BNDX Vanguard Total International Bond ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
11:13
01 сен
01 сен
German bund yields face issuance headwind.
German government bond issuance next year will be a key headwind driving German yields higher from current levels.
Сред.
03:40
21 авг
21 авг
Weaker dollar supports international, EM assets.
Because Peter believes the dollar will ultimately end up lower, he also owns international stocks and international bonds, particularly in emerging markets, which he expects to benefit from a weaker dollar.
Сред.
15:19
20 авг
20 авг
Investors underallocated to international bonds.
With global yields rising and U.S. fiscal deficits persistent, domestic investors are underallocated to global bonds; adding international fixed-income exposure can diversify away from U.S. dollar-denominated debt.
Сред.
06:53
16 авг
16 авг
Short French bonds against German Bunds.
France faces a severe fiscal deficit and rising political risk from populist extremes, making French government bonds unattractive relative to German Bunds.
Выс.
12:00
15 авг
15 авг
He favors European fixed income over U.S.
Within his diversified fixed income allocation, he explicitly owns more European fixed income than U.S. fixed income, indicating a relative preference for Europe, though no detailed country-specific reasoning is given beyond diversification and quality.
Низ.
23:00
14 авг
14 авг
High yields make diversified fixed income attractive
Rieder argues high real rates let investors build a diversified fixed-income portfolio with almost 7% yield at an average A- rating and less than three years of interest-rate exposure, without stretching credit risk. He says high yield should be trading 150-200 basis points lower in yield, and he owns high yield, emerging markets, securitized assets, and more Europe than the U.S.
Выс.
17:32
07 авг
07 авг
Favor European bonds for yield.
European fixed income offers attractive yields without needing to stretch credit quality, and the fund has been adding exposure.
Выс.
14:44
07 авг
07 авг
Add European fixed income.
After the backup in rates, investors can hit yield targets without going down in credit quality or stretching for illiquidity. European fixed income is attractive in this environment and BlackRock has been adding to it.
Сред.
07:21
23 июн
23 июн
Облигации растут на фоне завершения инфляционного импульса, вызванного войной.
Инфляционный импульс, связанный с военными действиями, по-видимому, подходит к концу, поскольку заключение мирного соглашения представляется вероятным. Это должно принести некоторое облегчение в части доходности, потенциально позволив европейским облигациям вырасти, даже если для рынков акций это движение может оказаться незначительным.
Сред.
14:51
05 июн
05 июн
European fixed income offers attractive carry.
European fixed income is interesting because it has already priced in rate hikes, unlike the US, so the carry and balance fit well in a portfolio. The ECB is likely to hike further, but the market has already discounted that, making European bonds more compelling on a relative basis.
Сред.
11:53
17 апр
17 апр
Like European fixed income.
European fixed income is liked, especially in the current environment where monetary policy steps are important, and it offers investable ways to participate in the market with a focus on stability.
Сред.
19:01
20 мар
20 мар
The author believes the market is over-pricing future interest rate hikes in Europe and the UK.
The author believes the market is over-pricing future interest rate hikes in Europe and the UK, suggesting a contrarian trade where those hikes fail to materialize, which would be bullish for bond prices.
Сред.
17:44
16 мар
16 мар
"We think it's more of a buy outside the U.S. We like Europe, core Europe. The idea of two hikes priced in this year is not appropriate." The market is pricing in rate hikes for the ECB due to the inflationary impact of the energy shock. However, central banks typically look through supply shocks. The severe hit to European economic growth from triple-digit oil prices will ultimately force the ECB to cut rates, not hike them, driving bond yields lower. LONG European sovereign bonds as the market is incorrectly pricing in ECB rate hikes during a growth-destroying energy shock. If the energy shock causes persistent stagflation and the ECB rigidly prioritizes its inflation mandate over economic growth, they may actually hike rates, hurting bond prices.
15:34
22 фев
22 фев
The author expects Rest of World (ROW) bonds to outperform US Treasuries (UST) on a long-term.
The author expects Rest of World (ROW) bonds to outperform US Treasuries (UST) on a long-term basis, citing the relative unattractiveness of a US-based 60/40 portfolio.
Выс.
Об аналитическом покрытии BNDX
Buzzberg отслеживает BNDX (Vanguard Total International Bond ETF) в 5 источниках. Бычьих сигналов: 12, медвежьих: 1, от 10 аналитиков. Сентимент преимущественно бычий (79%). Всего отслеживается 14 торговых идей. За последние 7 дней: медвежьих: 1. Последние спикеры: Laura Cooper, Peter Boockvar, Collin Martin.