Summary:Important data was recently released by S&P Dow Jones Indices on mutual fund performance persistence. JR looks at the fixed income fund data and it is stunningly bad for bond funds.
Date of production: December 19, 2018
… More Rieger Report TV: Mutual Fund Performance Persistence, Bad for Bond Funds?
Summary: In these times of market volatility JR introduces the Rieger Report High Yield ETF model portfolio allocations for the first quarter of 2019.
Date of production: December 10, 2018
Summary: JR reviews the latest S&P Index v. Active report and for bond funds the data isn’t pretty.
Date of production: November 1, 2018
Summary: Munis get cheaper relative to UST and corporate bonds, move to 104% of UST on long end.
Summary: Munis shift cheaper but not as much as UST treasury and US corporate bonds.
Summary: JR introduces his perspectives on the larger ETFs in the Senior Loan market place and ranks them from top to bottom.
Date of production: October 5, 2018
Summary: Municipal bonds are rich in some places and relatively attractive in others. JR Rieger discusses his perspectives on the current market place.
Date of production: September 25, 2018
Summary: JR Rieger makes fourth quarter changes to the Rieger Report Municipal Bond ETF Model Portfolio.
Date of production: September 25, 2018
Summary: JR reports that the municipal bond market absorbed an increase in new issue supply as the demand supply imbalance plays an important role in the municipal bond market.
Summary: JR analyses the impact of new issue supply is impacting the longer end of the municipal yield curve and notes the short end is still relatively rich when compared to other asset classes.
