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: Major money flows in and out of bond ETFs can tell us a lot about investor sentiment and create opportunities for tactical ETF investors.
Summary: JR takes a harsh view of Senior loans and Junk Bonds.
Summary: While this could be a treacherous time to invest in Senior Loans and JR is not advocating doing so he ranks the four largest senior loan ETFs based on current data.
Summary: JR reviews and ranks global bond beta exposure ETF offerings.
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
Summary: JR re-ranks senior loan ETFs, BKLN moves up in ranking.
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
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: Municipal bonds show their value in November overcoming new issue supply and outperforming corporate bonds.