Summary: JR and John Davenport talk about the Fed’s intervention and impact on the bond markets.
Date of production: June 12, 2020
… More Rieger Report® Interview: John Davenport of Impact Partners
Summary: Disorderly markets cause dislocation in bond ETF prices v. NAVs. JR provides his perspective.
… More Rieger Report®: Dystopia; Bond ETF Share Prices Dislocate from NAVs
Summary: High quality bond ETFs see inflows as investors shift away from risky assets while high yield and senior loan ETFs saw huge outflows in February.
Summary: JR’s views move more negative for junk bonds and senior loans.
… More Rieger Report®: October 2019 Taking a Stand on High Yield
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
