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

SPIB: Closed Trade Deals May Weaken Tariff Vector

SPDR® Portfolio Intermediate Term Corporate Bond ETF offers efficient intermediate duration exposure with low expenses compared to Treasury ETFs. SPIB's 4.08-year duration makes it sensitive to Fed rate decisions and YTM changes, but current credit spreads are historically low, limiting upside. Ambiguous macro signals: headline labor market data might stabilize, but concerns remain about reinflation risks. Also, the real economic state of the laborers is in question.

Seeking Alpha • Sep 22, 2025

What Advisors Find Appealing in Fixed Income for 2H

Taking on credit risk but not interest rate risk has been relatively rewarding to ETF advisors and investors thus far in 2024. The iShares Broad USD High Yield Corporate Bond ETF (USHY) had a year-to-date total return of 3.6% as of July 8.

ETF Trends • Jul 11, 2024

SPIB: The Right Part Of The Cycle

High-quality bonds may outperform stocks in the near future, with the potential for increased credit risk. SPDR® Portfolio Intermediate Term Corporate Bond ETF offers a low-fee option for income-minded investors to boost their fixed-income yield. The SPIB ETF provides broad diversification, strong yield, and low-cost exposure, but there is still some credit risk to consider.

Seeking Alpha • Jun 3, 2024

Why high-yield bond ETFs may deliver ‘surprise' outperformance in fixed income in 2024

Hello! For this week's ETF Wrap, I caught up with Michael Arone, State Street's chief investment strategist, at the Exchange ETF conference in Miami. He shared his take on bonds as ETF investors look for clues as to when the Federal Reserve may cut interest rates.

Market Watch • Feb 15, 2024

Heightened rate volatility points to these opportunities in stocks, bonds for ETF investors, says State Street's Michael Arone

Hello! For this week's ETF Wrap, I spoke to Michael Arone, chief investment strategist for the U.S. SPDR business at State Street Global Advisors, for his view of markets and where ETF investors may look for opportunities at this stage of the Federal Reserve's interest rate-hiking cycle.

Market Watch • Nov 9, 2023

SPIB: A Negative Spike Is When You Should Buy This Fund

SPIB is an ETF that holds a portfolio of U.S. investment grade corporate bonds with a yield of nearly 6%. The fund's price has declined since 2021 due to rising interest rates, but it has outperformed its longer duration peer. Despite low credit risk, SPIB's fund price can still fall sharply in market turmoil, but these negative spikes can be buying opportunities for long-term investors.

Seeking Alpha • Nov 7, 2023

Best Bonds For Income

For many, social security isn't enough to fund their retirement needs. Bonds can help produce another income stream.

Forbes • Sep 14, 2023

U.S. Weekly FundFlows Insight Report: Despite Plus-Side Returns For The Week, ETF And Fund Investors Duck For Cover During The Fund-Flows Week

Investors were net purchasers of fund assets for the second week in a row, injecting a net $5.8 billion for the week ended Wednesday, May 3. Equity ETFs experienced net outflows for the first week in four, handing back a little less than $7.8 billion for the most recent fund-flows week.

Seeking Alpha • May 5, 2023

Tradeweb Exchange-Traded Funds Update - January 2023

Trading activity on the Tradeweb European ETF marketplace reached EUR 57.9 billion in January, while the proportion of transactions processed via Tradeweb's Automated Intelligent Execution (AiEX) tool was 82%. Equity and fixed income ETFs saw net buying in January, with ‘buys' surpassing ‘sells' by 10 and 20 percentage points, respectively.

Seeking Alpha • Feb 10, 2023