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.

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.

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.

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. 

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.

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.

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.

July 19, 2021

Yield Curve Moves Provide Another Tailwind for Fallen Angels

by Nicolas Fonseca, CFA, Associate PM

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.

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.

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.