Are Treasuries Still the Market’s Ultimate Safe Haven?
Once considered the ultimate safe haven, U.S. Treasury bonds are now facing rising volatility and fiscal uncertainty, forcing investors to rethink their role in balanced portfolios.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Are Treasuries Still the Market’s Ultimate Safe Haven?
Once considered the ultimate safe haven, U.S. Treasury bonds are now facing rising volatility and fiscal uncertainty, forcing investors to rethink their role in balanced portfolios.
Global Bonds: A Safe Haven Amid U.S. Tariff Uncertainty
Tariff pressures, fiscal uncertainty, and rising volatility are pushing investors to consider global bonds, which offer higher yields, better diversification, and historically stronger risk-adjusted returns than their U.S. counterparts.
Global Bonds: A Safe Haven Amid U.S. Tariff Uncertainty
Tariff pressures, fiscal uncertainty, and rising volatility are pushing investors to consider global bonds, which offer higher yields, better diversification, and historically stronger risk-adjusted returns than their U.S. counterparts.
The Tax-Smart Edge: How Closed-End Funds Deliver Hidden Tax Advantages
Closed-end funds (CEFs) can offer powerful tax advantages that, in some cases, may surpass those of ETFs, making them a smart option for investors looking to boost after-tax returns and income.
The Tax-Smart Edge: How Closed-End Funds Deliver Hidden Tax Advantages
Closed-end funds (CEFs) can offer powerful tax advantages that, in some cases, may surpass those of ETFs, making them a smart option for investors looking to boost after-tax returns and income.
Why Closed-End Funds Are the Better Way to Play Option Income Strategies
Closed-end funds offer investors a powerful way to generate higher yields and reduce portfolio volatility through option income strategies, providing advantages like leverage, discounted pricing, and smoother, more predictable distributions.
Why Closed-End Funds Are the Better Way to Play Option Income Strategies
Closed-end funds offer investors a powerful way to generate higher yields and reduce portfolio volatility through option income strategies, providing advantages like leverage, discounted pricing, and smoother, more predictable distributions.
The New Frontier: Active ETFs Driving Access to Liquid Alternatives
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
The New Frontier: Active ETFs Driving Access to Liquid Alternatives
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
Municipal Bonds: The Overlooked Answer to Persistent Inflation
Municipal bonds, often overlooked as dull investments, have historically outperformed during inflationary periods thanks to their tax advantages, reliable income, and inflation-linked revenue streams.
Municipal Bonds: The Overlooked Answer to Persistent Inflation
Municipal bonds, often overlooked as dull investments, have historically outperformed during inflationary periods thanks to their tax advantages, reliable income, and inflation-linked revenue streams.
When Treasuries Get Weird, Active ETFs Shine
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
When Treasuries Get Weird, Active ETFs Shine
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
Sleep Easy With Short-Term Junk: Boosting Returns, Reducing Volatility
Short-term high-yield bonds offer equity-like returns with lower volatility, reduced interest rate risk, and smaller drawdowns, making them a compelling addition to both fixed income and equity-focused portfolios.
Sleep Easy With Short-Term Junk: Boosting Returns, Reducing Volatility
Short-term high-yield bonds offer equity-like returns with lower volatility, reduced interest rate risk, and smaller drawdowns, making them a compelling addition to both fixed income and equity-focused portfolios.
Rethink Core Bonds: The Case for Adding CLOs
Collateralized loan obligations (CLOs) offer high yields, strong credit quality, and low default risk, making them a powerful addition to core bond portfolios for everyday investors.
Rethink Core Bonds: The Case for Adding CLOs
Collateralized loan obligations (CLOs) offer high yields, strong credit quality, and low default risk, making them a powerful addition to core bond portfolios for everyday investors.
ETF Share Classes: The Next Trillion-Dollar Shift in Investing
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
ETF Share Classes: The Next Trillion-Dollar Shift in Investing
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
Convertible Bonds: A Smart Play in a Market Full of Maybes
Convertible bonds offer investors a unique blend of income, downside protection, and equity upside—making them an ideal solution for navigating today’s volatile and uncertain markets.
Convertible Bonds: A Smart Play in a Market Full of Maybes
Convertible bonds offer investors a unique blend of income, downside protection, and equity upside—making them an ideal solution for navigating today’s volatile and uncertain markets.
Passive No More: Active ETFs Are Taking Over Portfolios
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Passive No More: Active ETFs Are Taking Over Portfolios
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Boosting Model Portfolio Returns: The Case for Sector Rotation
Incorporating sector rotation into model portfolios using ETFs allows investors to enhance returns, reduce single-stock risk, and stay aligned with the business cycle — all without sacrificing the structure and simplicity of traditional models.
Boosting Model Portfolio Returns: The Case for Sector Rotation
Incorporating sector rotation into model portfolios using ETFs allows investors to enhance returns, reduce single-stock risk, and stay aligned with the business cycle — all without sacrificing the structure and simplicity of traditional models.
Embrace the Chaos: Why Bonds Deserve a Closer Look Right Now
Despite market volatility and economic uncertainty, J.P. Morgan argues that today’s elevated bond yields present a compelling opportunity for long-term fixed-income investors.
Embrace the Chaos: Why Bonds Deserve a Closer Look Right Now
Despite market volatility and economic uncertainty, J.P. Morgan argues that today’s elevated bond yields present a compelling opportunity for long-term fixed-income investors.
Margin of Safety Meets Market Opportunity: Active Value ETFs Take the Spotlight
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
Margin of Safety Meets Market Opportunity: Active Value ETFs Take the Spotlight
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
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