Index-Hugging Bond ETFs May Not Be Ideal for Investors
Weak fund performance can likely be attributed to rising interest rates and managers’ unwillingness to stray too far from the benchmark.
Four Macro Trends Every Advisor Needs to Know
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 highest inflation in more than 40 years. The resultant market volatility has left many financial advisors unsure of what to do next, but savvy advisors know there are throughlines in the narrative. These are the four key macro trends we believe every advisor needs to be watching to drive their clients’ success.
Tax Loss Harvesting Should Be Top of Mind for Bond Investors
Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.
Tax Loss Harvesting with the BUILD Bond Innovation ETF – BFIX
Investors opening their quarterly statements from Q1 2022 may be finding something they probably haven’t seen much of recently: lots of red.
BFIX News & Insights
Read news and insights related to the Build Bond Innovation ETF (BFIX), including press releases, articles, and investment ideas.
Build Asset Management CEO Explains How BFIX Seeks to Outperform Traditional Bond Strategies
John Ruth how the fund combines the risk-mitigating elements of investment-grade fixed income with the upside potential of equity markets.