By Behnood Noei, CFA Director, Fixed Income Key Takeaways The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) outperformed the Bloomberg U.S. Aggregate Bond Index (Agg). AGGY has a higher duration than the Agg, which can benefit the strategy in environments where rates don’t go materially higher from the current levels. The reallocation of AGGY away...

By Fran Rodilosso Head of Fixed Income ETF Portfolio Management and William Sokol Director of Product Management Despite recent headwinds, China’s vast and diverse bond market is too big to exclude from long-term focused portfolios. As China navigates a bumpy economic recovery and investor sentiment appears to be near all-time lows, we wanted to revisit...

Learn about growth vs. value investing strategies, key differences, and how to choose the best investment approach for your goals in this comprehensive guide. Growth vs. Value Investing: Key Differences & Investing Strategies Among the various investment approaches available, growth and value investing stand out due to their distinct methodologies...

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...