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Matt Tucker

In my last post, I talked about how some investors use fixed income exchange traded funds (ETFs) as an investment bridge – a place to put money when moving between managers or making other portfolio changes. Two of the main reasons we see ETFs used in this way are index tracking and liquidity. But there’s another big factor, one that’s especially relevant this time of year: taxes. I talked to one of our experts, BlackRock Managing Director Rob Nestor*, about why taxes are a major consideration when making a move. [click to continue…]

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I come from a large family, and through my older siblings I have a growing number of nieces and nephews who are entering their 20s. What often strikes me when talking with them is their tendency to believe that when it comes to investing, they should take as much risk as they can. After all, if they are saving to buy a house, or for the more long-sighted ones thinking about retirement, they figure that more risk means more return, so why not reach as far as possible? [click to continue…]

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We have written a few times on The Blog about the ongoing effects of the low Fed Funds rate and quantitative easing. They have pushed interest rates down across markets, propelling investors into asset classes such as corporate bonds and emerging market debt in search of yield. One area where we have seen a lot […]

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When the Securities and Exchange Commission (SEC) voted to change several key rules on money market mutual funds (MMFs) last month, its Chair, Mary Jo White, said the revisions aim to protect the financial system. Although the new rules will likely result in significant changes within the money market industry over time, most investors will […]

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As an investor, you may or may not pay much attention to every statement issued from the Federal Reserve, but I wanted to highlight how key points from Janet Yellen’s latest Congressional testimony don’t necessarily align with what is priced into the market. Let’s separate the commentary from the numbers, and explore what this may […]

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As we approach the mid-point of the year many casual investors are surprised to look in on the market and find that bond yields remain stubbornly low. In fact, as we have discussed in this space before, they have actually fallen during the year with the 10 year US Treasury declining from 3.03% at the end […]

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I continue to get questions about how the Fed’s tapering of bond purchases, which is currently underway, will impact investors’ fixed income positions and how to best prepare a portfolio for rising interest rates. As I explained in a recent Blog post, we expect rates to rise gradually.

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Another way to Build your Fixed Income Portfolio

by on May 1, 2014 | Updated May 2, 2014

In today’s interest rate landscape, the search for yield can be a difficult pursuit, particularly when you consider that yields on traditional core bond funds are less than half of what they were in 2008.1 With the Fed and other central banks maintaining low interest rates with accommodative interest rate policies, investors are finding it […]

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Why Duration Matters

by on January 29, 2014 | Updated January 31, 2014

A major fixed income strategy in 2013 was duration rotation, investors reducing the interest rate risk of their portfolios. As the term “duration” becomes increasingly prevalent in our conversations on The Blog and elsewhere, I thought it would be good to explain this concept.

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It’s scorecard time again – time to see how 2013 market predictions panned out. Matt Tucker takes a look back to see how his projections – and the bond market in general – fared this year.

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