WisdomTree Mortgage Plus Bond Fund

MTGP is an actively-managed fund of U.S. securitized intermediate-term debt primarily agency mortgage-backed securities, which are rated investment grade and high yield.

By Kevin Flanagan Key Takeaways Investors using a barbell approach in fixed income can potentially enhance returns by adding securitized assets, such as the WisdomTree Mortgage Plus Bond Fund (MTGP), as a supplementary “plus” component.

Putting the “Plus” in a Barbell Plus Strategy

The Fed might follow its September interest rate cuts with similar moves well into 2025. So some market participants are reassessing opportunities in bonds.

These Could Be the Bonds to Bet On

Following the Federal Reserve's September interest rate cut, mortgage rates surprisingly have not declined. They've actually increased and that might be one of the reasons why mortgage-backed securities (MBS) have retreated in recent weeks.

MBS Could Be Marvelous Bond Ideas

Last week, the Federal Reserve delivered its widely awaited interest rate cut, paring rates by 50 basis points. That potentially signaled the central bank is on track to lower borrowing costs by 150 bps by Q2 2025.

MBS ETF Could Be Rate Cut Winner

The fixed income landscape is currently tricky for advisors and investors. There's little clarity as to exactly when the Federal Reserve will lower interest rates — the hope is September.

This MBS ETF Could Be Ready to Deliver for Income Investors

Flush with cash, domestic banks are looking to put some of that capital to work in credit markets. Recent data suggests those institutions are wading back into the collateralized loan obligation (CLO) and mortgage-backed securities (MBS) markets.

Buyers Returning to MBS Market

When it comes to bonds, advisors and investors are searching for appealing levels of income and reduced Treasury in preparation of the Federal Reserve potentially disappointing regarding multiple rate reductions this year.

Mull Mortgage-Backed Securities for Reduced Treasury Risk

Following an avalanche of interest rate hikes by the Federal Reserve spanning 2022 and 2023, an array of high-quality bond classes sport tempting yields. That includes various forms of U.S. government debt.

MBS Enthusiasm Could Lift This ETF

By Jeremy Schwartz, CFA, Global Chief Investment Officer In 2022, mortgage-backed securities (MBS) posted the worst annual return since the inception of the Bloomberg U.S. Mortgage Backed Securities Index.

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By Kevin Flanagan Head of Fixed Income Strategy and Scott Welch, CIMA ® Chief Investment Officer, Model Portfolios This article is relevant to financial professionals who are considering offering model portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional.

Learn to Yield

With 10-year Treasury yields hovering around 4.84%, the flirtation with 5% is ongoing and dangerous, spooking many fixed income investors in the process. However, it pays to remember that performances across the bond market are not linear.

Good Time to Consider Mortgage-Backed Securities

With mortgage rates at the highest levels in decades, it's reasonable to expect new mortgage applications will decline, but that doesn't mean fixed income investors should carry negative sentiment toward mortgage-backed securities (MBS). MBS are one of the largest corners of the bond market, accounting for nearly a quarter of the U.S.

Mull Mortgage-Backed Securities With MTGP

In 2021, there is a real struggle for income. Advisors are contending with a delicate balancing act of sourcing income in a low-yield environment while avoiding taking on too much credit or duration risk.

Refresh Income Proposition With Mortgage-Backed Securities

Most investors are quite comfortable with Treasuries, corporate bonds and/or municipals in their fixed income allocation, but the securitized space is often overlooked. Perhaps the most well-known component within this universe is agency mortgage-backed securities.

A Fresh Idea For Bond Investors

With income becoming harder to generate via traditional sources, advisors may want to consider a multi-asset approach to bolster equity and fixed income-laden portfolios. A good place to start is with the Global Multi-Asset Income Model Portfolios, which are part of WisdomTree’s menu of Modern Alpha Model Portfolios.

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