Evolve ETFs’ Post

As rate cuts start in the US, investors are turning their attention to long-duration treasuries.    🔗Read our blog to learn why now might be a good time to add duration to your fixed income portfolio #BONDetf #EvolveETFs: https://lnkd.in/gPzCjaqE

As we anticipate rate cuts in the US, investors are turning their attention to long-duration treasuries. #BONDetf.   🔗Read our blog to learn why now might be a good time to add duration to your #fixedincome portfolio #EvolveETFs

𝐓𝐡𝐞 𝐂𝐚𝐥𝐦 𝐁𝐞𝐟𝐨𝐫𝐞... As bond investors grapple with tight credit spreads, above-average rates, sticky inflation, and macro uncertainty - how are we continuing to find a meaningful advantage? In their latest Fixed Income Insights, co-heads of fixed income Tom Carney and Nolan Anderson break down how we're navigating today's bond environment with the flexibility to capitalize on anything the markets might throw at us. #fixedincome #bonds #investing https://hubs.la/Q02HsjJ-0

Today’s fixed income environment feels like “the calm before…something.” Whether that means more calmness or more turbulence, Co-Heads of Fixed Income and Portfolio Managers, Tom Carney and Nolan Anddrson explain how we stand ready to take advantage. #fixedincome #investing #insights

As interest rates change, it may be helpful to reassess your fixed income strategy. The recent Fed rate cut has led to decreased short-term rates, while intermediate and long-term rates remain high. This might be a moment to consider where your investments align on the Treasury curve, as different durations offer varied income opportunities. Doug Drabik discusses current market conditions and considerations for bond investors. Explore the full article here: https://lnkd.in/eJmDNXFW #InterestRates #FixedIncome #BondInvesting #MarketAnalysis https://lnkd.in/ett5VqtZ

What are our views on the current #FixedIncome landscape? Read what our PMs had to say in the latest Fixed Income Insights! #bondmarket #investing

Suddenly, investors can get real income from bonds again. Bonds had been moving up in price, and thus down in yield, for about 40 years—a trend that accelerated after the financial crisis in 2008. “There wasn’t much need for people to look at individual bonds,” says Kevin McPartland of Coalition Greenwich (a division of CRISIL) a major benchmarking firm. “Rates were low, and people, if they wanted a larger fixed-income allocation, they would look at mutual funds or ETFs,” he says, referring to the bundles of assets in exchange-traded funds. For an idea of how times have changed, consider trends in the 3-month Treasury bill, according to the St. Louis Federal Reserve System. On September 1, 1981, it was a whopping 14.70%; by September 1, 2021, it was just 0.04%. But on September 1, 2023, it was up to 5.32%. Learn more here: https://hubs.la/Q02nyFb30

The focus for fixed income investors should shift back to the traditional benefit of bonds: income generation.

Is tight monetary policy finally achieving the desired effects? Is the #bond market still bracing for a recession? Our Taxable Bond Team takes us through how they’re interpreting the recent interest-rate roller coaster: https://lnkd.in/dC2i9akz GW&K Investment Management #bonds #taxablebonds #investing #QIR #2Q24

🤔Curious about the recent turbulence in long-term bond funds and how it could impact your investments? ➡️This is a great piece by the Wall Street Journal (we offer our clients and friends access to this content with no paywall, so feel free to read the whole thing). #FinancialAdvisor #Denver #Louisville #Colorado #Bonds #Inflation #InterestRates