Yield to Worst

Weitz Ultra Short Government Fund Q3 2022 Commentary

This material must be preceded or accompanied by a prospectus or simplified prospectus. Data is for the quarter ending 09/30/2022. The opinions expressed are those of Weitz Investment Management and are not intended to be used as investment advice or to predict or project the future performance of any investment product. Opinions are current through […]

Yield to Worst

Unseasonable rains can wreak havoc and increase inflation

Unseasonal rains can play a significant role in impacting the path of inflation. The terminal repo rate could top 6.5% as the Fed rate now rises to 125 basis points in 2022, according to an internal report from the SBI’s economic research arm. CPI inflation for September rose to 7.41%. A decomposition of CPI food […]

Yield to Worst

Treasury yields could peak above 8% – Make no mistake

DNY59 Oldtimers remember Paul Volcker’s brutal treatment of runaway inflation in the 1970s and early 1980s. His decision to raise interest rates sharply caused a sharp but short recession. He did the trick. Inflation slowed and the bond market started a 40 year bull market. The years following Volcker’s tenure were characterized by increasingly interventionist […]

Yield to Worst

Investment Grade bonds: possibility of guaranteeing attractive returns

Marie Vonotna Introduction There is no need to recount the turmoil of the market in 2022, the rise in inflation and the sharp rise in interest rates following the movements of the Fed and the action of the market. At the time of this writing, the yield on 10-year Treasury bonds is to just under […]

Yield to Worst

New Investment Announcements in Q1FY23 up to Rs 4 35 Lakh Cr Report

The State Bank of India said in a report on Wednesday that new investment announcements in the first quarter of FY2023 fell to Rs 4.35 lakh crore from Rs 5.75 lakh crore in Q4FY22. However, according to provisional figures from T2FY23, the same increased to Rs 7.73 lakh crore with a major contribution from Vedanta […]

Yield to Worst

What does the yield to maturity tell you?

Meaning of Yield to Maturity: An Overview YTM (Yield to Maturity) is the point of return expected on a bond if held to maturity. YTM is one that has a yield that is represented in annual terms. In other words, it is the IRR (internal rate of return) of a bond investment, assuming that the […]

Yield to Worst

FINS: Why this premium 8% yield CEF is now a good choice

Darren415 This article was first published to Systematic Income subscribers and free trials on September 6. The income market has been affected by two major trends this year: rising interest rates and widening credit spreads. These two the trends align very well with higher quality floating rate assets, which has led them to outperform this […]

Yield to Worst

Incredible 9+% Yields in Inflation-Protected Treasuries (NYSEARCA:STIP)

ryasick What to do with a non-stock part of your portfolio? The solutions vary, but today some Treasury Inflation-Protected Securities (TIPS) offer salivating returns without any credit risk. What about duration risks? Please read on. Briefly about TIPS This is a short introduction for those unfamiliar with TIPS. TIPS are government bonds currently offered in […]

Yield to Worst

Aim for a high income with a quality screen

Lari Bat By Kevin Flanagan With U.S. interest rates rising this year, and in some cases from near zero levels, investors faced a fixed income landscape not seen in several years. . I wrote about this in a blog post a a little over a month ago and wanted to update the story. This article […]

Yield to Worst

Emerging Markets High Yield Credit Shows Potential

This material is for informational purposes only and is not intended to be, nor should it be construed or construed as, a recommendation or advice, unbiased or otherwise. John Hancock Investment Management and its representatives and affiliates may receive compensation from the sale and/or any investment made in its products and services. The views presented […]

Yield to Worst

Muni Flaws: Should Investors Be Worried?

By Michael CohickSenior Product Manager Despite rating changes and volatility in the municipal bond market for 2021, Moody’s annual report offers an overall picture of stability. We explore the main results. At the end of April, Moody’s Investors Service published its annual municipal bond market overview.U.S. municipal bond defaults and recoveries, 1970-2021, with updates through […]

Yield to Worst

Bitcoin Could Hit a 10% Adoption Rate by the End of the Decade

“Hands of lettuce” is a phrase some people use to describe an investor who sells their Bitcoin at the first sign of trouble, often at a loss. An example of its use in a sentence might be: “Elon Musk has lettuce hands because he sold 75% of Tesla’s Bitcoin holdings in Q2.” The sentence above […]

Yield to Worst

Weitz Investment Short Duration Income Fund Q2 2022 Commentary

Additional disclosure: This document must be preceded or accompanied by a prospectus or a simplified prospectus. Data is for the quarter ending 06/30/2022. The opinions expressed are those of Weitz Investment Management and are not intended to be used as investment advice or to predict or project the future performance of any investment product. Opinions […]

Yield to Worst

Weitz Investment Core Plus Income Fund Q2 2022 Commentary

Allkindza/E+ via Getty Images The Institutional Class Core Plus Income Fund returned -4.68% in the second quarter, compared to a return of -4.69% for the Bloomberg US Aggregate Bond Index ((Agg.)). Since the beginning of the year, the Fund’s institutional category has posted a return of -8.50% against -10.35% for the index. Negative absolute results […]

Yield to Worst

Is the stage set for a golden comeback?

gold prices have been making gains lately, which could pave the way for a comeback. The precious metal has been stifled by rising interest rates fueling a strong dollar heading into the second half of 2022. “Gold headed for its first weekly gain in six on Friday (July 22) as a pullback in U.S. Treasury […]

Yield to Worst

7 Best Funds for Conservative Investors

InvestorPlace – Stock market news, stock advice and trading tips Before selecting the best funds for conservative investors, it’s important to understand what sets a conservative investor apart from the rest of us. The TSI Wealth Network definition suggests, “[A] A conservative investor is someone who constructs a stock portfolio with the goal of earning […]

Yield to Worst

There is income in fixed income securities

DNY59 By Kevin Flanagan Being a “bond guy,” there’s little doubt about what I think has been the headline in the markets this year: rising rates. We can say that I also think that I will not have much hindsight on this conclusion either. As investors grapple with continued inflation, recession fears and a Federal […]

Yield to Worst

Preference Weekly Review: Are the fixed/floating preferences of 2024 under threat?

shapecharge/iStock via Getty Images This article was first published to Systematic Income subscribers and free trials on June 25. Welcome to another installment of our Preferred Markets Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as top-down, providing an overview […]

Yield to Worst

Understanding Loss Given Default Review of Three Approaches

Loss Given Default (LGD), often the term used to refer to the “severity of loss” of an investment, estimates the portion of an exposure (bond or loan equivalent) that is unlikely to be recovered in the event of default. When it comes to estimating the LGD of financial transactions, various techniques can be applied. In […]

Yield to Worst

A Guide to ESG Strategies for Municipal Bond Investors

gesrey/iStock via Getty Images By Erin Bigley, CFA; Marc Uy; Gavin Romm, CFA; and Larry Bellinger, CFA Municipal bond investors increasingly want to apply environmental, social and governance (ESG) considerations to their portfolios. But, given the wide range of approaches, it can be difficult to know where to start. We have identified three key strategies […]

Yield to Worst

Muni Bonds: Tax & Safe High Yield? (NYSEARCA: MUB)

designer491/iStock via Getty Images 2022 has been downright terrible for bond investors. At least it had been. Fixed income securities have actually provided some weight to a balanced portfolio over the past two months. Consider that since late April, the iShares Aggregate Bond market ETFs (AGG) posted a positive total return while the SPDR S&P […]

Yield to Worst

Finding the balance between yield and duration in bond ETFs

Kameleon007/iStock via Getty Images This article was first published to Systematic Income subscribers and free trials on May 18. A big part of income-driven investing is about maximizing the returns offered while minimizing the risks investors are exposed to. to take to achieve these returns. In this article, we take a look at futures ETFs […]

Yield to Worst

Favorite Weekly Review: Duration Stabilization Brings Some Relief

da-kuk/E+ via Getty Images This article was first published to Systematic Income subscribers and free trials on April 30. Welcome to another installment of our Preferred Markets Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as top-down, providing an overview […]

Yield to Worst

A few ideas for returns above 8% to take advantage of rising short-term rates

Diego Thomazini/iStock via Getty Images One of the most significant developments in the income market in recent months has been the interrelated dynamics of relatively persistent inflation, an increasingly hawkish Fed, and the associated sharp rise in short-term rates. In this article, we highlight the preferred securities that should benefit from this sharp rise in […]

Yield to Worst

Building a moat against rising rates with Asian bonds

As with any major policy change, the first US rate hike since 2016 is expected to trigger market volatility. While investors may have already considered this possibility, the difficult part remains: how to position themselves for this pivot? Rising rates require robust risk management, as bond values ​​typically fall. For investors with greater flexibility to […]

Yield to Worst

Preference Market Review: Fixed/Float Gets a Boost

da-kuk/E+ via Getty Images This article was first published to Systematic Income subscribers and free trials on February 13. Welcome to another installment of our weekly preference market review where we discuss activity in the preferred bond and baby bond market both from the bottom up, highlighting individual news and events, as well as top […]

Yield to Worst

Chart: A robust sledge for investment-grade credits

Inflation has remained stubbornly high, with the latest CPI reading showing a 7% annual increase in December. In response, the Federal Reserve has become more hawkish on short-term rates and its long-term bond buying program. In 2021, the Bloomberg US Corporate Bond Index lost more than 1%, and the prospect of higher interest rates could […]

Yield to Worst

NRZ.PD: A Comparison of Preferred New Residential Investments

SasinParaksa/iStock via Getty Images (This article was co-produced with Hoya Capital Real Estate) introduction I’m always on the lookout for baby bonds and Preferreds, with a preference for those that have a maturity date, either to replace a called or matured asset or to expand the date range or size of my scale of bonds. […]

Yield to Worst

Preferred Market Weekly Review: Suspension of OTC Dividends

da-kuk/E+ via Getty Images This article was first published to Systematic Income subscribers and free trials on January 8th. Welcome to another installment of our weekly preference market review where we discuss activity in the preferred bond and baby bond market both from the bottom up, highlighting individual news and events, as well as top […]

Yield to Worst

What is an investment return? | Learn more

When you become an investor, you buy an investment vehicle. The money you choose to invest becomes your principle and whatever the value of that investment becomes your return. But the return is what you get after you have already made an investment. To understand how good (or bad) potential the investment is, you have […]

Yield to Worst

Crypto Crash Pushes Cardano Lower in Ranks and Shiba Inu Wins on Dogecoin

The global crypto market has crashed more than 6% in the past 24 hours, with Bitcoin plunging below $60,000 and Ethereum’s price surging from $4,000. Cardano is now trading below its critical $2 support level and has fallen further down the charts, currently ranking fifth. Dogecoin also slipped to 10th place, with Shiba Inu saving […]

Yield to Worst

Understanding bond yields is essential for assessing the potential risks and rewards of fixed income assets.

Bond yields are an important tool in making investment decisions. LaBrigade / Getty The yield on a bond is the return you get on a bond over a period of time. There are several types of bond yields. These can be used to assess the risk and value of a bond. Bond yields are inversely […]

Yield to Worst

Bond prices versus yield: key differences

” Obligations “ Bonds are popular security for bond investors and those looking for stability in their portfolios. Understanding how bonds, which are essentially corporate or government IOUs, generate income requires an understanding of a bond’s price and its yield, both of which can fluctuate. Here’s how to understand bond prices and bond yields. If […]

Yield to Worst

Asphalt tender approved by Yorkton Council

Yorkton Council received an update on the City’s 2021 paving program at its regular meeting on Monday. Road improvements for 2021 include 50,500 square meters of asphalt milling and resurfacing at various locations around the city. Four bids were received and the recommendation was unanimously approved on Monday at Fedorowich Construction Ltd. for $ 1,286,280. […]

Yield to Worst

Stocks crash again on Wall Street as inflation worries rise

BEIJING – Inflation concerns rocked Wall Street on Wednesday, lowering the Dow Jones Industrial Average by more than 680 points and putting major stock indexes on track for their worst week in more than six months. The sell-off came as investors reacted to a surprisingly large rise in inflation last month that fueled concerns the […]

Yield to Worst

Consumer prices jumped 0.8% in April as concerns escalate

WASHINGTON (AP) – A worrying bout of inflation hit the U.S. economy in April, with consumer prices for goods and services rising 0.8% – the biggest monthly jump in more than a decade – and l year-over-year increase reaching its highest rate since 2008. The acceleration in prices, which has been building for months, has […]

Yield to Worst

Government Budgets: Is the Bond Market Broken for the Average Investor?

Regulators tell financial advisers that their clients should have portfolios tied to their risk tolerance. Historically, this has been accomplished with fixed income securities in portfolios. Generally, the older you are, the more secure your portfolio should be and the more fixed income you should have. The problem for years has been that bond yields […]

Yield to Worst

S & P / TSX Composite Posts Slight Rise, ‘Risk Appetite’ Raises Nasdaq, S&P 500

TORONTO – A ‘constant appetite for risk’ on the part of investors offset higher-than-expected US inflation data and news of a major setback for a COVID-19 vaccine maker as some US markets outperformed Canada’s main stock index. The S&P 500 Index closed 13.60 points higher at 4,141.59, while the high-tech Nasdaq composite rose 146.10 points […]

Yield to Worst

Yield to maturity vs. coupon fee: what is the distinction?

Yield to maturity versus coupon fee: an summary When buyers are contemplating shopping for bonds, they need to take into account two key items of data: the yield to maturity (YTM) and the coupon fee. Funding grade bonds are low threat investments that sometimes provide a barely increased fee of return than an ordinary financial […]

Yield to Worst

USask Livestock Research Receives Significant Investment to Advance Industry

SASKATOON – The Saskatchewan Agricultural Development Fund (ADF) will provide more than $ 6.5 million to support livestock research efforts at the University of Saskatchewan (USask). This includes operational funding for the Prairie Swine Center (PSC) ($ 1.9 million) and the Vaccine and Infectious Disease Organization (VIDO) ($ 1.58 million). A total of 19 individual […]

Yield to Worst

Definition of recalled

What’s recalled? Referred to as describes an occasion wherein a monetary contract is eradicated or terminated as a result of supply or redemption is important. Recall conditions often happen with choice contracts and callable bonds. In an funding case, this typically refers back to the compelled sale of securities wherein the investor has no say […]

Yield to Worst

Present yield vs yield to maturity

Whereas the present yield and yield to maturity (YTM) formulation can each be used to calculate the yield on a bond, every methodology has a distinct utility, relying on the precise goals of the investor. Key factors to recollect Bonds are debt securities that pay curiosity to traders, who primarily operate as collectors of issuers. […]

Yield to Worst

Choice Adjusted Unfold (OAS)

What’s Choice Adjusted Unfold (SV)? Choice Adjusted Unfold (OAS) is a measure of the unfold of a hard and fast revenue price and the risk-free price of return, which is then adjusted to account for a built-in choice. Usually, an analyst makes use of Treasury yields for the risk-free price. The unfold is added to […]

Yield to Worst

Crossborders crop project harvests 275 acres of wheat for Foodgrains Bank

The Crossborders Growing Project harvested 275 acres of land just east of Kola, Manitoba. The 275 acres produced 19,796 bushels of wheat. It took a little over two hours for the volunteers to complete the task. Due to the new normal it was not as crowded as it used to be. “There weren’t as many […]

Yield to Worst

Lockdown in Latin America in play: the main names of stocks and bonds that Credicorp supports

Latin American markets have been hit hard by the coronavirus crash, but the crisis has also created exciting opportunities to grab some of the region’s quality businesses at discount prices. In Credicorp Capital Asset Management’s latest market report, Peruvian firm’s purchasing research manager Darío Valdizán said responses to the pandemic have been varied across Latin […]

Yield to Worst

Understanding the several types of bond yields

One of many key issues to search for when due diligence on bond investments is to evaluate the bond’s yield or the rate of interest yield. This analysis of a bond’s yield, nonetheless, may be completed in quite a few other ways and lead you to totally different conclusions. As well as, particular kinds of […]

Yield to Worst

Definition of efficient yield

What’s the efficient yield? The efficient yield is the yield of a bond whose curiosity funds (or coupons) are reinvested on the similar charge by the holder of the bond. The efficient return is the whole return an investor receives, in contrast to the nominal return – which is the acknowledged rate of interest of […]

Yield to Worst

How can a bond have a unfavourable yield?

It’s doable however unlikely {that a} bond may have a unfavourable yield. To grasp how this may occur, you might want to know the way a bond’s yield is set. And bear in mind: this primarily considerations bond merchants who purchase and promote bonds within the secondary market, not particular person buyers who purchase bonds […]

Yield to Worst

Fixed Income Insi from Weitz Funds

Another decade has passed and it should be noted that its last year was almost the opposite of its predecessor. Where 2018 was a year to be forgotten in terms of mediocre returns across almost every asset class (bonds, stocks, commodities, etc.), 2019 was a banner year. In 2019, stocks and bonds celebrated as they […]

Yield to Worst

Municipal OS customary head scraper: Is the value “mounted on the date of the decision”?

On July 31, Sarasota County, Florida valued $ 10.215 million in compensation obligations, with annual installments starting from 2020 to 2038. The bonds will likely be callable on October 1, 2029. There may be an asterisk on the official assertion indicating that the three% 2038 tranche, which is priced in {dollars} at 101.925, is “priced […]

Yield to Worst

What’s the distinction between IRR and yield to maturity?

Inside price of return (IRR) and yield to maturity are calculations utilized by firms to worth investments, however they seek advice from various things. This is what every time period means, and an instance of when it is perhaps used. Inside price of return (IRR)It is a metric used when evaluating the profitability of potential […]

Yield to Worst

What does YTW mean in investments? | Finance

By: William Pirraglia | Reviewed by: Ryan Cockerham, CISI Capital Markets and Corporate Finance | Updated on March 05, 2019 In the investment world, YTW stands for Yield to Worst. YTW is the lowest potential return you can receive from a bond, assuming the issuer does not default. If the bond has call provisions, the […]

Yield to Worst

A short and long term perspective

From pension funds that invest in 100-year bonds to individuals who focus on monthly income, different types of investors have varying investment horizons. This blog is about the prospect of investing in high yield corporate bonds from a short and long term perspective. The idea of ​​investing in high yield bonds has become more mainstream, […]

Yield to Worst

5 profitable tech companies with above-average bond yields

The recent widespread sell-off in debt markets is naturally boosting corporate bond yields. As it stands, it hasn’t been too difficult to find tech companies that, given their balance sheets and cash flow profiles, had very little risk of default but still had outstanding debt. over the next few years that yielded more than 4%, […]

Yield to Worst

How to value corporate bond ETFs

Exchange Traded Funds (ETFs) really opened up corporate bonds to individual investors, and now there is a plethora of different corporate bond ETFs that investors can buy. They range from short-term bonds, high-yield, investment-grade debt (historically referred to as “junk bonds”) to bond ETFs that exclude certain sectors such as financials. The majority of corporate […]

Yield to Worst

Simple math terms for fixed coupon corporate bonds

Bonds, in general, are simply debt instruments that allow companies, or the government, to finance their capital needs by finding investors who are willing to lend them an amount in return for interest for a period, before repaying. the principal amount of the loan in full. . There are specific rates and periods on which […]

Yield to Worst

Definition of worst-case propagation

What is the worst propagation? Spread-to-worst (STW) measures the dispersion of returns between the best performing and the worst performing security in a given market, typically bond markets, or between the returns of different markets. Key points to remember Spread-to-worst (STW) measures the dispersion of returns between the best performing and the worst performing security […]

Yield to Worst

What does a negative bond yield mean?

When investors buy bonds, they are essentially lending money to bond issuers. In return, bond issuers agree to pay investors interest over the life of the bond and repay the face value at maturity. The money that investors earn from interest is called a return. Many times this return is positive, but there are certain […]

Yield to Worst

Definition of yield

What is a return? Return refers to the income generated and realized on an investment over a period of time. It is expressed as a percentage based on the amount invested, the current market value or the face value of the security. Yield includes interest earned or dividends received from holding a particular security. Depending […]

Yield to Worst

How to calculate worst case yield

There’s a lot more to investing in bonds than just looking at the stated interest rate, or coupon. Many bonds are callable, which means that the issuing company has the right to redeem the bonds early on one or more predetermined dates. If this happens, your actual return from holding the bond could potentially be […]

Yield to Worst

How To Read Bond Charts and Monthly Bond Yield Charts | Finance

Finance Invest Investing for beginners How to read bond tables and monthly bond yield tables By: Giulio Rocca There are many newspapers, websites and TV programs that offer detailed information about the bond market. Hemera Technologies / AbleStock.com / Getty Images If you are planning to invest in the bond market, you should learn how […]

Yield to Worst

What does the unamortized discount mean? | Finance

What does the unamortized discount mean? | Finances – Zacks Home Actions Actions + Funds Funds + Earnings Earnings + Screening Screening + Finance Finance + Wallet Wallet + Education Education + Services Services + Why Zack? Learn how to be a better investor. Finance Invest Investing for beginners What does the unamortized discount mean? […]

Yield to Worst

Common Mistakes in the Bond Valuation Process | Finance

Common Mistakes in the Bond Valuation Process | Finances – Zacksmarket value of a specific bond issue. This method involves determining the current value of the interest payments tied to the bond and the total value of the bond at its date of maturity, an amount known as the bond’s face value. The bond …”/> […]

Yield to Worst

21 buzzwords Goldman Sachs thinks every investor should know by now

Sector affected: Aeronautics and defense Space is crowded. “Space congestion is the result of more than 50 years of launches, operations and accidents,” wrote Goldman analyst Noah Poponak. “When satellites are destroyed, they litter certain orbital pathways with shrapnel that can propagate and destroy other satellites, creating an exponential risk effect. Major space powers like […]

Yield to Worst

The difference between long and short yields on bonds

Investors regularly turn to bonds when they want an investment that will provide them with predictable income streams. Since the most important aspect of a bond is the amount of interest it pays, many investors don’t think much about the true price of a bond. Instead, they tend to trade bonds based on the yield […]

Yield to Worst

Does Market Volatility Offer Opportunities For High Yield Bonds?

Does Market Volatility Offer Opportunities For High Yield Bonds? by Jennifer Ponce de Leon, Columbia Threadneedle Investments We believe that the recent volatility and massive sell-off of US high yield offers an attractive relative investment opportunity, as yield premiums have broadened to provide appropriate compensation for current market risks. The overall market still warrants a […]

Yield to Worst

Bond pricing 101: don’t ignore premium bonds

Everyone loves to save money. It is therefore not surprising that investors find it difficult to understand why it can sometimes be advantageous to buy bonds that are sold at a premium. However, it does, and these distinct advantages should not be overlooked. A different perspective on bond prices Some investors may ask, “Why would […]

Yield to Worst

Gatherings organized in Canada in solidarity with the French victims of terrorism

MONTREAL – Canadians took to the streets of several cities on Sunday to express their solidarity and support for the victims of the recent terrorist attacks in Paris. Thousands of people marched through downtown Montreal, many chanting “Charlie” repeatedly, a reference to Charlie Hebdo, the satirical newspaper that was the target of the attack that […]

Yield to Worst

The ABCs of bond yields

Retirees who want fixed income as part of their asset allocation have several options to choose from. You can use bond funds, buy individual issues, or a combination of both. If you prefer funds, you can use exchange traded funds or traditional mutual funds. You can also choose to use managed funds or passive funds […]

Yield to Worst

Don’t hate all bonds, buy yield paper to call

Never in my 34-year bond career have I heard such vile and vitriolic hatred and fear of bonds. I understand the multiple explanations, but nothing happened. The ten-year Treasury still hovers around 2%. Junk bond yields and spreads are low and compressed. Still, it could last a lot longer. YTC stands for “yield to call” […]

Yield to Worst

The yield trap

Bond yields depend on the purchase price, the yield at the time of purchase, and the sale price. The rest is mathematical. Unfortunately, investors often have a hard time figuring out which “return” to use when trying to compare investments. There are a lot of them, and using the wrong output can give disappointing results. […]

Yield to Worst

The payout rate is not equal to the return

It’s easy to be wowed by what seems like a proverbial “free lunch” in the investment world. Nowhere is this more prevalent than in the world of fixed income securities (i.e. bonds and similar investments). There are many potential topics to discuss in this context. But perhaps the most common misconception I notice among investors […]