JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers

JPMorgan Income ETF is an actively managed debt fund with 1428 holdings, a 6.5% yield, and a 0.39% expense ratio. The portfolio turnover rate is 162% for the most recent fiscal year. The risk profile of JPIE is on the safer side, which translates into low volatility relative to bond benchmarks. JPIE has performed well compared to benchmarks but has lagged behind some competitors. JPMorgan Income ETF: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers.

Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise

Home Market Outlook Today's Market Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise AllianceBernstein expects economic growth to moderate and the inflation rate to descend toward the 2% range. The S&P 500 surged to new highs in the second quarter of 2024.

Chart Of The Moment: Behind U.S. High Yield's Impressive Resilience

Home Investing Strategy Fixed Income Analysis Chart Of The Moment: Behind U.S. High Yield's Impressive Resilience. A look at performance shows high yield often has a resilience and risk-adjusted return potential all its own. In the opening weeks of the third quarter of 2024, the Russell 2000 has made up more than half of its underperformance.

First Trust Tactical High Yield ETF declares $0.2175 dividend

CRE Gets Strangled, Corporate Bankruptcies Highest Since 2010, But Junk Bonds And Broad Financial Conditions In La-La-Land

Weekly Report: what happened at HYLS last week (0715-0719)?

S&P 500 Earnings: Large-Cap Growth Corrects As High-Yield Credit Spreads Tighten

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

The Economics Of Corporate Bond Markets

Futures launch on both investment grade and high yield corporate bonds. Corporate bond futures allow investors to more precisely manage risk. U.S. Corporate bonds are not backed by the full faith and credit of the U.s. Government. They have a higher correlation with equities than with Treasuries.

Weekly Report: what happened at HYLS last week (0708-0712)?

Global Market Perspectives Q3 2024: Losing Some Of The Shine

U.S. Growth is softening as lower-income households feel the bite of higher interest rates. There is U.S economic moderation, but cyclical upturns elsewhere. A first Fed rate cut could occur in September. Global inflation will unlikely reach central bank targets until late 2025.

Fixed Income Perspectives: Looking Ahead At Q3 2024 - A Resilient U.S. Economy Is Keeping Rate Cuts On Hold... For Now

Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. Economy. Global central banks are actively transitioning onto a path of easing policy. Many fixed income asset classes are poised for potential outperformance heading into the second half of the year.

HYG: A Benchmark In Junk Bonds, But Not The Best ETF In This Field

IShares iBoxx $ High Yield Corporate Bond ETF is the largest “junk bond” ETF in the market and is often used as a benchmark. The fund has a 12-month trailing yield of 5.96%, but both price and distributions have suffered a decay for years. The yield is attractive, but HYG is not the best investment for long-term investors.

Weekly Report: what happened at HYLS last week (0701-0705)?

Fixed-Income Midyear Outlook: Sail With The Tide

Big-picture economic trends remain encouraging, and yields remain high - for now. Central banks are diverging in their policies. The most critical step is to get back into the bond markets. Prepare to take advantage of opportunities in the second half of 2024. A record $6.5 trillion is sitting on the sidelines.

Weekly Report: what happened at HYLS last week (0624-0628)?

Beyond Money Markets: Maximizing Your Cash

Above The Noise: Getting Back To Normal

First Trust Tactical High Yield ETF declares $0.2175 dividend

First Trust Tactical High Yield ETF (HYLS) declares $0.2175/share monthly dividend. Payable June 28; for shareholders of record June 27; ex-div June 27. First Trust Tactical high yield index fund is a passively managed exchange-traded fund.

Weekly Report: what happened at HYLS last week (0617-0621)?