Riding the Waves: Five Trends Shaping Municipal Bond Markets in 2024
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
For retirees and those near retirement, today’s volatility and rising risks are a major issue. They need a plan to overcome outliving their money. The classic bucket strategy could be the answer.
For retirees and those near retirement, today’s volatility and rising risks are a major issue. They need a plan to overcome outliving their money. The classic bucket strategy could be the answer.
Economic data is pointing to a mixed environment, with rising recession risks amid tepid growth. That uncertainty is throwing investors for a loop. But municipal bonds could be the answer.
Economic data is pointing to a mixed environment, with rising recession risks amid tepid growth. That uncertainty is throwing investors for a loop. But municipal bonds could be the answer.
Tax collections for states have trended lower the last two quarters, causing investors to worry about municipal bonds and default risk. However, investors shouldn’t be worried.
Tax collections for states have trended lower the last two quarters, causing investors to worry about municipal bonds and default risk. However, investors shouldn’t be worried.
There are plenty of opportunities in fixed income, but municipal bonds could be one of the best. According to T. Rowe Price, their high yields, strong credit quality and ability to navigate downturns make them a compelling buy today.
There are plenty of opportunities in fixed income, but municipal bonds could be one of the best. According to T. Rowe Price, their high yields, strong credit quality and ability to navigate downturns make them a compelling buy today.
California’s budget woes have recently dented its bonds. However, its fiscal condition remains strong. A big rainy fund, rising tax receipts and provisions for property taxes have increased the state’s overall financial picture.
California’s budget woes have recently dented its bonds. However, its fiscal condition remains strong. A big rainy fund, rising tax receipts and provisions for property taxes have increased the state’s overall financial picture.
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