The Financial News

The Financial News

Don’t Make This Mistake When Chasing Higher Bond Yields


#InvestingInsights #BondETF #BondYield

Plus, nine bond ETFs that Morningstar analysts like.

Higher bond yields are attracting more attention and more money. US bond ETFs pulled in almost $54 billion in August. Core and core-plus bond ETFs make up about $8.5 billion of that. These funds tend to provide shelter during market storms to ease a portfolio’s rocky moments. They also provide steady and predictable income. As bond rates sit higher than they have in the past, how can you benefit while also taking a conservative approach? Dan Sotiroff is the associate director of US passive strategies research for Morningstar.

Why Higher Bond Yields Can Be ‘a Great Thing’

https://www.morningstar.com/bonds/why-higher-bond-yields-can-be-great-thing

On this episode:

00:00:00 Welcome
00:00:50 How core and core-plus bond ETFs work
00:04:22 Billions flowing into core and core-plus bond ETFs this year
00:05:55 How active fund managers capitalize on higher bond rates
00:08:36 What higher bond yields mean for income investors
00:09:51 Core bond ETFs earning Gold and Silver ratings
00:11:17 Core-plus bond ETFs Morningstar analysts like

Follow Morningstar on social:

Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/morningstar/

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income


Leave a Reply

Your email address will not be published. Required fields are marked *

Copyright © All rights reserved. | The Financial Times