Rieger Report®: Municipals v. US Treasury & Corporate Bonds
December 2, 2020
Summary: Post election demand for tax-exempt municipal bonds sparks a rally in November.
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Category: Rieger Reports
Rieger Report®: Bond ETF Fund Flows
December 1, 2020
Summary: “Risk-on” continues as cash flows into bond funds including junk.
Rieger Report®: Municipals v. US Treasury & Corporate Bonds
November 16, 2020
Summary: Munis rally post-election as prospect of future higher taxes pushes demand higher.
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Rieger Report®: Bond ETF Fund Flows
November 16, 2020
Summary: The markets have shifted to “risk-on” as cash flows from U.S. Treasury bond ETFs and into junk bond ETFs.
BrightTALK Speech Rieger Report®: Active or Passive Bond Funds: Hype v. Facts
November 6, 2020
Summary: JR spoke on the trends of active v. passive fixed income: facts v. the hype.
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Rieger Report®: Municipals v. US Treasury & Corporate Bonds
November 2, 2020
Summary: In a period of high volatility leading up to the elections, the appetite for municipal bonds has been waning. The result is muni yields continue to move in the wrong way, making investment grade munis relatively cheap v. corporate bonds.
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Rieger Report®: Bond ETF Fund Flows
November 2, 2020
Summary: “Risk-off” has been elevated as equity market volatility leads into the week of horrors for the markets.
Rieger Report®: Bond ETF Fund Flows
October 19, 2020
Summary: Fund flows continue to reflect investor sentiment but bond ETFs attract assets and continue to grow.
Rieger Report®: Municipals v. US Treasury & Corporate Bonds
October 19, 2020
Summary: Municipal bond yields rise as supply wave hits the market with demand waning. Muni yields shift further into relative value cheapness v. corporate bonds.
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Rieger Report®: Municipals v. US Treasury & Corporate Bonds
October 1, 2020
Summary: Yields slip higher, JR sees the relative value opportunity for investment-grade munis over corporate bonds.
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