AWTM Newsletter

Corporate Bonds Shrug off Mid East Tensions

Posted by Ian C. Carroll on Aug 19, 2019 3:48:18 PM

As managers of bond portfolios, we need to make educated, informed decisions about which sectors offer the best value. Today, one of our favorite sectors in the corporate bond market is the oil industry. The fundamentals have strengthened after years of efficiency improvements and we have confidence in the names we invest in. A series of scary headlines coming out of the Middle East have not changed our view.

Last month, Britain seized an Iranian vessel, then in a single day Iran responded by seizing two British oil tankers in the Strait of Hormuz. These events came on the heels of the U.S. imposing sanctions against Iran in November.

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Don't Focus on the Noise - The Fed will Stand Pat on Rates in June

Posted by John E. Kaprich on Jun 14, 2019 4:00:00 PM

If you're following the headlines about President Trump's trade dispute with China, and the back-and-forth with Iran, it's easy to get caught up in punditry and assume the worst, which is what bond investors do best. They assume the worst. And because of that, the bond market is expecting a couple of interest rate cuts by the Federal Reserve Open Market Committee (FOMC), the Federal Reserve's policy board, soon.

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Topics: Investment Strategy

Are Triple B-Rated Corporate Bonds the New As?

Posted by Ian C. Carroll on May 31, 2019 2:22:00 PM

In its May Financial Stability Report, the Federal Reserve said rising sales of risky corporate debt is a top vulnerability facing the US financial system.

However, instead of being scared by the Fed report or the accompanying headlines, we've dug a little deeper and see that, at least in the investment grade universe, there is a good balance between value to be had in the market now.

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Topics: Investment Strategy

Don't Fear the Yield Curve

Posted by John E. Kaprich on Apr 17, 2019 8:55:00 AM

I'm John Kaprich, Investment Director at Aware Asset Management; a firm focused on active fixed income management through a broad suite of fixed income products. One such product is the Aware Ultra-Short Duration Enhanced Income ETF (ticker: AWTM), an actively-managed fixed income ETF designed for investors looking for cash-plus solutions.

I’d like to welcome you to the inauguration of a new column discussing topics relevant to the bond market.

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Topics: Yield Curve, Investment Strategy


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