Summary: JR dives into the impact of geopolitical risk on the muni market.
Summary: Muni demand v supply remains out of kilter pushing munis into richer territory.
Summary: July 2019 fund flows are very informative as investors appear to be risk-on in the hot summer sun.
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: Major money flows in and out of bond ETFs can tell us a lot about investor sentiment and create opportunities for tactical ETF investors.