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March 21, 2024

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Client Update: March 2024

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BondBloxx and IR+M launch US tax-aware bond ETF

BondBloxx, an exchange-traded fund issuer specializing in bond ETFs, has joined with fixed-income asset manager Income Research + Management to launch a new ETF designed to maximize after-tax income on a bond portfolio, the firms said on Thursday.

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BondBloxx Breaks Out New Tax-Aware ETF

On Thursday, BondBloxx partnered with Income Research + Management (IR+M) to launch the BondBloxx IR+M Tax-Aware Short Duration ETF (NYSE Arca: TAXX).

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Fund Files: BlackRock PM comes off $2bn fund, BondBloxx launches active ETF

Veteran BlackRock portfolio manager Joseph Wolfe has come off of the $1.9bn BlackRock Large Cap Focus Value fund (MABAX) and the $7.8m BlackRock Global Impact fund (BGIMX), according to filings with the Securities and Exchange Commission (SEC).

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Income Research + Management and BondBloxx Launch New Fixed Income ETF that Aims to Maximize After-Tax Income

Partnership between two leaders in fixed income investing brings IR+M’s institutional investment heritage and tax-aware strategy to the broader marketplace for the first time. Designed for investors seeking core bond exposures, TAXX aims to maximize after-tax income by optimizing across a wider opportunity set of short duration municipal and taxable bonds.

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LDI Monitor, February 2024

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Checking in on the CMBS Market (Again)

Following the collapse of Silicon Valley Bank (SIVB) and additional stresses in the banking sector, the commercial real estate (CRE) market has been the latest sector to come under the microscope.

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Insurance Industry Trends: Back to Basics, But With More Yield!

Our annual analysis of insurance company filings examines trends and changes that occurred in insurance companies’ investment portfolios during 2022.

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Data provided as of January 2, 2024
@ 2024 Income Research + Management. All Rights Reserved.
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