Bond ETFs

Play This ETF for Great Rotation Into Food and Drink Stocks

August 4, 2013

The great rotation was anything but great. Data reflects only modest differences in fund flow data, but where the funds are flowing, there’s serious concentration. The PowerShares Dynamic Food & Beverage ETF (PBJ) suggests that investors who want a lower risk profile are turning to consumer staples equities. The fund tracks 30 different food and […]

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Bet on the Best Ideas of Bill Gross

July 24, 2013

Here are ETF Base we’ve covered everything about interest rates, to which dividend ETF is best positioned for rising rates, or how to protect use target maturity bond funds. We’ve even uncovered some rockstar junk bond managers. But what we haven’t discussed is whether or not it makes sense to align with Bill Gross in […]

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Meredith Whitney: Finally Right, but for All the Wrong Reasons

July 2, 2013

The rout in municipal bonds couldn’t be more sudden. As rates headed higher, investors sold off municipal bonds, pushing the largest municipal bond fund, iShares National AMT-Free Muni Bond ETF (MUB), to its biggest discount in history. The bond market is much less liquid than the stock market. Bond ETFs often drive the fixed-income market, […]

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Why Your Target Date Fund is Leaving You Behind

June 23, 2013

The U.S. Equity markets are rocking this year. Up 15.04% after dividends the S&P 500 index (SPY) is on track for one of its best years since 2009. Not all investors are taking part in the upside, however. Traditional asset allocation leaves some target date funds out of the running for excellent market performance. Are […]

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Bet on Higher Interest Rates with ETFs

February 17, 2013

Interest rates can’t stay low forever? Or can they? This week famed value investor Jim Grant announced to a group of ETF insiders that he was short the bond market, making an explicit call that he believed that rates would rise faster than yields could reward investors. The ETF space offers several opportunities for going […]

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Junk Bonds: Adjusting for “The Great Rotation”

February 10, 2013

January 2013 was marked with the concept of a “Great Rotation” from fixed income to stocks. The premise is simple: after more than 30 years of a bull market in bonds, investors buying today are buying at record low yields. Relative to 2% on a 10 year treasury bond, a dividend-paying stock at a fair […]

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Capitalize on Bond Market Inefficiency with These ETFs

September 30, 2012

The rise of the exchange-traded fund has forever changed the financial markets. With the click of a button, investors can now buy and sell hundreds of holdings with a single instrument. Long-term investors can buy established index portfolios for only a few basis points per year in expenses. And ETFs have significantly improved liquidity in […]

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PIMCO Fund Seeks Global Yields with Inflation Protection

June 10, 2012

Carry trades are a key part of international speculation. Investors borrow funds in low-cost markets like the US and Japan to invest internationally for a higher yield. PIMCO thinks it can beat benchmarks to seek global yields with inflation protection. Its new fund, the Global Advantage Inflation-Linked Bond Strategy Fund (ILB) will invest in global […]

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Municipal Rally – Oh How Meredith Was Wrong

January 30, 2012

In 2010 one brave analyst took to 60 minutes to give deliver a warning message: municipalities are broke. Meredith Whitney made a very controversial call, declaring state and local governments a poor place to invest. In particular, she noted her expectations for the future of the municipal bond market which included hundreds of billions of […]

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