PTBD News and Press, Pacer Trendpilot US Bond ETF From 04/06/21

Initial signs may appear as base effects and higher commodity prices push headline inflation in advanced economies temporarily higher. With massive stimulus funds sloshing around the global economy, it's prudent to be prepared - and that means staying active. With the right strate...

With a broad-based economic reopening coming closer into focus, investors are planning for the next stage in the cycle. Our K2 Advisors team believes geographical, asset class and sector rotations will be key to driving returns over the next 12 months. We expect hedge-fund manager...

Higher yields have so far left the credit market largely unscathed, but they have changed the balance of opportunity. Against this year's early-cycle background, we anticipate further tailwinds for the lower-rated, more economically sensitive part of the credit market. Right now, ...

The jarring retreat in global bond markets this year has provoked comparisons to the mid-2013 Taper Tantrum, when the Fed hinted at the prospect of scaling back its QE program. While today's upheaval shares many similarities with that earlier event, there are also some notable differe...

Considering the major jump in volatility at the end of February, for our latest survey we sought an updated consensus over the managers' thoughts on the speed of economic recovery. Additionally, we asked what their inflation expectations going forward are, and whether higher rates in ...

The Consumer Price Index for Urban Consumers (CPI-U) released Wednesday puts the year-over-year inflation rate at 1.68%. It is below the 3.76% average since the end of the Second World War and below its 10-year moving average, now at 1.73%. Our long-term inflation charts reach bac...

For US Treasury investors, the starting place for inflation today is tough-there's not enough inflation-adjusted yield to cushion the pain. Treasury inflation-protected securities and similar inflation-linked bonds globally will outperform comparable-maturity Treasury bonds if inflati...

One of the interesting things during the period when Treasury yields were rising was that all of the risk assets were compressing against Treasuries. There is virtually no spread in any of the credit indexes that pays the buyer for the credit risk. The spreads are just off historic lo...

For credit markets, the returns just kept coming in 2020 once the Fed stepped in with its strong policy support in late March. With strong returns in the fourth quarter, both investment grade and high yield corporate markets in the U.S. ended the year with positive returns over equiva...

Rising rates are such a problem for gold bullion that gold bullion and major gold stocks are where they were before the COVID pandemic crashed the U.S. stock market at this time last year. In other words, they have wiped out all the pandemic gains. The bid in the dollar is significant...