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Vanguard, BlackRock deliver second-half market plays that could cushion a potential growth slowdown
CNBC· 2025-07-09 11:30
Group 1 - Investors should prepare for weaker stock market performance in the next six months according to Vanguard's outlook [1] - Vanguard's global head of rates, Roger Hallam, anticipates a slowdown in growth during the second half of the year [1] - The labor market is expected to gradually cool while inflation rises, leading to potential interest rate cuts by the Federal Reserve [2] Group 2 - Hallam believes that prioritizing jobs will prompt the Federal Reserve to cut interest rates towards the end of the year [2] - This environment is expected to create a favorable condition for bonds, encouraging clients to allocate more to fixed income [2] - Vanguard is launching three U.S. government bond exchange-traded funds, including the Vanguard Government Securities Active ETF (VGVT) [2]
What Recent CEF Distribution Cuts Mean, And Why I'm Not Concerned
Seeking Alpha· 2025-07-09 07:58
Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% through closed-end funds (CEFs) and exchange-traded funds (ETFs) [2][3] - The service is designed for both active and passive investors, providing features such as managed income portfolios, monthly payers for faster compounding, 24/7 chat, and trade alerts [2][3] - The focus is on high-yield opportunities in the CEF and ETF space, particularly as interest rates begin to decline [2]
Eagle Point Income Preferred Stocks: Very Undervalued And Very Misunderstood
Seeking Alpha· 2025-07-02 18:30
Group 1 - The Conservative Income Portfolio service focuses on outperforming the market through strategies targeting smaller-cap and unrated fixed-income securities like Eagle Point Income (NYSE: EIC) [1] - The portfolio aims to build a Fixed Income Portfolio by selecting the best Preferred Stocks and bonds with high margins of safety, indicating a strong belief in the fixed income sector's potential over the next decade [1] - The service has recently launched Bond and Preferred Stock Portfolios, encouraging investors to participate early [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, appealing to investors seeking income generation [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for potential investors [2]
Fixed income is a “solid investment career,” says Walsh #shorts #fixedincome #investing #wealth
Bloomberg Television· 2025-07-01 20:19
up until very recently when you looked at the number of uh portfolio managers that were women only a few years ago was about 10%. Uh now at Guggenheim we have about 30% of our workforce is female. Um and that actually is at the higher level.So we have a long way to go to get to the point where women will be able to advance into chief investment officer roles. So, if somebody is graduating from college today, male or female, and he or she says, "I'd like the fixed income world." Uh, is that a good career for ...
BlackRock's Rieder Says Sell the Volatility
Bloomberg Television· 2025-06-30 17:51
Let's set the scene. We talk about the first half of 2025. At the start of the year, the ten year yield was at 4.56%.It rose to 4.8% shortly before Donald Trump took office. After Liberation Day, it sunk to 3.86%. Now we're stuck at around 4.27%.That's a pretty wide range and it feels like everything has been priced in at some point during this year. What's not priced in. So what's nice about it so far, by the way.I'd say a couple of things. By the way, the best return opportunity this year across debt and ...
The Race to Launch Solana ETFs | ETF IQ 6/30/2025
Bloomberg Television· 2025-06-30 17:34
WELCOME TO "BLOOMBERG ETF IQ. " I'M SCARLET FU. KATIE: I'M KATIE GREIFELD. REMARKABLE TURNAROUND FOR STOCK SPLIT KATIE: IT HAS BEEN STUNNING. THE MORE THAN $15 TRILLION GLOBAL ETF INDUSTRY, WITH THE FIRST HALF OF 2025 NEARLY IN THE BOOK, STOCKS AT AN ALL-TIME HIGH. S&P 500 ON PAYS FOR ITS BEST QUARTER SINCE DECEMBER 2023. SCARLET: WITH TWO-YEAR YIELDS AT LOWS, WE LOOK AHEAD AT WHAT IS IN STORE FOR THE BOND MARKET RICK RIEDER OF BLACKROCK. KATIE: AND THE NEXT GENERATION OF CRYPTO FUNDS EDGING CLOSER TO AVAIL ...
BlackRock Hedges Its Bets — Literally (ETF Included)
Benzinga· 2025-06-30 16:38
Core Insights - BlackRock launched the iShares Global Government Bond USD Hedged Active ETF (GGOV), the first actively managed ETF providing USD-hedged exposure to global government bonds, addressing the demand for diversified fixed income solutions [1][5] - The fund has an expense ratio of 0.39% and follows the Bloomberg Global Treasury USD Hedged Index as its benchmark, with historical performance indicating better returns with less volatility compared to U.S.-only bond indices [2] - GGOV aims to mitigate overexposure to long-dated U.S. Treasuries, which are seen as increasingly risky, by providing a worldwide strategy that enhances yields and reduces risk when U.S. interest rates exceed international rates [4] Market Context - The launch of GGOV coincides with a period of elevated inflation, large budget deficits, and rising issuance, making it a valuable tool for U.S. asset allocators [3] - The ETF is positioned to meet the needs of investors reassessing their bond exposures in light of global rate changes and ongoing inflation, combining active alpha creation with a USD hedge for both defense and diversification [5] - GGOV is part of BlackRock's expanding fixed income offerings, contributing to its $52 billion U.S. active ETF platform and its $1 trillion global bond ETF franchise [5]
X @Bloomberg
Bloomberg· 2025-06-30 09:16
BlackRock sees European fixed income benefiting from any investor shift away from the US, signaling caution around unpredictable US policy and ballooning government debt https://t.co/gxFZYrDX0I ...
2025 Bond Market Investing Opportunities - 6/17/25 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-06-18 19:43
Recent volatility in the Treasury market doesn't mean bonds can't offer benefits to investors. On this episode of Market Sense, a Fidelity portfolio manager who specializes in fixed income explains why the current climate of higher yields and the potential for lower interest rates could deliver attractive returns. Plus, we dig into all the latest market headlines and trade news. Topics covered: • Bond opportunities • Bond ETFs • Active and passive bond funds 01:18: Middle East Conflict 02:50: Federal Reserv ...
Why you should avoid the TINA trade (for now)
Yahoo Finance· 2025-06-17 20:30
Joining me now is Matt Stucky. He's the chief portfolio manager for equities at Northwestern Mutual Wealth Management. And Matt, you know, markets seem to be taking a breather today after yesterday's bounceback.How do you think investors are processing the latest risks here. Not just tariffs and inflation, but now that escalating geopolitical headwinds are on the table, that's another risk that we're going to have to deal with. Well, good morning, Ally.Thanks for having me back. Um yeah, there is no shortag ...