Skip directly to Accessibility Notice
  • Income Investing

    October 08, 2021

    Fallen Angel Bonds: Consistency Is Key

    by Nicolas Fonseca, CFA, Associate PM

    We expect more rising stars in the coming months as economic growth and market conditions improve.

     Read more
    Income Investing

    September 29, 2021

    What’s Driving Fixed Income ETF Growth?

    by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, CFA

    Fixed income ETFs are on pace to beat last year's record inflows, propelled by supportive markets, demographic and policy dynamics as well as institutional and broader market adoption.

     Read more
    Income Investing

    September 21, 2021

    PFXF: Question & Answer

    by Coulter Regal, CFA, Associate Product Manager

    In today's yield starved environment, many investors are looking towards alternative income sources such as Preferred Securities.

     Read more
    Income Investing

    September 20, 2021

    MORT: Question & Answer

    by Coulter Regal, CFA, Associate Product Manager

    In the prolonged low rate environment, many investors have expanded their search for yield. Learn why mortgage REITs are one income-generating investment that have garnered attention. 

     Read more
    Income Investing

    August 18, 2021

    Valuation, Not Duration, Drives Performance in Corporates

    by William Sokol, Senior ETF Product Manager

    Attractively valued corporate bonds have recently outperformed the broad market as well as shorter duration segments of the market.

     Read more
    Income Investing

    August 17, 2021

    The Longest Goodbye: Life After LIBOR

    by William Sokol, Senior ETF Product Manager

    This review intends to provide background on the transition away from LIBOR, key dates that investors should be aware of and the outlook for the post-LIBOR landscape.

     Read more
    Income Investing

    July 23, 2021

    BIZD: Question & Answer

    by Coulter Regal, CFA, Associate Product Manager

    Business development companies (BDCs) have seen growing attention in recent years, as investors seek alternative income opportunities to counterbalance a prolonged low rate environment.

     Read more
    Income Investing

    July 19, 2021

    The longer duration of fallen angel bonds and differentiated issuer exposures relative to broad high yield contributed to their outperformance to the broad high yield market in Q2.

     Read more
    Income Investing

    July 12, 2021

    Position For Rising Rates with BDCs as Credit Concerns Abate

    by Coulter Regal, CFA, Associate Product Manager

    In the current low, and potentially soon to be rising, interest rate environment, Business Development Companies (BDCs) are an alternative source of income for investors to consider.

     Read more
    Income Investing

    June 17, 2021

    Finding Alpha Opportunities in Corporate Bonds

    by William Sokol, Senior ETF Product Manager

    One of the key outputs of the Moody's Analytics credit model, the fair value spread, is used to identify relative value opportunities in the marketplace as they arise.

     Read more


  •  

  • Learn more about Income Investing: Ideas to Beat the Bank