The yield on the 10-year note ended May 31, 2024, at 4.51%, the 2-year note ended at 4.89%, and the 30-year at 4.65%. Here is a table showing the yields’ highs and lows and the FFR since 2007. The next chart is an overlay of the daily performance of several Treasury bonds since the pre-recession [...] The post Treasury Yields Snapshot: May 31, 2024...

Passive investing, while enormously popular with investors for decades, met its match in active bond funds in the last 10 years. A new study from Eaton Vance found that actively managed bond funds consistently outperformed their passive peers in the last decade. The study evaluated 327 bond mutual funds across nine Morningstar fixed-income categories....

To learn more about Main Management and how some of our strategies could help you with your investment needs, please contact Darol Ryan, our Head of Sales and National Accounts, at ryan@mainmgt.com. Also check out Main Management CEO Kim Arthur on Twitter and Main Management on LinkedIn. The post Main Management Note: May 31, 2024 appeared first on...

On Friday, IndexIQ launched the actively managed IQ MacKay Securitized Income ETF (NYSE Arca:SECR), which invests in investment-grade mortgage-related and asset-backed securities. The new fund is sub-advised by members of the global fixed income team at New York Life Investment Management subsidiary MacKay Shields. “Most ‘Core’ and ‘Core Plus’ fixed...

The S&P 500 snapped its five week win streak, finishing down 0.51% from a week ago, despite Friday’s rally. The index is currently up 11.27% year to date and has recorded a new all-time high 24 times this year. The table below summarizes the number of record highs reached each year dating back to 2008. [...] The post S&P 500 Snapshot: 5-Week...

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted [...] The post Moving Averages:...