: Major investment-grade offerings in 2017 included multi-billion dollar issuances from Microsoft ($16.9B), Amazon ($15.9B), and Broadcom ($13.5B).
: Identified by Morningstar as a top-performing fund for 2017, focusing on higher-yielding opportunities. 2017 Market Highlights & Trends
: Favored for its low fees and high-quality (single-A) holdings, offering a conservative play in a rising-rate environment.
The bond market in 2017 was characterized by rising short-term interest rates as the Federal Reserve implemented multiple hikes, yet long-term bonds unexpectedly outperformed short-term counterparts. Investment-grade and high-yield corporate bonds both saw strong returns of 6.4% and 7.5%, respectively, supported by tightening credit spreads.
: Recommended for its ability to navigate rising rates by holding asset-backed bonds, such as private mortgages.
: Despite rising rates, long-term U.S. Treasury bonds returned 8.5%, significantly outpacing short-term bonds, which returned only 0.7%.
: Major investment-grade offerings in 2017 included multi-billion dollar issuances from Microsoft ($16.9B), Amazon ($15.9B), and Broadcom ($13.5B).
: Identified by Morningstar as a top-performing fund for 2017, focusing on higher-yielding opportunities. 2017 Market Highlights & Trends
: Favored for its low fees and high-quality (single-A) holdings, offering a conservative play in a rising-rate environment.
The bond market in 2017 was characterized by rising short-term interest rates as the Federal Reserve implemented multiple hikes, yet long-term bonds unexpectedly outperformed short-term counterparts. Investment-grade and high-yield corporate bonds both saw strong returns of 6.4% and 7.5%, respectively, supported by tightening credit spreads.
: Recommended for its ability to navigate rising rates by holding asset-backed bonds, such as private mortgages.
: Despite rising rates, long-term U.S. Treasury bonds returned 8.5%, significantly outpacing short-term bonds, which returned only 0.7%.