Summary: Munis are not on sale this summer as the overall supply / demand technical imbalance wrestles yields lower. Yields for Illinois, Connecticut and New Jersey not getting the love.
Summary: JR’s analysis of fund flows for June 2019 show significant changes.
Date of publication: June 28, 2019
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: Within munis, JR shifts focus from investment grade munis towards high yield munis as we enter Q3 2019.
Summary: JR stands pat on the high yield ETF model portfolio allocations for the 3rd quarter of 2019. Muni allocation remain 60% v. 40% allocation toward corporate junk bonds.
Summary: JR initiates coverage of six green and/or ESG fixed income ETFs listed in the U.S.
Summary: JR discusses his views of the U.S. junk bond market as we go into the second quarter of 2019.
Date of podcast: April 5, 2019
Summary: JR discusses the second quarter rebalancing changes for the high yield ETF model portfolio.
Date of production: March 22, 2019
Summary: JR reviews his current stance on high yield corporate bonds.
Date of production: March 20, 2019
Summary: JR rebalances the Rieger Report High Yield ETF Model Portfolio reducing exposure to corporate junk.