“When I say these and other total return bond funds have lost their “charter”, I’m asserting that almost all of these funds have in the last five years become quasi “index funds”. And since most adhere to indices with six year and longer durations*, their performance...
In the past three years, financial markets have faced unprecedented challenges ranging from the worst pandemic in 100 years, the biggest armed conflict in Europe since World War II, the largest drawdown in bonds ever, and the highest inflation in more than 40 years....
We first touched upon the importance of tax loss harvesting in a blog post back in April. A critical point to remember from that post is that a tax management strategy, which should include tax loss harvesting, is a vital tool in every investor’s tool kit....
Investors opening their quarterly statements from Q1 2022 may be finding something they probably haven’t seen much of recently: lots of red. With few exceptions, most asset classes were negative in Q1 2022, but bonds had a particularly painful quarter. Against a...
John Ruth, co-founder and CEO of Build Asset Management, explains to ETF Trends how the BUILD Bond Innovation ETF (BFIX on the NYSE Arca) combines the risk-mitigating elements of investment-grade fixed income with the upside potential of equity markets to outperform...
Seeks to outperform traditional bond strategies; Pursues risk mitigation while seeking upside potential; Aims to address challenges of achieving growth in a low-yield bond market environment Seattle, WA | February 16, 2022 10:00 AM Eastern Standard TimeBuild Asset...
