Skip directly to Accessibility Notice
  • Income Investing

    August 18, 2021

    Valuation, Not Duration, Drives Performance in Corporates

    by William Sokol, Senior ETF Product Manager

    Attractively valued corporate bonds have recently outperformed the broad market as well as shorter duration segments of the market.

     Read more
    Income Investing

    August 17, 2021

    The Longest Goodbye: Life After LIBOR

    by William Sokol, Senior ETF Product Manager

    This review intends to provide background on the transition away from LIBOR, key dates that investors should be aware of and the outlook for the post-LIBOR landscape.

     Read more
    Income Investing

    August 12, 2021

    PFXF: Question & Answer

    by Coulter Regal, CFA, Associate Product Manager

    In today's yield starved environment, many investors are looking towards alternative income sources such as Preferred Securities.

     Read more
    Income Investing

    July 23, 2021

    BIZD: Question & Answer

    by Coulter Regal, CFA, Associate Product Manager

    Business development companies (BDCs) have seen growing attention in recent years, as investors seek alternative income opportunities to counterbalance a prolonged low rate environment.

     Read more
    Income Investing

    July 19, 2021

    The longer duration of fallen angel bonds and differentiated issuer exposures relative to broad high yield contributed to their outperformance to the broad high yield market in Q2.

     Read more
    Income Investing

    July 12, 2021

    Position For Rising Rates with BDCs as Credit Concerns Abate

    by Coulter Regal, CFA, Associate Product Manager

    In the current low, and potentially soon to be rising, interest rate environment, Business Development Companies (BDCs) are an alternative source of income for investors to consider.

     Read more
    Income Investing

    June 17, 2021

    Finding Alpha Opportunities in Corporate Bonds

    by William Sokol, Senior ETF Product Manager

    One of the key outputs of the Moody's Analytics credit model, the fair value spread, is used to identify relative value opportunities in the marketplace as they arise.

     Read more
    Income Investing

    May 18, 2021

    Finding an Investment Grade Edge

    by William Sokol, Senior ETF Product Manager

    Being selective is crucial in this environment. A smarter approach to corporate bonds can provide investors yield pickup and upside potential without assuming too much risk.

     Read more
    Income Investing

    May 10, 2021

    Rising Tide Lifts Municipal Bonds

    by Jim Colby, Portfolio Manager and Strategist, Municipal Bonds

    As municipal bonds continue to recover we explore three key trends that we believe are supportive to the asset class.

     Read more
    Income Investing

    April 22, 2021

    Green Bonds: Five Years After Paris

    by William Sokol, Senior ETF Product Manager

    Five years after the Paris Agreement was signed, we take a look at how green bonds are providing fixed income investors with a way to invest in the transition to a net-zero carbon economy.

     Read more


  •  

  • Learn more about Income Investing: Ideas to Beat the Bank