The U.S. bond market is about to enjoy ... We’ve also included model portfolios, built by Elya Schwartzman at fund firm BondBloxx, as an example of how the pros might enhance yield or lower ...
Year end portfolio rebalancing? Corners of the fixed-income market offer investors attractive yields without taking on much ...
Top strategies for building a bond portfolio Below are five popular strategies ... significantly on the type of bonds in the ...
Residents of states with high income tax rates—for example, New York (where ... We didn’t create an ETF portfolio because many tax-free bonds are thinly traded, and “if the market goes ...
Also shown is a portfolio with a 25% market value weighting ... Note, however, that income from some municipal bonds—for example, those that fund stadiums, airports or other business-type ...
currency returns for a foreign currency bond can end up dwarfing its fixed-income return. The PTTRX, for example, allows up to 30% foreign currency exposure in its portfolio. To reduce the risk ...
For example, the Investment Company Institute ... its contract terms and does not default. Still, portfolio implications regarding bonds – especially for retirees and near-retirees – extend ...
For example, over the past two years ... Columbia Threadneedle managing traditional and absolute return global-bond portfolios. A third portfolio manager, Marion Pélata, was formally added ...