Posts Tagged ‘bond’

The relevance of YTM & the impact of rising rates

By Dan Hallett on July 7th, 2011

Last week, I wrote about not reading too much into distributions paid by bond mutual fund and bond exchange-traded funds.  I admit to being surprised by the sensitive chord this struck with many investors.  In the spirit of brevity and focus, I...

All synthetic bond funds are not equal

By Dan Hallett on December 10th, 2010

In the December issue of Investment Executive, I wrote about synthetic bond funds.  I couldn’t mention them by name in that article, but I used a couple of new Franklin Templeton synthetic bond funds to illustrate that not all new products of...

Tax-friendly bond exposure

By Dan Hallett on August 10th, 2010

In this morning’s Globe & Mail, I gave an overview of investors’ three main options for bond (or bond-like) exposure in taxable accounts.  It seems at least two preferred share funds escaped my radar.  I’d also like to touch...

Fees impact bond risk & return

By Dan Hallett on August 10th, 2010

Many financial advisors say that I harp too much on fees.  Many investors (and investor advocates) say that I’m not tough enough on fund fees.  Sometimes, I just can’t win.  But nowhere are fees more important than in the selection...

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