Summary: Studies on the returns for active vs. passive securities do not definitively declare a winner. However, J.R. Rieger of the Rieger Report explains that a higher proportion of municipal active managers best their benchmarks. John Hallacy is host.
Date of podcast: December 27, 2018
… More Important Factors in the Active vs. Passive Debate
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
… More Rieger Report TV: HY Model Portfolio December 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
… More Rieger Report TV: SPIVA Summary
Summary: JR looks at the recently released mid-year 2018 S&P Index Versus Active Scorecard and finds powerful evidence actively managed funds have not done too well v. benchmarks.
… More Senior Loan (Bank Loan) ETFs: Active vs. Passive
Summary: Embracing my inner bond market bear.
Date of podcast: October 22, 2018
… More Embracing my inner bond market bear.
Summary: JR touches on the horror of the yield curve steepening and the impact on yields in the muni market.
Date of podcast: October 9, 2018
… More JR touches on the horror of the yield curve steepening and the impact on yields in the muni market.
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
… More Rieger Report TV: New Rankings for Senior Loan ETFs
Summary: Explores the leading ETFs in the Senior Loan market place and ranks the top four.
Date of podcast:August 8, 2018
… More Explores the leading ETFs in the Senior Loan market place and ranks the top four.
Summary: JR Rieger was a panelist in this discussion on risks associated with high yield bonds and senior loans. He joined Brean Capital’s Peter Tchir and S&P’s Shaun Wurzbach on exploring index based strategies to potentially mitigate risk.
Date of production: June 15, 2017
… More The Importance of Sector Risk in Comparing High Yield and Leveraged Loans