ETF Database » STPZ

Bond ETFs For Every Objective

Michael Johnston — Wed, 01 Feb 2012 12:00:53 +0000

As the lineup of exchange-traded products has expanded dramatically in recent years, financial advisors have found themselves with more tools at their disposal than ever before. The extreme granularity of many of the equity products out there allows for cheap, low maintenance targeting of specific corners of the investable universe, while the development of some increasingly complex products has opened up strategies that were previously inaccessible. But perhaps the most impressive innovation in recent years has come on the bond side of the market, where the arsenal has expanded considerably over the past two years. Whatever your objective for the fixed income side of client portfolios, odds are there is an ETF that can be used to help you out. Below, we highlight ten common objectives when it comes to managing a bond portfolio–as well as the ETFs that can be used to achieve those goals [for more ETF insights, sign [...]

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Inflation ETF Special: 25 ETF Ideas To Fight Rising Prices

Stoyan Bojinov — Wed, 20 Jul 2011 13:30:23 +0000

Inflation has been a particularly frustrating topic in recent months. Despite widespread predictions for a surge in CPI in the wake of unprecedented injections of liquidity into global financial markets, upward pressure on prices has not yet materialized–at least not in many developed markets. The prospect of what seems to be an inevitable outcome has prompted many to take measures to protect their portfolios, increasing allocations to asset classes expected to generally perform well when inflationary pressures spike. Countless investors have been wrong in their calls on inflation, ranging from Wall Street titans such as Morgan Stanley to smaller money managers and individuals. Another frustrating aspect of inflation is the difficulty many investors face in protecting their portfolios from the phenomenon. Debates over the relative merits of various securities as safeguards against inflation have raged for decades, with different investors pursuing different strategies. Each inflationary environment is unique, and inflation [...]

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iShares Launches Short-Term TIPS Bond Fund (STIP)

Eric Dutram — Fri, 03 Dec 2010 16:42:55 +0000

With another round of QE underway and strong demand for raw materials from emerging markets, inflation is once again on the mind of investors. Those looking to protect their portfolios from a surge in CPI have a number of options, ranging from gold to broad-based commodity baskets to equities of commodity-intensive companies. But among the most popular inflation hedges are TIPS, Treasuries that adjust principal amount based on changes in CPI. Demand for these securities has become so significant that in a recent TIPS auction the yield hit -0.5%. When seeking out TIPS exposure, investors have increasingly turned towards ETFs. Among the most popular products tracking TIPS is the iShares Barclays TIPS Bond Fund (TIP), which has amassed $20 billion in assets. The fund has a broad focus across a variety of maturity levels, with one third of the holdings allocated to short-term securities and one-quarter of the assets going [...]

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Inflation-Fighting ETFs Back In Focus

Michael Johnston — Mon, 22 Nov 2010 15:00:56 +0000

It’s baaaaaaaack. After a brief hiatus that saw investors rushing to determine the best ways to battle deflation, inflationary concerns have begun to surface again. The cause of the latest bout of inflationary anxiety is of course the QE2 program recently announced by the Federal Reserve that calls for the purchase of hundreds of billions of dollars in bonds in an effort to push down borrowing costs and kick start the economy. Economists and investors are divided on the plan, as many believe the Fed’s latest capital injection is a step in the right direction. But others both domestically and abroad have lashed out at QE2 as a further compounding of an already serious problem. “They have already pumped endless amounts of money into the economy with extremely high budget deficits, and with a monetary policy which has already pumped in lots of money,” said German Finance minister Wolfgang Schauble. [...]

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PIMCO Planning Global Inflation-Linked Bond ETF

Eric Dutram — Thu, 11 Nov 2010 11:00:16 +0000

Thanks to Ben Bernanke’s $600 billion foray into the U.S. Treasury markets in the hotly debated QE2, many investors have begun to worry that a severe bout of inflation is right around the corner. Renewed anxiety has pushed Treasury Inflation Protected Bonds, or TIPS, to a negative yield in recent auctions, underscoring just how robust the demand is for these “real return” securities. Many investors have embraced ETFs as an efficient means of accessing inflation-protected fixed income securities, as evidenced by the huge cash flows into TIPS funds. Far and away the most popular is the iShares Barclays TIPS Bond Fund (TIP), which has amassed over $20 billion in assets and trades more than 800,000 shares on an average day. While this fund remains one of the top choices for investors seeking inflation-protected securities, it solely focuses on the U.S. TIPS market, avoiding the both developed and emerging international markets. [...]

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PIMCO Launches Broad U.S. Treasury Index Fund (TRSY)

Eric Dutram — Wed, 03 Nov 2010 11:00:09 +0000

PIMCO was a latecomer to the ETF industry. But since wading into the ETF waters last year, the California-based bond giant, has rapidly built up its fixed income lineup, which now includes both actively-managed and passively-indexed products focusing on munis, investment grade corporate debt, Build America Bonds, and of course U.S. Treasuries. The company expanded its lineup even further this week, rolling out the Broad U.S. Treasury Index Fund (TRSY), bringing its total number of funds up to 13 [also read Ten Intriguing ETF Storylines]. The fund tracks the BofA Merrill Lynch Liquid US Treasury Index, a benchmark that tracks the performance of the three most recently issued 2-year, 3-year, 5-year, 7-year, 10-year, and 30-year U.S. Treasury notes and bonds. The fund’s fact sheet cites that these issues typically offer better liquidity to investors over their more seasoned counterparts, suggesting that this method may help to reduce investor transaction costs–by [...]

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Coming Soon From iShares: 0-5 Year TIPS Bond ETF

Eric Dutram — Mon, 20 Sep 2010 18:00:21 +0000

As investors pile into gold and other precious metal ETFs, expectations of an eventual surge in inflation seem to be building–even through deflation may be the more immediate concern. Another popular way to protect against such a development has been with inflation protected bonds, securities that can offer investors protection against inflation by adjusting principal in line with changes in CPI while also paying out dividends–something that most precious metal ETFs (at least those not collateralized by U.S. Treasury bonds) cannot match. Due to these payouts, these funds have becomes extremely popular with investors; the top ETF in the Inflation-Protected Bond ETFdb Category, the iShares Barclays TIPS Bond Fund (TIP), has taken in over $20 billion in assets and trades more than 800,000 shares daily. Yet some investors who are concerned about long-term bonds may have reservations about TIP, which currently has less than 40% of its total assets in [...]

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PIMCO Launches MUNI Bond ETF

Michael Johnston — Wed, 02 Dec 2009 06:40:53 +0000

PIMCO, the Newport Beach, California-based bond fund giant, launched its latest exchange-traded fund on Wednesday, the Intermediate Municipal Bond Strategy Fund. The new ETF, which comes with an expense ratio of 35 basis points, will trade under the ticker MUNI, which was somehow still available. The ETF will be managed by John Cummings, the company’s executive vice president and head of PIMCO’s municipal bond desk. MUNI will be benchmarked against the Barclays Capital 1-15 Year Municipal Bond Index, and will invest in a portfolio of bonds that are of high credit quality, intermediate duration, and carry interest payments exempt from federal tax. Why Municipal Bonds? Despite the massive size of the municipal bond market, currently more than $2.6 trillion (PDF), there are only 13 other ETFs in our National Munis ETFdb Category with a combined $5.4 billion in assets under management (which equates to less than 0.21% of the total [...]

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PIMCO Rounds Out Treasury ETFs With ZROZ, FIVZ

Michael Johnston — Mon, 02 Nov 2009 14:45:42 +0000

Newport Beach, California-based PIMCO, one of the largest bond fund companies in the world, has made two additions to its small but growing line of fixed income exchange-traded funds. The PIMCO 3-7 Year U.S. Treasury Index Fund (FIVZ) completes the lineup of products covering key rate segments of the Treasury market, fitting between PIMCO’s 1-3 Year Treasury Index Fund (TUZ) and 7-15 Year U.S. Treasury Fund (TENZ). FIVZ will track the BofA Merrill Lynch 3-7 Year U.S. Treasury Index, a benchmark that measures the performance of U.S. government debt with at least $1 billion in outstanding face value and a term to maturity of between three and seven years. PIMCO also announced the launch of the 25+ Year Coupon U.S. Treasury Index Fund (ZROZ), which tracks the BofA Merrill Lynch Long U.S. Treasury Principal STRIPS Index. STRIPS are government debt issues whose interest and principal portions have been split in [...]

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Pimco Boosts ETF Presence

Michael Johnston — Mon, 14 Sep 2009 15:02:08 +0000

Pimco, the Newport Beach, California-based bond fund giant, is quickly expanding its presence in the ETF arena. Three months ago, Pimco was watching from the sidelines as iShares continued to show its dominance in the fixed income ETF space. With the launch of three additional ETFs this month, Pimco’s product line now consists of five funds, and is likely to continue to expand. Pimco’s ETFs include: Pimco 7-15 Year U.S. Treasury Index Fund (TENZ) Pimco 15+ Year U.S. TIPS Index Fund (LTPZ) Pimco Broad U.S. TIPS Index Fund (TIPZ) Pimco 1-5 Year U.S. TIPS Index Fund (STPZ) Pimco 1-3 Year U.S. Treasury Index Fund (TUZ) Behind the scenes, Pimco is continuing to prepare for additional fund launches, but it appears that the firm has concentrated for now on boosting its line of inflation-protected securities. As worries about the intermediate to long-term consequences of the massive stimulus packages implemented around the [...]

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ETF Database » STPZ

Bond ETFs For Every Objective

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