AGG News and Press, iShares Core U.S. Aggregate Bond From 09/04/23

2023-09-04 04:41:00 ET Summary Looking at the 3-year annual returns, the S&P 500 is still outperforming the Nasdaq 100 or QQQs. The 5-year return for the Russell 2000 is now low single digits. Watch annual returns, and in particular note which asset classes lag the major U...

2023-09-02 01:55:00 ET Summary Elevated stock market valuations, coupled with higher bond yields, have driven the equity risk premium to near 20-year lows. The lofty valuations, while not contagious to the entire equity market, don’t seemingly reflect heightened recession r...

2023-09-01 11:50:23 ET Summary The author plans to change their pension plan allocation to be 100% invested in the SPDR S&P 500 ETF (SPY). The author's investment performance in August underperformed the S&P 500 index, failing to meet their investment objectives. The a...

2023-09-01 10:34:11 ET Summary Long-duration bonds are great winners after the Fed's pause, based on historical evidence from the latest cycles. The outcome is different for soft or hard lending; however, both narratives tend to be bullish for bonds in the very first months after ...

2023-08-31 16:00:34 ET Summary U.S. large-cap stocks rallied in August after earnings from Nvidia Corporation and a message from Fed Chair Jay Powell stirred up volatility for a time. Small caps and foreign stocks performed poorly, with drops of 5% and 4%, respectively. Energy...

2023-08-30 11:01:45 ET Summary Inflation above 2% has a negative impact on stock prices; the Vanguard Total Stock Market ETF has averaged poor performance during such years. Various sub-sectors of the stock market and sectors of the bond market are affected differently by high inf...

2023-08-29 16:38:29 ET Summary Pioneer High Income Fund, Inc. offers a high level of income with a current yield of 9.69%. Inflation is increasing, making additional income necessary to maintain lifestyles. The PHT closed-end fund primarily invests in bonds, with a small alloc...

2023-08-29 09:57:04 ET Summary The streak of negative 2-year/10-year Treasury spreads is less likely to end soon than it was last week. The probability that the streak ends in February 2024 was cut almost in half. The 10-year outlook for three-month Treasury bill yields and 10...

2023-08-25 00:59:07 ET Summary John Hancock Preferred Income Fund III offers a high level of current income with a 9.60% yield, attracting income-focused investors. The fund's performance has been negatively impacted by rising interest rates, but overall performance has been respe...

2023-08-23 05:00:22 ET Three years ago, I wrote to you from the La-Z-Boy in my kids’ room. Which wasn’t unusual. We were all stuck at home staring at whatever immediate family we were sheltered in place with. It was April 3, 2020 . (Ah, 2020. Family walks were the ...