Stronger Together: How Unconstrained Bonds Enhance Core Fixed Income
Pairing core bonds with unconstrained fixed-income strategies can enhance returns, reduce volatility, and create a more resilient fixed-income portfolio.
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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Stronger Together: How Unconstrained Bonds Enhance Core Fixed Income
Pairing core bonds with unconstrained fixed-income strategies can enhance returns, reduce volatility, and create a more resilient fixed-income portfolio.
ETFs Poised for Explosive Growth as Dual Share Classes Gain Traction
The expiration of Vanguard’s ETF share class patent could spark a massive shift of trillions in mutual fund assets into ETFs, revolutionizing the investment landscape.
ETFs Poised for Explosive Growth as Dual Share Classes Gain Traction
The expiration of Vanguard’s ETF share class patent could spark a massive shift of trillions in mutual fund assets into ETFs, revolutionizing the investment landscape.
Disruptive Tech Active ETFs: A Golden Opportunity or a Costly Gamble
Innovation ETFs offer the potential for high returns by investing in disruptive technologies, but mixed results, high volatility, and management challenges suggest investors should proceed with caution.
Disruptive Tech Active ETFs: A Golden Opportunity or a Costly Gamble
Innovation ETFs offer the potential for high returns by investing in disruptive technologies, but mixed results, high volatility, and management challenges suggest investors should proceed with caution.
Navigating Uncertainty: Why Active Management Matters for Muni Bonds in 2025
Volatility and uncertainty are shaping the municipal bond market in 2025, making active management crucial for navigating risks and maximizing returns.
Navigating Uncertainty: Why Active Management Matters for Muni Bonds in 2025
Volatility and uncertainty are shaping the municipal bond market in 2025, making active management crucial for navigating risks and maximizing returns.
Not All CLOs Are Created Equal: A Guide to Picking the Right ETF
CLO ETFs offer attractive yields and portfolio diversification, but investors must carefully analyze credit quality and fund composition to avoid hidden risks.
Not All CLOs Are Created Equal: A Guide to Picking the Right ETF
CLO ETFs offer attractive yields and portfolio diversification, but investors must carefully analyze credit quality and fund composition to avoid hidden risks.
Navigating Tight Spreads in Junk Bonds with Active ETFs
Active management and thorough credit research are key to outperforming in the junk bond market, especially during periods of tight credit spreads where yield spreads alone may not reveal true value
Navigating Tight Spreads in Junk Bonds with Active ETFs
Active management and thorough credit research are key to outperforming in the junk bond market, especially during periods of tight credit spreads where yield spreads alone may not reveal true value
Agency MBS: The Gold Standard of Fixed Income Investment
Agency mortgage-backed securities offer a unique blend of high yields, near-perfect credit quality, and government backing, making them a top choice for fixed income portfolios.
Agency MBS: The Gold Standard of Fixed Income Investment
Agency mortgage-backed securities offer a unique blend of high yields, near-perfect credit quality, and government backing, making them a top choice for fixed income portfolios.
2024’s Fixed Income Winner: Can Preferred Stocks Repeat the Magic?
Preferred stocks offer a compelling opportunity in 2025 with high yields, tax advantages, and lower volatility, making them a standout choice for income-focused investors.
2024’s Fixed Income Winner: Can Preferred Stocks Repeat the Magic?
Preferred stocks offer a compelling opportunity in 2025 with high yields, tax advantages, and lower volatility, making them a standout choice for income-focused investors.
Strong Returns Ahead? Key Themes for Municipal Bond Investors in 2025
Nuveen’s 2025 municipal bond outlook highlights strong demand, high yields, and favorable fiscal policies, positioning the sector for another year of positive returns.
Strong Returns Ahead? Key Themes for Municipal Bond Investors in 2025
Nuveen’s 2025 municipal bond outlook highlights strong demand, high yields, and favorable fiscal policies, positioning the sector for another year of positive returns.
The Active ETF Boom: Are They Truly Active?
The rapid growth of active ETFs in 2024 highlights their popularity, but many investors may be surprised to find that some are driven by systematic strategies rather than true active management, underscoring the need for careful due diligence.
The Active ETF Boom: Are They Truly Active?
The rapid growth of active ETFs in 2024 highlights their popularity, but many investors may be surprised to find that some are driven by systematic strategies rather than true active management, underscoring the need for careful due diligence.
The Case for Emerging Market Bonds Today: Yield, Growth, and Opportunity
Emerging market bonds offer a compelling investment opportunity with high yields, low valuations, and strong growth potential, making them a smart addition to diversified portfolios despite perceived risks.
The Case for Emerging Market Bonds Today: Yield, Growth, and Opportunity
Emerging market bonds offer a compelling investment opportunity with high yields, low valuations, and strong growth potential, making them a smart addition to diversified portfolios despite perceived risks.
Staying Ahead of the Bubble: Active Management’s Role in Risky Times
Active management and ETFs provide investors with a flexible strategy to navigate the potential market bubble, offering diversification and the opportunity for excess returns when it bursts.
Staying Ahead of the Bubble: Active Management’s Role in Risky Times
Active management and ETFs provide investors with a flexible strategy to navigate the potential market bubble, offering diversification and the opportunity for excess returns when it bursts.
Rethinking Core Bonds: How Mortgage-Backed Securities Outperform
Mortgage-backed securities offer higher yields, lower volatility, and strong returns compared to other core bonds, making them an excellent choice for enhancing income and stability in a portfolio.
Rethinking Core Bonds: How Mortgage-Backed Securities Outperform
Mortgage-backed securities offer higher yields, lower volatility, and strong returns compared to other core bonds, making them an excellent choice for enhancing income and stability in a portfolio.
Bitcoin and Beyond: Crafting a Balanced Digital Asset Allocation Strategy
Integrating digital assets like bitcoin into model portfolios offers significant diversification and return potential, but optimizing allocation to 5–6% is key to balancing benefits with volatility.
Bitcoin and Beyond: Crafting a Balanced Digital Asset Allocation Strategy
Integrating digital assets like bitcoin into model portfolios offers significant diversification and return potential, but optimizing allocation to 5–6% is key to balancing benefits with volatility.
The New Bond Market Reality: Are 5% Treasury Yields Now Possible?
Despite the Federal Reserve cutting interest rates, bond prices are falling, yields are rising, and investors face mounting challenges in navigating the fixed-income market in 2025
The New Bond Market Reality: Are 5% Treasury Yields Now Possible?
Despite the Federal Reserve cutting interest rates, bond prices are falling, yields are rising, and investors face mounting challenges in navigating the fixed-income market in 2025
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