Hyper Scale: AI's Massive Financing Needs In Focus

AI development requires large projects to establish computing power. That in turn requires massive amounts of financing.

Seeking Alpha • Dec 19, 2025

IGEB: Carry Income While BBB Spreads Stay Benign

Holding IGEB is justified by a favorable macro narrative: rate cuts, liquidity injections, and a resilient economy support stable credit spreads and attractive carry. IGEB offers a 4.86% yield with a BBB-heavy portfolio, emphasizing carry over price appreciation and moderate sensitivity to credit spreads. Fed rate cuts and signals of further easing, alongside liquidity injections, reinforce the case for holding IGEB for stable income.

Seeking Alpha • Dec 15, 2025

3 Strong, Well-Rounded ETFs

Income ETFs in different shapes and sizes, with different characteristics. Some are riskier than others, some more diversified, some should perform particularly well when rates rise, and vice versa. Some are well-rounded choices, with no significant downsides, lots of benefits.

Seeking Alpha • Nov 24, 2025

IGEB: Strong Investment-Grade Bond ETF, Above-Average 4.9% Yield And Performance Track-Record

IGEB is an investment-grade bond ETF. The ETF targets bonds with above-average yields, below-average risk, trying to hold overall volatility constant. IGEB sports a 4.9% dividend yield and has outperformed its benchmark since inception, with comparable risk and volatility.

Seeking Alpha • Sep 22, 2025

4 Stronger Alternatives To BND

BND is one of the largest bond ETFs in the market. It tracks a simple bond index, providing investors with diversified, broad-based exposure to these investments. BND compares unfavorably to several of its peers on different grounds, including dividend yield, returns, risk-adjusted returns, and tax benefits.

Seeking Alpha • Sep 16, 2025

What's Going On With Treasury Rates?

We think the Fed has time to assess the impact of tariffs, and we expect it to wait to cut rates until the data show that tariffs are impacting the real economy. So far, there are no signs of recession in the hard data. The tariff pause offers the possibility to avoid worst-case economic scenarios before the damage is crystalized. We believe technical factors will continue to drive market dislocations in spreads and sectors, and that active managers can navigate this more effectively.

Seeking Alpha • Apr 18, 2025

The Largest Bond ETFs Are Good, But These ETFs Are Better

The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.

Seeking Alpha • Nov 25, 2024

BlackRock Favoring Growth Heading Into Second Half

The BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, turned even more bullish this week. Indeed, the current allocation to stocks is the highest it has been since 2021.

ETF Trends • Jun 7, 2024

The Credit Opportunity In M&A

M&A was almost dormant in 2023. In the US, as a proportion of the market value of the benchmark equity indices, it fell to its lowest level in 20 years, according to McKinsey. Credit investors are not traditionally supposed to be fans of M&A, and it's true we are wary of leveraging M&A, where debt is loaded onto balance sheets to buy competitors. We are seeing a comeback for M&A that we think is likely to continue through 2024.

Seeking Alpha • Mar 4, 2024

This Week in ETFs: Closures Outnumber New ETFs

Although 14 new ETFs debuted in the U.S. this past week, closure announcements came in even stronger, largely due to Global X pruning its lineup. Launches during the week included funds from BondBloxx, WisdomTree, Innovator, JPMorgan, and Range ETFs.

ETF Trends • Jan 26, 2024