Perspectives

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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.

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Four Macro Trends Every Advisor Needs to Know

Savvy advisors know there are throughlines in the narrative. These are the four key macro trends we believe every advisor needs to watch.

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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.

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Uncertainty Makes Bond Duration Trade a Balancing Act

Some investors may be tempted to “buy the dip” in bonds, but we may not be out of the woods yet.

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Analyzing Implied Liquidity for a Specific ETF

For advisors and ETF investors, the question now becomes how to quantify the liquidity for a specific ETF?

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Understanding ETF Liquidity

Due to their unique structure, we need to think about ETF liquidity differently than we do equities.