What’s not to like about falling prices? For one thing, it’s the fear that a long-term decline in financial assets will have businesses and consumers in a vicious cycle that leads to even lower prices and the destruction of demand. Japan witnessed such an occurrence in the early 1990s and every bump in the global economic recovery stokes similar fears in investors. Amid such an environment, some investors have sought longer-term bonds and related ETFs to lock in a fixed interest rate while stabilizing the relative risk of re-investment. If demand for long-term bonds increases with higher deflationary expectations, so may the prices of long-term bonds and related ETFs.This motif provides exposure to ETFs holding long-duration US Treasury, municipal and investment-grade corporate bonds.See More
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(1) Jeff Cox, “Amid Deflation Worries, Pros Turning to Long-Term bonds,” cnbc.com, Aug. 2, 2010, http://www.cnbc.com/id/38524168/Amid_Deflation_Worries_Pros_Turning_to_Long_Term_Bonds (accessed Aug. 12, 2012).
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How We Built This Motif
Identified US-listed ETFs that invest in long-duration US Treasuries, Municipal bonds, and investment-grade corporate bonds
Segmented the ETFs based on the primary class of bonds held
Selected ETFs within each category that best fit the motif idea based on a variety of parameters such as expense ratios (an ETF’s cost to run the fund), liquidity metrics (how easily an ETF can be bought or sold), assets under management, holdings, credit ratings (a judgment of the fund’s credit worthiness by independent rating agencies), etc.
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Weighted each ETF within the motif based on its duration
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No optimization required
Click here for more details on how motifs are built.