportunities for tactical ETF investors.
