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☆ These ETFs can help investors navigate stubbornly high inflation in 2023
▼ + stars: | 2022-12-07 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Gargi Pal Chaudhuri, head of iShares Investment Strategy Americas, said that she expects inflation to still be above 3% by the end of 2023, driven by services inflation. However, there's also the other part of inflation which is services inflation. Services inflation makes up about 60% or so of the consumer basket," Chaudhuri said. One way to play this is through infrastructure vehicles, like the iShares U.S. Infrastructure ETF (IFRA) . The iShares TIPS ETF have a total return of about -10.4% this year.

☆ These are the top ETFs to play changing market leadership in 2023, Bank of America says
▼ + stars: | 2022-12-02 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

The pain for 'new' economy sectors has likely just begun," Woodard wrote. Another option is to shift away from large cap stocks in general with a small cap value fund like the Vanguard Small-Cap Value Index Fund (VBR) . "The past two decades of large cap growth outperformance have been an anomaly. "Annual dividend growth averaged 6.2% between 1970 and 1980 after an overvalued, concentrated market corrected sharply," Woodard wrote. Similarly, dividends grew by 6.2% on average between 2000 and 2007 while annual price returns averaged just 2.5%," Woodard wrote.

Nov 21 (Reuters) - Investors are increasingly eyeing U.S. corporate credit offering attractive valuations and yields after steep declines in 2022, fund managers told the Reuters Global Markets Forum (GMF). "We are at the beginning of a rotation as investors come back into credit. iShares iBoxx Investment Grade Corporate Bond ETF (LQD.P) and iShares High Yield Corporate Bond ETF (HYG.P) are on track for quarterly gains of more than 3% in the fourth quarter after falling 20% and 14% respectively this year. "If we're at this turning point then the entry level you get by buying investment-grade credit in the (United) States looks really attractive." The jump in bond yields, which move inversely to prices, has also made corporate credit more attractive to investors looking for income after years of low interest rates, Ramji said.

☆ Bank of America shares one area of the bond market set to deliver 13% returns in 2023 — and lays out the drivers of its 'big reversal'
▼ + stars: | 2022-11-17 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

In a note to clients on Monday, Seliger said investment-grade corporate credit in particular is in for a big year. Investment-grade corporate bonds are those rated Baa by Moody's and BBB by S&P and Fitch because they're deemed to have low default risk. "This base case scenario implies a +12.9% total return and +379bps excess return for IG corporate bonds in 2023. Bank of AmericaBank of America's November survey of bond investors showed that both high yield bond investors and investment-grade bond investors expect BBB-rated bonds to outperform most relative to Treasurys in 2023. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) are two ways to gain exposure to investment-grade corporate bonds.

☆ The Fed 'pivot' is dead, says strategist, who shares where to invest right now
▼ + stars: | 2022-11-17 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

"The concept of pivot is dead," Salman Ahmed, Fidelity's global head of macro and strategic asset allocation, told CNBC Pro Monday. Ahmed said that equities would be unlikely to benefit even if the Federal Reserve stops hiking rates at the current level. Investors have moved on to question whether the Fed might be forced to pivot away from historically high rates, and even start cutting next year, given recession risks. "It's now about how long the Fed can keep the policy in a very restrictive stance," Ahmed added. According to Ahmed, government and investment-grade corporate bonds are some of the cheapest asset classes available now that offer risk-free returns.

☆ Another single-Treasury bond ETF hits the market this week after hot start
▼ + stars: | 2022-11-14 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The burgeoning single-bond ETF space is set to grow this week as investors continue to look for ways to navigate the Federal Reserve's rate hikes. F/m Investments is launching the U.S. Treasury 12-month Bill ETF on Tuesday, president and CIO Alexander Morris told CNBC. The F/m single Treasury funds all have an expense ratio of 0.15%. These funds let investors target narrow parts of the yield curve. With the Fed hiking rates rapidly in 2022, the curve has become inverted, making short-term yields more attractive for many investors.

☆ Blackrock shelves China bond ETF - FT
▼ + stars: | 2022-11-13 | by ( Reuters Staff | ) www.reuters.com time to read: +1 min

REUTERS/Brendan McDermid(Reuters) -Blackrock Inc has put off the launch of an exchange traded fund (ETF) that invests in Chinese bonds, amid growing tension between Washington and Beijing, the Financial Times said on Saturday. The world’s largest money manager has “indefinitely” shelved the ETF, the newspaper said, citing people familiar with the decision. Reuters had reported earlier in April that BlackRock was planning to launch its first product in China’s $220 billion onshore ETF market later this year and had started hiring staff accordingly. The first Blackrock ETF product was scheduled for the fourth quarter, Reuters reported, which would add to 6.8 billion yuan ($1.07 billion) worth of assets the company manages through two mutual funds with investments in Chinese and Hong Kong stocks. ($1 = 7.1066 Chinese yuan renminbi)

☆ 3 Wall Street experts share what to do with your money now as cooling inflation has investors hopeful for a Fed pivot
▼ + stars: | 2022-11-12 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The S&P 500 jumped 5.5% on Thursday on news of cooling inflation. Investors are hoping the Fed will back off of hawkish policy sooner than they say. The SPDR S&P 500 Trust (SPY) offers exposure to the S&P 500 index. "Investors should take steps to ensure that their portfolio is positioned for a global recession, as the stock market still isn't pricing in this global recession risk," Landsberg said. We are bearish on the sectors that we think will do poorly in a global recession such as tech and discretionary."

☆ 'What we're seeing today looks a lot like post-internet bubble': Guggenheim CIO Scott Minerd told us why stocks will likely fall another 19% — and shared 2 investments that look among the most attract
▼ + stars: | 2022-11-05 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Amid the tough backdrop, Minerd shared two areas where he thinks investors can find return. "That's a much better place to go with your money than the stock market," Minerd said. "If you look at defense stocks year-to-date, they're generally high. And so I think there's a lot more upside in defense stocks, both relatively in the short run and in the next five years." Funds like the SPDR S&P Aerospace & Defense ETF (XAR) and the iShares U.S. Aerospace & Defense ETF (ITA) offer diversified exposure to defense stocks.

☆ Bond-based ETFs entice balance-seeking investors
▼ + stars: | 2022-11-03 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

Lake runs the JPMorgan Ultra-Short Income ETF (JPST) , which is currently the largest actively managed ETF in the world. "Investors are using JPST as a place to hide out while they wait for the market to find its footing," he said. The actively managed ETF invests primarily in a diversified portfolio of short-term, investment grade fixed-and floating-rate corporate and structured debt. "But when you're looking at a passive kind of fixed income benchmark, that's not exactly how investors really think about investing in bonds." Traders investing in bond ETFs, according to Lake, are looking for a fund that will balance a portfolio and offer yield with a low correlation to equities.

☆ Bond ETFs are hitting the market at a historic pace in 2022 as investors hunt for income
▼ + stars: | 2022-11-03 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

The spate of new launches comes as cash floods into fixed income products. "On one hand, it helps explain the dual-edged pain for 60/40 portfolios this year, but the -17% decline now has bond ETFs offering realistic yields as an equity alternative. This helps explain the continued surge to Treasury ETFs, which again led our category workbook with +$12 Bn [last week] and over +$110 Bn YTD," Sohn added. Holly Framsted, the director of ETFs at Capital Group, said the firm is not trying to time the market with its launches but does believe there is an underserved demand for actively managed bond ETFs. Capital Group launched three more fixed income ETFs, including funds focused on municipal bonds and short duration bonds, last week.

☆ Buy these ETFs if you believe the Fed will pivot to a slower tightening pace
▼ + stars: | 2022-11-02 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

That means that market rates could fall, even if the Fed continues to hike for the next few months. Bond yields move opposite of price, so the ETFs should go up in value. There are several large ETFs on the market focused on Treasurys, including the iShares' 7-10 Year Treasury Bond ETF (IEF) and 20+ Year Treasury Bond ETF (TLT) . Similarly, Vanguard offers the Intermediate-Term Treasury ETF (VGIT) , which has a fee of just 0.04%. Corporate bonds carry more risk than Treasurys, but should rally if Treasury yields fall.

☆ Bank of America says 250 years of history point to turnaround for Treasury bonds
▼ + stars: | 2022-10-28 | by ( Jeff Cox | ) www.cnbc.com time to read: +2 min

Bank of America expects Treasurys to show positive returns in 2023. Normally a safe haven in time of market tumult, government bonds have gotten crushed in 2022. While the stock market has performed poorly as well , the S & P 500 is down just 18% — considerably better than the bond market returns. But Hartnett said the last time Treasurys fell more than 5% and were negative the following year happened in 1861. Putting it in perspective, that means "250 years of history say US Treasury returns up in 2023," Hartnett wrote.

☆ Why this could be the best opportunity in years to buy investment grade corporate bonds
▼ + stars: | 2022-10-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +7 min

The Bloomberg Corporate Index , which measures the investment grade corporate bond market, has lost 19.97% year to date, as of Tuesday's close, while the S & P 500 is down 19.03%. Many believe that's created an opportunity to move into investment-grade corporate bonds. Investors can buy corporate bonds in $1,000 increments or through a diversified exchange traded fund. Investing in a fund One way to get exposure to the corporate bond market is through an ETF, such as the iShares iBoxx $ Investment Grade Corporate Bond ETF . Corporate investment grade debt funds have seen $139.7 billion in outflows so far this year, according Refinitiv Lipper.

☆ Stock picking isn't dead. But it might as well be for most investors
▼ + stars: | 2022-10-25 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +4 min

Index funds tend to be cheaper. Obviously, index provider S&P Global (SPGI) has a vested interest in promoting passive funds backed to various benchmark indexes. Even legendary investing guru Warren Buffett of Berkshire Hathaway (BRKB) has extolled the virtues of index funds for average investors. He noted that just one of every four active funds beat their passive benchmarks over the ten years ending in June. That’s why some investors aren’t singing a funeral dirge for active stock picking – just yet.

☆ Sell stocks in a bear market rally and look to this alternative, JPMorgan strategist says
▼ + stars: | 2022-10-25 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

But it has also seen multiple weeks where stocks have risen by more than 5% despite slower economic growth expectations. Such bear market rallies, according to Madison Faller, global investment strategist at JPMorgan Private Bank, were well suited for investors to sell stocks ahead of a more significant market fall. Last week, Bank of America also advised clients not to trust the recent market rally as its research pointed toward further declines in the stock market. iShares 0-5 Year TIPS Bond ETF: It has exposure to short-term U.S. Treasury Inflation-Protected Securities (TIPS). iShares 1-5 Year Investment Grade Corporate Bond ETF: It has exposure to U.S. corporate bonds with maturities between one to five years.

☆ Single-bond ETFs may be the key to revolutionize trading Treasurys
▼ + stars: | 2022-10-24 | by ( Noah Sheidlower | ) www.cnbc.com time to read: +3 min

In August, F/m Investments, a $4 billion multi-boutique investment advisor, launched three single-bond ETFs: the US Treasury 10 Year ETF (UTEN) , US Treasury 2 Year ETF (UTWO) , and US Treasury 3 Month Bill ETF (TBIL) . However, Jared Dillian, senior editor at Mauldin Economics, argued in an August Bloomberg op-ed that single-bond ETFs "will be one of the more successful product launches of the year." A solution to investing problemsBuying specific Treasury bonds or notes entails opening an account on TreasuryDirect and buying bonds from the federal Treasury Department at auction. With these ETFs, "you're getting access to the U.S. Treasury on-the-run 2 Year. F/m Investments charges 15 basis points for its single-bond ETFs, and the funds distribute dividends monthly.

☆ Yields are popping. Here's how you can jump on the 'short-lived' opportunity, according to analysts
▼ + stars: | 2022-10-21 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Yields popped again on Wednesday , with the 10-year Treasury surging to its highest since July 2008 to 4.136. "For investors, the significant increase in short-term yields has important implications and has provided short-term opportunities that we have not seen in over two decades," said Brian Rehling, head of global fixed income strategy. "Unfortunately, the nature of short-term maturities implies these opportunities may be relatively short-lived." iShares 0-5 Year TIPS Bond ETF: It has exposure to short-term U.S. Treasury Inflation-Protected Securities (TIPS). "Short-term maturities with maturities in 6- to 12-months anticipate Fed rate moves."

☆ Watch now: ETF Edge on accessing the Treasury market with single-bond ETFs
▼ + stars: | 2022-10-17 | by ( Bob Pisani | ) www.cnbc.com time to read: 1 min

[The stream is slated to start at 1:00 PM ET. Please refresh the page if you do not see a player above at that time.] CNBC's ETF Edge is dedicated to the fastest-growing trend in investing right now: ETFs. Every Monday, Bob Pisani will be joined by a panel of top market participants to offer educational and actionable advice to help you build your best portfolio.

☆ The CIO of the world's largest wealth manager shares 9 places to put your money in the near-term as a sustained rally in stocks looks 'unlikely' and uncertainty remains high
▼ + stars: | 2022-10-15 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

Mark Haefele said this week that he doesn't see a sustained rally in stocks. Stocks went on a face-ripping rally on Thursday, with the S&P 500 rising more than 4.2% after market open. In stocks, Haefele said these include defensive — or recession-proof — areas of the market like the consumer staples and healthcare sectors. He also said he likes UK value stocks, and value stocks around the world, with inflation and rates still elevated. Finally in stocks, Haefele is still bullish on the energy sector because of OPEC's recently-announced production cuts and what they should do to keep crude prices higher.

☆ Managed futures funds stand out as a rare bright spot in a tough market. Here's how they work
▼ + stars: | 2022-10-14 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

The winning strategy relies on managed futures. Unlike traditional stock-picking funds, managed futures is momentum- or trend-following based, with traders relying on systematic models to execute bets. There are five exchange-traded funds based on managed futures strategy on the market today. "Managed futures ETFs like DBMF are built to provide exposure to alternative investments [rather] than going long traditional stocks and bonds," said Todd Rosenbluth, head of research at VettaFi. "You're diversifying among a variety of different asset classes" The First Trust Managed Futures Strategy Fund (FMF) is up about 15% this year.

☆ U.S. equity funds face outflows for third successive week
▼ + stars: | 2022-10-14 | by ( ) www.reuters.com time to read: +2 min

Oct 14 (Reuters) - U.S. equity funds suffered their third consecutive weekly outflow in the week ended October 12, as stocks were hit by concerns over a recession due to a rise in interest rates and inflation. Refinitiv Lipper data showed that U.S. equity funds faced outflows worth $2.1 billion in the week, after witnessing a combined total net sales of $11.1 billion in the previous two weeks. Register now for FREE unlimited access to Reuters.com RegisterU.S. bond funds also witnessed outflows worth $4.9 billion, the biggest in two weeks, as bonds globally were sideswiped by a rout in British government bonds. U.S. inflation-linked bond funds had outflows worth $417 million, while, U.S. high-yield bond funds had an outflows of $876 million during the week. On the other hand, lower risk U.S. money market funds attracted an inflow of $5.8 billion, while U.S. government bond funds pulled in $3.7 billion.

Overall net inflows were positive in the quarter, with long-term net inflows of $65 billion, as momentum from ETFs offset the hit from retail clients withdrawing about $5 billion. Net inflows into ETFs were about $22 billion in the quarter, boosted by $37 billion of flows in bond ETFs. "We saw $37 billion of net inflows into bond ETFs, which is the second best quarter we've had in history ... Net income fell to $1.4 billion, or $9.25 per share, for the three months ended Sept. 30, from $1.68 billion, or $10.89 per share, a year earlier. Fink said BlackRock has about 20% of the LDI market in the U.K., or about $250 billion.

☆ How to make inflation-protected bonds work in your portfolio as interest rates rise
▼ + stars: | 2022-10-12 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +1 min

It's been a tough year for bonds, including Treasury inflation-protected securities, or TIPS, an inflation-linked asset. Despite recent losses, TIPS offer portfolio diversification amid market uncertainty, experts say. However, bond values and market interest rates move in opposite directions, making TIPS values drop as the Federal Reserve has hiked rates. However, TIPS have outperformed the S&P 500 Index , which is down nearly 24% over the same period. TIPS — particularly TIPS funds with shorter average maturities — have offered a cushion amid double-digit losses for the stock and bond markets, he said.

☆ U.S. corporate bond ETFs plunge in global debt market rout
▼ + stars: | 2022-10-11 | by ( Davide Barbuscia | ) www.reuters.com time to read: +2 min

NEW YORK, Oct 11 (Reuters) - Some U.S. corporate bond indicators have hit or are approaching new lows this week as a rout in the UK bond market and U.S. inflation worries slammed global debt valuations. BlackRock’s iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD.P) - a major exchange-traded fund tracking the U.S. investment-grade corporate bond market - fell to a low of $101.05 on Tuesday, its lowest since 2009. Its high-yield counterpart, BlackRock’s iShares iBoxx $ High Yield Corporate Bond ETF (HYG.P) fell to $70.92 on Monday, just a few cents away from hitting a new low since March 2020. Register now for FREE unlimited access to Reuters.com RegisterLong-dated U.S. treasury yields, which move inversely to prices and tend to sway other debt markets, on Tuesday shot to multi-year highs, with a sharp sell-off in the UK bond market contributing to widespread market volatility. The Bank of England said it would buy up to 5 billion pounds of inflation-linked debt per day, starting on Tuesday, until the end of this week in an effort to stem the bond market collapse.

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