21 April 2017
NBR: The spread between New Zealand's longer-dated bonds and their US equivalent increased as higher-than-expected domestic inflation helped solidify market expectations the central bank will be lifting rates sooner that it's forecasting. More>
24 March 2017
Morningstar: This article explores a few notable use cases, and it will also show that performance is not always the most critical factor that investors consider when selecting fixed-income ETFs. More>
22 March 2017
The latest update to the Morningstar active/passive barometer reveals that actively managed bond funds are much more likely to beat their benchmarks than equity funds. More>
20 March 2017
NZ Herald / AP: Rising rates don't have to mean despair for bond-fund investors.Yes, the Federal Reserve raised short-term rates Wednesday, the latest move higher in what economists expect to be a long campaign. Bond investors have historically seen rising rates as the enemy because they result in falling prices for the bonds they own. More>
3 March 2017
Morningstar: For the five years ended Jan. 31, 2017, the unhedged Bloomberg Barclays Global Aggregate Bond Index--which has sizable exposures to the euro and Japanese yen, along with a smattering of other currencies--delivered a paltry annualized gain of just 0.1%, much less than the 3.3% produced by the index’s U.S. dollar-hedged version. More>
1 March 2017
Morningstar: Low-risk bond funds are a handy thing. If you are putting away money for a near-term expenditure like tuition in a couple of years or a house in three years, low-risk bond funds, along with money markets and certificates of deposit, can serve a valuable purpose. More>
9 January 2017
CNBC/Yahoo Finance: 2016 was a terrible year for stock picking, and 2017 may not get much better. Professional stock pickers just wrapped up one of their worst years ever, and the look ahead doesn't seem a whole lot better. More>
6 January 2017
Over the last year, Morningstar has found that bond funds were less sensitive to rates than their reported durations would suggest. It says that bond fund duration may overstate rate sensitivity. More>
28 December 2016
Bond Funds Year in Review: This has been anything but a quiet year for bond-fund investors. It has been tale of many markets, says Morningstar. More>
30 November 2016
While the outlook is mixed for bond prices, bond funds still have an important role to play in investors' portfolios, according to Morningstar. More>