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Truly active managers shine in challenging investment environments, especially when they are given a flexible mandate. With tax-loss harvesting, active investors can deliberately sell at a loss to offset taxes on gains elsewhere in a portfolio. Rising rates may be less worrisome t...
iShares® iBonds® Dec 2021 Term Muni Bond ETF (NYSEARCA:IBMJ) - $0.0059. 30-Day SEC Yield of 0.18% as of Oct. 29. Payable Nov 05; for shareholders of record Nov 02; ex-div Nov 01. For further details see: iShares® iBonds® Dec 2021 Term Muni Bond ETF declares monthly d...
In 2021, inflows to municipal bond funds have been strong (demand has been exceptionally high), outstripping supply. By design, high yield municipal bond funds carry larger allocations to credit risk relative to investment-grade municipal bond funds. During periods of limited supp...
The strong economic and market trends of the first half of 2021 wavered during the third quarter. The coronavirus delta variant caught up with the US at the height of the summer, just as vaccinations slowed and concerns grew that inflation might flare and persist. Even so, equity mark...
The increase in Delta infections put a damper on the return to normalcy in the third quarter. Strong revenue growth and stimulus funds resulted in performance by states in excess of 2021 budget expectations. While ratings changes had been mostly positive for many years, the pandem...
Bond yields have moved up somewhat this month but are still a long way from trailing inflation. For most of 2020, beyond the peak of the pandemic, tax-free bond yields were close to taxable bond levels. Two Federal Reserve Bank Presidents, Eric Rosengren of the Boston Federal Rese...
The Treasury curve continued to flatten during the third quarter of 2021, with short-term Treasury yields rising while longer Treasury yields declined. As the Treasury curve flattened, we saw minimal movement in the already tight spreads of corporates and taxable municipals. At th...
A fixed income investment can serve as diversifier against equities, a source of income, or even protection against inflation when using TIPS. As interest rates and inflation expectations evolve, a tactical rules-based approach to portfolio optimization can help provide investors with...
iShares® iBonds® Dec 2021 Term Muni Bond ETF (NYSEARCA:IBMJ) - $0.0069. 30-Day SEC Yield of 0.13% as of Aug 31. Payable Sep 08; for shareholders of record Sep 02; ex-div Sep 01. For further details see: iShares® iBonds® Dec 2021 Term Muni Bond ETF declares monthly di...
iShares® iBonds® Dec 2021 Term Muni Bond ETF (NYSEARCA:IBMJ) - $0.0127. 30-Day SEC Yield of 0.16% as of July 29. Payable Aug 06; for shareholders of record Aug 03; ex-div Aug 02. For further details see: iShares® iBonds® Dec 2021 Term Muni Bond ETF declares monthly d...