Summary: In a period of high volatility leading up to the elections, the appetite for municipal bonds has been waning. The result is muni yields continue to move in the wrong way, making investment grade munis relatively cheap v. corporate bonds.
Summary: Municipal bond yields rise as supply wave hits the market with demand waning. Muni yields shift further into relative value cheapness v. corporate bonds.
Summary: Yields slip higher, JR sees the relative value opportunity for investment-grade munis over corporate bonds.
Summary: AA municipal bonds have moved back into “attractive” territory for the higher tax-bracket investors.
Summary: Investor sentiment for investment-grade munis remains solid.
Summary: JR interviews Alex Shepard about how RIAs can gain insights using the ETFAction data sets.
Date of production: May 28, 2020
Summary: Assets move around quite a bit in NAsssets move around quite a bit in Novemberovember.
Summary: October saw over $14.9billion flow into bond ETFs.
Summary: High risk in the high yield bond markets has made it difficult to only be in junk bonds.
Summary: JR’s views move more negative for junk bonds and senior loans.