Summary: The yield curve steepened and as a result AA rated municipal bonds have now moved into relatively cheap territory.
… More Rieger Report®: Municipals v. US Treasury & Corporate Bonds
Summary: Bond ETFs assets slip modestly in February but that doesn’t reflect the massive shift underway in assets within the category.
Summary: JR dives into ESG related fixed income ETFs and the challenges faced by investors.
… More The Advent of ESG Fixed Income Exchange Traded Funds (ETFs)
Summary: More and more new issues seem to be coming to market as taxable municipal bonds instead of the traditional tax-exempt financings. JR Rieger of the Rieger Report shares what’s driving that growth and what led munis to a positive return in January despite the yield curve steepening.
Date of production: February 19, 2021
Summary: Investment grade muni prices rise as relentless demand for tax-exempt bonds continues. The curve did steepen on the long end but not as much as corporate bond yields.
… More Rieger Report®: Municipals v. US Treasury & Corporate Bonds
Summary: Bond ETFs reach over $1,100billion in assets as investment grade bonds continue to attract investors. TIPS also get inflows as inflation concerns are being reflected in investor behavior.
Summary:JR talks infrastructure financing with André Wright, Executive Vice President of Standard International Group.
Date of production: January 22, 2021
Summary:JR interviews Mike DePalma, Portfolio Manager of the High Yield ETF (HYLD) on junk bonds, their default rates and the market.
Date of production: January 26, 2021
Summary:JR interviews Mike DePalma, Portfolio Manager of the High Yield ETF (HYLD) on correlations of the junk bond asset class.
Date of production: January 26, 2021
… More Rieger Report® Interview: Mike DePalma, Portfolio Manager of the High Yield ETF (HYLD)
Summary:JR interviews Nicholas Erickson CFA, Sage Advisory Services on the evolution of ESG criteria in reviewing municipal bonds.
Date of production: January 08, 2021
… More Rieger Report® Interview: Nicholas Erickson CFA, Sage Advisory Services
