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Tag: bond funds

When Boring Bonds Break Bad!

August 30, 2019

Summary: Rates will eventually rise but what does it take for bonds to move 20% or more?

Date of publication: August 30, 2019

… More When Boring Bonds Break Bad!

When Boring Bonds Break Bad!

Fixed Income Active vs. Passive Debate Resources

January 7, 2019

Summary: JR identifies key research sources for the active v passive debate.

Publication: LinkedIn

Date of publication: January 7, 2019

… More Fixed Income Active vs. Passive Debate Resources

Fixed Income Active vs. Passive Debate Resources

Rieger Report TV: Mutual Fund Performance Persistence, Bad for Bond Funds?

December 19, 2018

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?

Rieger Report TV: Mutual Fund Performance Persistence, Bad for Bond Funds?

Rieger Report TV: HY Model Portfolio December 2018

December 10, 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

… More Rieger Report TV: HY Model Portfolio December 2018

Rieger Report TV: HY Model Portfolio December 2018

Rieger Report TV: SPIVA Summary

November 1, 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

Rieger Report TV: SPIVA Summary

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