BNDX Vanguard Total International Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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11:13
Sep 01
Sep 01
German bund yields face issuance headwind.
German government bond issuance next year will be a key headwind driving German yields higher from current levels.
MED
03:40
Aug 21
Aug 21
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.
MED
15:19
Aug 20
Aug 20
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.
MED
06:53
Aug 16
Aug 16
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.
HIGH
12:00
Aug 15
Aug 15
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.
LOW
23:00
Aug 14
Aug 14
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.
HIGH
17:32
Aug 07
Aug 07
Favor European bonds for yield.
European fixed income offers attractive yields without needing to stretch credit quality, and the fund has been adding exposure.
HIGH
14:44
Aug 07
Aug 07
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.
MED
07:21
Jun 23
Jun 23
Bonds rally as war inflationary impulse ends.
The war-related inflationary impulse appears to be ending as a peace deal looks likely. This should bring some relief on the yield side, potentially allowing European bonds to rally, even though the move may be marginal for equity markets.
MED
14:51
Jun 05
Jun 05
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.
MED
11:53
Apr 17
Apr 17
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.
MED
19:01
Mar 20
Mar 20
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.
MED
17:44
Mar 16
Mar 16
"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
Feb 22
Feb 22
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.
HIGH
About BNDX Analyst Coverage
Buzzberg tracks BNDX (Vanguard Total International Bond ETF) across 5 sources. 12 bullish vs 1 bearish calls from 10 analysts. Sentiment: predominantly bullish (79%). 14 total trade ideas tracked. Past 7 days: 1 bearish. Latest voices: Laura Cooper, Peter Boockvar, Collin Martin.