Higher Rates, Cooler Inflation: A New Tailwind for Bond Investors
Higher interest rates and moderating inflation have created a more attractive environment for bonds, offering investors higher income and improved total return potential.
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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Higher Rates, Cooler Inflation: A New Tailwind for Bond Investors
Higher interest rates and moderating inflation have created a more attractive environment for bonds, offering investors higher income and improved total return potential.
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Don't Fight Fixed Income Market Volatility: Embrace It!
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
Don't Fight Fixed Income Market Volatility: Embrace It!
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
The Duration Advantage: Turning Interest Rate Risk into Opportunity
Duration is a powerful tool that allows investors to actively manage interest rate exposure and potentially enhance returns by positioning their bond portfolios for changing market conditions.
The Duration Advantage: Turning Interest Rate Risk into Opportunity
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Big Apple, Big Budget: What’s Next for NYC’s Munis
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Liquid Over Locked: Why Bonds May Outshine Private Credit
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Core-plus active ETFs offer a more flexible and income-driven alternative to the Agg. Still, investors must look beyond the label to evaluate their true risks, return drivers, and effectiveness as a core bond holding.
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Emerging Market Debt: A Better Bet Than Emerging Market Equities
Emerging market debt may offer a more reliable and higher-return path to global growth than equities, thanks to its strong yields, lower volatility, and consistent long-term performance.
Emerging Market Debt: A Better Bet Than Emerging Market Equities
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Smarter Core Investing: Using Active ETFs to Boost Passive Returns
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Smarter Core Investing: Using Active ETFs to Boost Passive Returns
Adding a modest allocation of active ETFs to a passive core can enhance returns, manage risk, and improve consistency without sacrificing the benefits of low-cost index investing.
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