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Municipal Bonds Archive
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THE FINANCIAL CRISIS INQUIRY REPORT
Posted on August 11, 2011 | No CommentsCONCLUSIONS OF THE FINANCIAL CRISIS INQUIRY COMMISSION -
Straight Talk On Municipal Bonds by Rafael Costas
Posted on June 28, 2011 | No CommentsRafael Costas, co-director of the Franklin Templeton Municipal Bond Department, explains why he believes muni risks have been overstated -
Concerned About Rising Interest Rates? Projections Show Potential Benefits of Reducing Duration
Posted on April 18, 2011 | No CommentsWhile the Federal Reserve has repeated its intention to remain on hold for an “extended period,” many fixed income investors are becoming more concerned about an eventual rise in interest rates. -
BlackRock Municipal Markets Investment Commentary
Posted on April 17, 2011 | No CommentsAfter outpacing both corporate bonds and Treasury issues in February, municipals posted poor price performance in March. -
Michael Mauboussin on Strategy: The Coffee Can Approach
Posted on March 31, 2011 | No CommentsInvestors often make changes to their portfolios—with the best of intentions—that do not add value. These mistakes include reallocation of a portfolio from one asset class to another as well as switching from one manager to another within an asset class. Analysis through simulation shows that investors would be better off extending the industry standard three-year window for manager assessment. -
The Uncertainty of Life After QE2 by Rick Rieder
Posted on March 27, 2011 | No CommentsData continues to point to a transition from stimulus-driven recovery to real consumption-driven expansion, with employment clearly improving. However, transmission of inflation through higher food and energy prices has gotten the attention of the Fed and heightens policy challenges surrounding the scheduled June 30 end to QE2. We continue to favor shorter duration, higher-yielding sectors, but are wary of the market volatility the end of QE2 will create, and are focused on risk management. -
END OF THE BUILD AMERICA BONDS PROGRAM SLASHES NEW MUNI ISSUANCE by LordAbbett
Posted on March 22, 2011 | No CommentsConcerns about the fiscal health of state and local issuers have prompted some investors to shift to markets perceived as safer, causing municipal bond yields to rise. This turmoil, combined with the expiration of the Build America Bonds program, which provided federal subsidies for new issues, has squashed issuance in 2011. As of March 7, for example, the four-week rolling average for issuance stood at just under $2.8 billion— a 73% drop from the previous peak in November 2010. -
Analysts Alert – Bill Gross – PIMCO – Two-Bits, Four-Bits, Six-Bits, a Dollar
Posted on March 2, 2011 | No CommentsA successful handoff from public to private credit creation has yet to be accomplished, and it is that handoff that ultimately will determine the outlook for real growth and stability. -
Analyst Alert : Edward Jones : Tough Decisions for Municipalities May Improve Outlook for Muni Bonds
Posted on February 28, 2011 | No CommentsIf you’re like many Americans, your city and state may be facing tough financial times. As a citizen, of course, you’re concerned about this situation. And as an investor, you may be wondering if municipal bonds (or “munis”) are still an appropriate investment in this economic environment – or if the munis you already own are at risk. -
Analysts Alert : Edward Jones : Should You Be Concerned about Your Municipal Bonds?
Posted on February 28, 2011 | No CommentsRecent claims about the deteriorating credit quality of municipal bonds have lead many investors to be concerned about an increase in defaults and downgrades. Fixed Income Strategist Mario De Rose reviews the current municipal bond environment, its challenges and steps investors should consider.
