Rieger Report®: Is Balanced “Old School”?
August 21, 2019
Summary: JR examines the various equity and bond balanced indices for performance and risk profiles.
Category: Rieger Reports
Rieger Report®: Geopolitical Risk Overtakes Bond Markets
August 15, 2019
Summary: JR dives into the impact of geopolitical risk on the muni market.
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Rieger Report®: Fed Rate Cut Ads More Fuel to Muni Demand
August 1, 2019
Summary: Muni demand v supply remains out of kilter pushing munis into richer territory.
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July 2019 Bond ETF Flow Report
July 25, 2019
Summary: July 2019 fund flows are very informative as investors appear to be risk-on in the hot summer sun.
Rieger Report®: Municipal bonds remain expensive.
July 18, 2019
Summary: Technical factors have kept muni yields low this summer resulting in relatively expensive bonds v. other options.
Rieger Report®: Municipal Bonds v. U.S. Treasury & Corporate Bonds
July 1, 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.
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June 2019 Bond ETF Flow Report
June 27, 2019
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.
Municipal Bond ETF Model Portfolio Q3 2019 Rebalance
June 18, 2019
Summary: Within munis, JR shifts focus from investment grade munis towards high yield munis as we enter Q3 2019.
Rieger Report®: High Yield ETF Model Portfolio Q3 2019 Rebalance
June 18, 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.
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Rieger Report®: Munis v. US Treasuries and Corporate Bonds
June 12, 2019
Summary: High grade municipal bonds remain expensive relative to other options. JR dives into the data.
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