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 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

Bet on Investment Grade Bond ETFs Amid Rising Corporate Default

As the Fed continues to hike interest rates to curb inflation, the corporate bond market is experiencing an increase in default rates.

Zacks Investment Research • Jun 29, 2023

Stagflation in 2023? ETF Strategies to Follow

Market participants are fearing a recession in 2023. Is the fear exaggerated?

Zacks Investment Research • Jan 6, 2023

Will 2023 Be the "Best Year" for Bond ETFs in 14 Years?

Per Goldman Sachs, 2023 bond yields will surpass stock dividends. Should you tap bond ETFs for 2023?

Zacks Investment Research • Jan 4, 2023

Fearing Stagflation? ETF Strategies to Win

The Fed will continue to hike rates to tame inflation. This may slower economic growth and result in stagflation.

Zacks Investment Research • Sep 2, 2022

1970s-Style Stagflation in the Cards? ETF Strategies to Win

The market is rife with high inflation risks and lower growth, meaning a stagflationary scenario for the most developed economies, including the United States.

Zacks Investment Research • Jun 9, 2022

ETF Investing Strategies in Times of Stagflation

Goldman Sachs says that stagflation has reached the economy. Here's is how to save your ETF portfolio from stagflation.

Zacks Investment Research • Mar 23, 2022

This Little-Known ETF Offers High Income at a Low Cost

Investors looking for a steady stream of income should look no further than the FlexShares Credit-Scored U.S. Long Corporate Bond Index Fund (LKOR). LKOR tops the charts with an annual dividend yield of 6.96%, the highest of any fund in FlexShares' ETF line-up, according to ETF Database.

ETF Trends • Mar 15, 2022

Get More Yield Without Sacrificing Quality With LKOR

While consumers grapple with higher prices, fixed income investors are having to contend with rising rates that could eat away at bond income. There's a plethora of ways that investors can try to contain the effects of rising inflation.

ETF Trends • Jan 28, 2022