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Dec 31, 2022 · More broadly, the Bloomberg U.S. Aggregate Float Adjusted Bond Index fell by as much as 12.7% year-to-date through June 14, 2022—the most it’s lost in this short a time in 40 years. 1. Treasury yield curve change from year-end 2021 to end of 2022. Note: Data includes the rate hike in December 2022 and subsequent market reaction.
May 11, 2024 · Reviewed by. Cierra Murry. SARINYAPINNGAM / Getty Images. Utility stocks are definitely subject to interest rate risk and can be significantly impacted by changes in interest rates ....
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News about stock market, Fed, interest rates
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Apr 14, 2022 · If, as the Fed has suggested, rising interest rates can solve the inflation problem and bring that down to 2% or 3%, then you have a net benefit for utilities. But certainly, there's no...
Oct 3, 2023 · The SPDR S&P 500 Utility Sector ETF ( XLU) fell 4% on Monday and recovered to end the next day higher. Year to date the ETF is down a whopping 21%. Much of the damage on the normally "safe-haven"...
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- Ines Ferré
- Katherine Lynch
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- U.S. Equity vs. Taxable Bond Fund Flows. Short-Term Bond Funds Fall Out of Favor. Short-term bond funds once fueled taxable bond inflows. Aside from intermediate-term bond funds, short-term bond funds were the most popular category in 2020 and 2021.
- Short-Term Bond vs. Ultrashort Bond Fund Flows. Intermediate-term bonds—common building blocks for portfolios—have yielded less but drawn in money. Over the past year, intermediate-term and intermediate-term core plus funds have collected $146.5 billion, the most of any taxable bond category.
- Average Bond Fund Yields. As interest rates have stayed elevated, investors have turned to longer-term funds. Long-government funds were the most popular taxable bond category last year, during which time they hauled in $46.4 billion.
- Government Bond Fund Flows. Investors No Longer Reaching for Yield. Along with the move to longer-term funds, investors reversed course on high-yield bond funds as the Fed started raising interest rates.
Aug 9, 2022 · How bonds perform when interest rates rise. How to stress-test your bond funds. What types of bonds investors should own. Watch the full webcast: "Your 2022 Midyear Portfolio Checkup."
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May 8, 2017 · Rising interest rates can impact utilities more than other sectors because they can make bonds more attractive to conservative investors seeking that yield. The high capital cost/debt levels of operating a utility also increases borrowing costs with rising interest rates eating deeper into earnings.
