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ETF Specialist

Hands-On Tactical Bond Strategies

Three strategies to consider, and two to avoid.

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A version of this article previously appeared in the March 2020 issue of Morningstar ETFInvestor. Click here to download a copy. 

Tactical bond investing is hard to do well. For most investors, the best approach is to find broadly diversified, low-cost funds with risks they're comfortable taking and to stick with them. That said, there are some strategies, based on value and momentum, worth considering. Here's a closer look at some moves that might be worth making and some to avoid.

Alex Bryan does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.