MBB: Take Advantage Of This Infrequent Opportunity

The iShares MBS ETF offers agency mortgage-backed securities exposure with a $39B AUM, no credit risk, and a 5.4-year duration. MBB's low volatility and 4.15% SEC yield make it a stable, ‘boring' instrument, but it becomes compelling when rates are poised to fall. With a potential new Fed Chair in 2026 likely to cut rates aggressively, MBB is positioned for outsized returns in a declining rate environment.

Seeking Alpha • Dec 6, 2025

The Great Bond Debate: How Strategists Are Positioning Their ETFs

A compelling observation was made by Jeffrey Sherman, deputy chief investment officer at DoubleLine, on stage at the Astoria Advisors Macro Summit. He had just stated, “As a bond investor, I'm here to tell you that we're not special, but that we tend to be more risk-averse.

ETF Trends • Oct 27, 2025

REIT Earnings Preview: Here's What We're Watching

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. One step forward, one back: Matching the stubborn performance pattern seen last year, REITs rallied ahead of the Fed's September rate cut but stumbled into the start of earnings season. In this report, we focus specifically on property-level fundamentals, previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various sources.

Seeking Alpha • Oct 22, 2025

MBB: Not Great Compensation For Convexity Risk

MBB offers higher duration exposure, attractive in a rate-cutting environment, but prepayment risks require extra yield compensation versus Treasuries. Crudely, around two-thirds of MBB's holdings are unlikely to be refinanced with a likely rate cutting path, so the current yield fairly compensates for mitigated prepayment risk, but not more. While the call premium between the Treasuries and mortgage rates has historically been lower, we think that is also well priced in the current, somewhat uncertain environment.

Seeking Alpha • Aug 14, 2025

The Big New Names in Mortgage-Backed Securities ETFs

Mortgage-backed securities (MBSs) ETFs have, somewhat quietly, welcomed some big new players in the past year.  Just this week, Eaton Vance debuted the Eaton Vance Mortgage Opportunities ETF (EVMO).

ETF Trends • Aug 8, 2025

ETF Prime: Murphy on Explosive Growth of Crypto-Related ETFs

On this week's episode of ETF Prime, Cinthia Murphy, investment strategist at VettaFi, highlighted several key shifts in the ETF landscape, including crypto ETF momentum. Later, Fundstrat's Tom Lee shares insights on the success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and ethereum's future.

ETF Trends • Aug 6, 2025

MBB: An Unlevered RMBS Vehicle Acting As A Sovereign Diversifier

The iShares MBS ETF's key variables suggest that it could be a U.S. treasury diversifier. The vehicle invests in secondary agency RMBS, which hold enough credibility to act as collateral for repo lenders. Moreover, underlying guarantors have the same credit ratings as the U.S. MBB ETF's standard deviation and max drawdown ratios are lower than those of an intermediate-term treasury vehicle called IEF ETF.

Seeking Alpha • Jun 3, 2025

MBB: Largest Muni Bond ETF, But Better Choices Out There

MBB is the largest MBS ETF in the market. Its 4.0% yield is slightly above-average, returns since inception below-average. It compares unfavorably to its peers in several key ways.

Seeking Alpha • May 1, 2025

U.S. Weekly Fund Flows Insight Report: Equity ETFs See Their Third Outflow Over The Last 4 Weeks

During LSEG Lipper's fund flows week that ended June 19, 2024, investors were overall net redeemers of fund assets for the first week in three, removing a net $30.0 billion. Taxable bond funds, alternative investments, and tax-exempt bond funds posted net inflows. Conventional equity funds posted a weekly return of positive 0.19%, the third straight week of gains.

Seeking Alpha • Jun 28, 2024

Eyes On The ECB

U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.

Seeking Alpha • Jun 2, 2024