Fixed Income

Investors are playing defense with dividend ETFs and bonds.

“Corporates, municipals, high yield, and emerging markets present more opportunity than any time in the recent past.”

Even if stocks and bonds are now positively correlated, there are still plenty of days when the two asset classes don’t move together.

The diffuse ownership of public companies means that simply having seats at the table is no guarantee of swift changes in corporate behavior.

For the first time in over a year, cash-like funds are reliably paying regular dividends.

The path forward for markets will depend on the success of the Fed, the strength of the labor market and the persistence of inflation.

Nearly $3.5 billion of Series I savings bonds were sold in June as US investors flocked to their inflation-protected yields.

The pain may not be over for investors, but genuine value is being restored, government bonds are mitigating risk again, and the chief risks aren’t derailing the system’s functioning.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.