Tag Archives: bond
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- Categories Blitzer's Insights, Commodities, Equities, Factors, Fixed Income, India, S&P 500 & DJIA, Strategy, Sustainability, Uncategorized
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Cloudfront VPC Testing Post
How do global investors use the S&P 500 to better understand the performance and potential opportunity set in U.S. equity markets? S&P DJI’s Tim Edwards joins GCMA’s Michael Grifferty for a closer look at the role of the S&P 500 ecosystem in the global economy and how market participants are using the index icon to…
- Categories Commodities, Equities, Factors, Fixed Income, S&P 500 & DJIA, Strategy, Uncategorized
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Rieger Report: The Uncorrelated
Why worry? New highs for the U.S. stock market indices will keep coming, right? Just in case, this might be a good time to examine asset classes that are not correlated to the equity market or the “uncorrelated”. Corporate bonds of the issuers in the S&P 500 are tracked in the S&P 500 Bond Index. As a group…
- Categories Fixed Income
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Rieger Report: Municipal bonds in 2017?
A look back may be a telling way to view municipal bonds in 2017. The modest total return of the S&P Municipal Bond Index (0.77%) in 2016 masked an atypical year of volatility for the normally staid market place. During the year, municipal bonds enjoyed being one of the ‘risk off’ asset classes and as low…
- Categories Fixed Income
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- Fixed Income
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Rieger Report: Could the long end be range bound?
The long end of the yield curve for U.S. corporate and municipal bonds could be held range bound over the next several months as there are various forces at play. Drivers for yields to rise: Inflation expectations: actual and anticipated inflation can impact bond holders and hits the yields of long term bonds the hardest. Infrastructure programs:…
- Categories Fixed Income
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The Turning Point
Thirty-five years ago on September 30, 1981 the 10 Year treasury yield peaked at 15.85%. With a few bumps it has slid downward ever since – until now. The events of the last few weeks moved interest rates higher and added about 25 bp to the ten year treasury. Even allowing for some near-term volatility…
- Categories Blitzer's Insights, Equities, Fixed Income, Strategy
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- Blitzer's Insights, Equities, Fixed Income, Strategy
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Rieger Report: Retail Bond Transaction Costs Show Improvement
Tracking the mark up on retail size bond transactions can be a tricky effort particularly as mark ups have not be disclosed in the past. By comparing trades of bonds of similar characteristics we are able to isolate and calculate estimated transaction costs published in our study “Unveiling the Hidden Costs of Retail Buying & Selling”. The…
- Categories Fixed Income
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- Fixed Income
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Rieger Report: “Belly of the Curve” Good for Muni & Corporate Bonds
Through October 3rd, the S&P Municipal Bond Index has returned 4.23% year-to-date and the S&P 500 Bond Index has returned 8.97%. The 7 – 10 year maturity range has outpaced the overall benchmarks in both cases. The average yield of bonds in the S&P 500 7-10 Year Investment Grade Corporate Bond Index has fallen by 94bps…
- Categories Fixed Income
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Rieger Report: High Yield Domination
High yield bonds have been marching along and putting up returns that are dominating the investment grade bond markets. U.S. junk bonds continue to have no stink to them as demand for yield far outweighs the supply and seemingly the credit risks associated with these bonds. The bonds of larger entities tracked in the S&P 500…
- Categories Fixed Income
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Rieger Report: Insured Munis Begin to Show Value
The S&P Municipal Bond Index has recorded a 4.21% year-to-date total return for the first three quarters of 2016 lagging the taxable corporate bond market returns of nearly 9% as tracked by the S&P 500 Bond Index. Some segments of the municipal bond market are contributing more than others: Local general obligation bonds have out performed…
- Categories Fixed Income
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- Fixed Income
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