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

QLTA: When Quality Is Too Much Of A Good Thing

The iShares Aaa - A Rated Corporate Bond ETF tracks highly rated corporate bond securities issued by US and non-US corporations. Despite its high-quality portfolio, QLTA has delivered modest returns, ranking fourth quartile against the Morningstar Corporate Bond category. This is because the QLTA gives up 65-70 bps in yield for a nominal improvement in credit quality.

Seeking Alpha • Aug 24, 2023

QLTA: Liquid Investment-Grade Bond Fund, 7-Year Duration

iShares Aaa – A Rated Corporate Bond ETF is an exchange-traded fund. The vehicle holds a very granular portfolio of investment-grade bonds, with an "A" average rating.

Seeking Alpha • Mar 9, 2023

Highly Rated Corporate Bond ETFs to Gain on Fed Buying

Since the Fed has started buying highly rated corporate bond ETFs, investors can expect a short-term bounce in those assets.

Zacks Investment Research • May 13, 2020

Bond market dislocations continue. What market analysts are watching now

Ed Rosenberg, senior vice president and head of ETFs at American Century, and John Davi, founder and chief investment officer of Astoria Portfolio Advisors, talk the bond ETF market's recent discrepancies with CNBC's Bob Pisani.

CNBC Television • Apr 6, 2020

All-Out Fed Support: Buy Highly-Rated Corporate Bond ETFs

The Fed is buying investment-grade corporate bond ETFs, which might lead to a rally in the space.

Zacks Investment Research • Mar 24, 2020

iShares Aaa-A Rated Corporate Bond ETF: Investors May Want To Wait On The Sidelines

iShares Aaa-A Rated Corporate Bond ETF: Investors May Want To Wait On The Sidelines

Seeking Alpha • Nov 4, 2019

BBB Bond Risk Could Put Strategic Fixed Income in Focus

As volatility seen has been racking the capital markets as of late, it has spurred activity in the bond markets, but BBB bonds, the lowest of investment-grade bonds, is one looming risk that could put the use of strategic fixed income funds in focus.

ETF Trends • Oct 8, 2019