Weekly Report: what happened at BSJS last week (0429-0503)?

Looking Past Spreads For Opportunities In High Yield

U.S. High yield spreads remain tight. Interest rate volatility is less of an issue for high yield. The carry and total return package in high yield remain attractive. Defaults have leveled out in the mid 2% range. Bill Zox, CFA discusses several important factors that are constructive for the high yield market.

A Case For Getting Off The Sidelines And Into Bond ETFs

Weekly Report: what happened at BSJS last week (0422-0426)?

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at BSJS last week (0415-0419)?

Fixed Income Investment Outlook Q2 2024: A Winding, Downward Path

Weekly Report: what happened at BSJS last week (0408-0412)?

Fixed Income Perspectives - Looking Ahead At Q2 2024: A Pause Before A Pivot

Fixed Income: No Time To Yield

Home Investing Strategy Fixed Income Analysis Fixed Income: No Time To Yield. Bond yields are higher today than they were 20 years ago. Investors are moving back into bonds in record numbers with 2023 global bond ETF inflows of $333 billion. Steve Laipply, Global co-head of iShares’ fixed income ETFs joins Oscar Pulido on The Bid.

Weekly Report: what happened at BSJS last week (0401-0405)?

Amid Market Optimism, Hop On Longer-Duration Bonds

Fixed-Income Outlook: Don't Miss The Forest For The Trees

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. Central bank rate cuts are coming, and with them a major opportunity for bond investors. The first quarter of 2024 has been a bumpy ride for investors. More than $6 trillion in money-market funds is sitting on the sidelines.

Weekly Report: what happened at BSJS last week (0325-0329)?

BSJS Vs. IBHH: Comparing 2028 HY Corporate Bond ETFs

IShares and Invesco offer a series of HY bond ETFs that only hold bonds that mature within a single calendar year. I review & compare the iShares iBonds 2028 Term High Yield Income ETF against the invesco BulletShares 2028 High Y yield Corporate Bond ETF. After comparing these two ETFs and then their YTM value against others in both series, I give the BSJS ETF a Buy rating. IShares IBHH has $67m in AUM and the TTM yield is 6.65%.

Weekly Report: what happened at BSJS last week (0318-0322)?

Credit Maturity Wall: Not As Difficult A Climb As It May Seem

Most companies are in a good position to climb the debt maturity wall relatively unscathed. A record number of bonds issued during the pandemic at very low interest rates are set to mature over the next six years. A quarter of all U.S. High-yield debt will need to be refinanced at higher rates in the next three years.

BSJS: Wait For A Better Entry

Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) provides convenient access to high yield bonds maturing in 2028. All-time low credit spreads do not reflect reality, as actual defaults continue to increase. Buy-and-hold investors should wait for a more favourable entry into the fund. The Invesco bulletShares 2026 High Y yield corporate bond ETF has a maturity date of 2026. This article reviews the invesco bsjj 2028 high yield bond ETF.

Junk Bond Default Surge Continues In 2024

Corporate bond defaults were up massively in 2023, especially for high-risk junk debt. The trend is continuing this year at a pace not seen since the 2008 global financial crisis. Companies selling low-rated junk debt are being hit the worst. High-interest rates and high inflation make it hard for companies to make good on their obligations.

Weekly Report: what happened at BSJS last week (0311-0315)?