Summary: Great discussion with Shaun Wurzbach on index investing including an in-depth discussion on how index investing is working for fixed income.
Date of production: May 27, 2020
… More Rieger Report® Interview: Shaun Wurzbach of S&P Dow Jones Indices
Summary: JR dives into the just released S&P Index v. Active data for bond funds and it still doesn’t look good for active bond fund managers.
… More Rieger Report: Breaking down the S&P Index v. Active results for 2018
Summary: JR identifies key research sources for the active v passive debate.
Publication: LinkedIn
Date of publication: January 7, 2019
Summary: Studies on the returns for active vs. passive securities do not definitively declare a winner. However, J.R. Rieger of the Rieger Report explains that a higher proportion of municipal active managers best their benchmarks. John Hallacy is host.
Date of podcast: December 27, 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?
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
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
