FlexShares iBoxx 5 Year Target Duration TIPS Index Fund (ARCA: TDTF)

에 대한 최신 뉴스 FlexShares iBoxx 5 Year Target Duration TIPS Index Fund (ARCA:TDTF)

FlexShares iBoxx 5 Year Target Duration TIPS Index Fund

The underlying index reflects the performance of a selection of inflation protected public obligations of the U.S. treasury, commonly known as TIPS, with a targeted average modified adjusted duration, as defined by the index provider, of approximately five years. Under normal circumstances, the fund will invest at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of the underlying index. The fund is non-diversified.

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글로벌 투자 대기업 블랙록은 물가연동채권에 대한 &#39;비중 확대&#39;를 발표하며 &#39;지속적인 인플레이션 압력&#39;과 미국 정부 재정의 지속가능성에 대한 우려 증가로 인한 위험을 완화하기 위한 전략적 전환을 예고했다.

블랙록, 미국 재정 지속가능성 우려 속 물가 상승에 베팅···고려할 만한 물가연동채권 ETF는?

Global investment giant BlackRock has announced being &#8220;overweight&#8221; on inflation-linked bonds, signaling a strategic shift to mitigate risks stemming from &#8220;persistent inflation pressure&#8221; and growing concerns over the sustainability of U.S. government finances.
What Happened: This move comes as the firm navigates a complex economic landscape characterized by transformative &#8220;mega forces&#8221; and a challenging outlook for long-term asset allocation.
A key driver for BlackRock&#8217;s pivot to inflation-linked bonds is the mounting pressure on U.S. fiscal sustainability.
The firm specifically cited <a href="https://www.benzinga.com/news/econ-s/25/05/45479078/moodys-downgrades-us-credit-rating-over-debt-deficit-concerns">Moody&#8217;s recent downgrade</a> of the U.S. government&#8217;s top-notch credit rating, which reinforced BlackRock&#8217;s long-standing concerns about persistent U.S. budget deficits, particularly as rising interest rates escalate debt servicing costs.
The note also highlights how the U.S. debt sustainability relies on large and steady funding by foreign investors.
&#8220;The downgrade reinforces the U.S. fiscal sustainability challenge that we&#8217;ve long flagged, especially persistent U.S. budget deficits at a time when higher interest rates are boosting debt servicing costs. If these dynamics dent the confidence of foreign bond holders, rising term premium could push up bond yields and debt servicing costs even more,&#8221; explained BlacRock in its note.
Consequently, BlackRock&#8217;s strategic starting point now incorporates an expectation of rising term premiums for U.S. Treasuries and persistent inflation.
&#8220;That's why our starting point also includes our expectation of rising term premium for U.S. Treasuries and persistent inflation pressure. We go overweight inflation-linked bonds and neutral global investment grade credit given wider spreads,&#8221; the note stated.
These securities are designed to protect investors from inflation by adjusting their principal value based on changes in the Consumer Price Index (CPI), ensuring that the real value of the investment is preserved.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45512063/ray-dalio-warns-against-decreasing-value-of-us-dollar-amid-mounting-government-debt-risks-are-greater-than-the-rating-agencies-are-conveying">Ray Dalio Warns Against Decreasing Value Of US Dollar Amid Mounting Government Debt: &#8216;Risks Are Greater Than The Rating Agencies Are Conveying&#8217;</a>
Why It Matters: For investors seeking exposure to this strategy, a few of the inflation-linked bond ETFs available include:
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Inflation-Linked Bond ETFs</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTIP#NASDAQ">VTIP</a>)</td>
<td>3.03%</td>
<td>3.68%</td>
</tr>
<tr>
<td>iShares TIPS Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TIP#NYSE">TIP</a>)</td>
<td>2.04%</td>
<td>2.21%</td>
</tr>
<tr>
<td>Schwab U.S. TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHP#NYSE">SCHP</a>)</td>
<td>2.44%</td>
<td>2.05%</td>
</tr>
<tr>
<td>iShares 0-5 Year TIPS Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STIP#NYSE">STIP</a>)</td>
<td>1.79%</td>
<td>3.15%</td>
</tr>
<tr>
<td>FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDTT#NYSE">TDTT</a>)</td>
<td>1.99%</td>
<td>2.29%</td>
</tr>
<tr>
<td>SPDR Bloomberg 1-10 Year TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TIPX#NYSE">TIPX</a>)</td>
<td>2.49%</td>
<td>2.87%</td>
</tr>
<tr>
<td>SPDR Portfolio TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPIP#NYSE">SPIP</a>)</td>
<td>1.85%</td>
<td>1.22%</td>
</tr>
<tr>
<td>FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDTF#NYSE">TDTF</a>)</td>
<td>2.41%</td>
<td>2.10%</td>
</tr>
<tr>
<td>PIMCO 15+ Year US TIPS Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTPZ#NYSE">LTPZ</a>)</td>
<td>-0.90%</td>
<td>-4.69%</td>
</tr>
<tr>
<td>PIMCO 1-5 Year US TIPS Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STPZ#NYSE">STPZ</a>)</td>
<td>2.23%</td>
<td>3.88%</td>
</tr>
</tbody>
</table>
</figure>
&#8220;Economic transformation makes long-term portfolio construction more challenging,&#8221; BlackRock concluded, emphasizing its new approach of utilizing a starting point scenario for strategic views while formally tracking other potential outcomes to ensure portfolio agility.
While U.S. assets remain central to their portfolios, the move into inflation-linked bonds underscores a proactive stance against emerging fiscal and inflationary headwinds.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Monday. The SPY was up 0.11% to $594.85, while the QQQ advanced 0.096% to $522.01, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
On Tuesday, the futures of the S&amp;P 500, Dow Jones, and Nasdaq 100 indices were trading slightly lower.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45510990/federal-reserve-should-do-nothing-at-all-about-the-rising-yields-says-craig-shapiro-let-the-bond-vigilantes-eat" target="_blank" rel="noreferrer noopener">Federal Reserve Should Do ‘Nothing At All' About The Rising Yields, Says Craig Shapiro: ‘Let The Bond Vigilantes Eat'</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Tada Images / Shutterstock.com

BlackRock Bets On Inflation, Goes 'Overweight Inflation-Linked Bonds' Amid US 'Fiscal Sustainability Challenge:' Here's A List Of ETFs Investors Can Consider

FlexShares, the ETF unit of Northern Trust (NASDAQ: <a class="ticker" href="/stock/ntrs#NASDAQ">NTRS</a>), could be looking to boost the size of its ETF lineup in a big way. The firm, which currently sponsors four funds, has filed plans with the Securities and Exchange Commission to possibly introduce six new dividend ETFs.

The <a href="http://www.sec.gov/Archives/edgar/data/1491978/000119312512359261/d397807d485apos.htm">filing for the funds did not include tickers or expense ratios</a>. If the funds come to market, the filing indicates they will trade on the New York Stock Exchange.

FlexShares filed plans for the following ETFs: the FlexShares Quality Dividend Index Fund, the FlexShares Quality Dividend Dynamic Index Fund , the FlexShares Quality Dividend Defensive Index Fund, the FlexShares International Quality Dividend Index Fund, the FlexShares International Quality Dividend Dynamic Index Fund and the FlexShares International Quality Dividend Defensive Index Fund.

FlexShares currently sponsors the FlexShares Morningstar Global Upstream Natural Resources Index ETF (NYSE: <a class="ticker" href="/stock/gunr#NYSE">GUNR</a>), the FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (NYSE: <a class="ticker" href="/stock/tdtt#NYSE">TDTT</a>), the FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (NYSE: <a class="ticker" href="/stock/tdtf#NYSE">TDTF</a>) and the FlexShares Morningstar U.S. Market Factor Tilt Index ETF (NYSE: <a class="ticker" href="/stock/tilt#NYSE">TILT</a>). 

GUNR is the largest with almost $446 million in assets under management.

Broad U.S. Equity ETFs

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After-Hours Center

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GUNR

NTRS

TILT

FlexShares Files Plans for 6 Dividend ETFs

Northern Trust's (NASDAQ: <a class="ticker" href="/stock/ntrs#NASDAQ">NTRS</a>) FlexShares family of ETFs, which debuted in September 2011, have reached a combined $1 billion in assets under management, the firm announced today.

"The demands of investors and the advisors who serve them continue to drive the evolution in the ETF landscape," said Shundrawn Thomas, head of Northern Trust's Exchange Traded Funds Group, in a statement. "Passing the $1 billion mark is an important milestone for us and affirms that our focus on distinctive products is valued by investors."

The four FlexShares ETFs are as follows: The FlexShares Morningstar U.S. Market Factor Tilt Index ETF (NYSE: <a class="ticker" href="/stock/tilt#NYSE">TILT</a>), the FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (NYSE: <a class="ticker" href="/stock/tdtf#NYSE">TDTF</a>), the FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (NYSE: <a class="ticker" href="/stock/tdtt#NYSE">TDTT</a>) and the FlexShares Morningstar Global Upstream Natural Resources Index ETF (NYSE: <a class="ticker" href="/stock/gunr#NYSE">GUNR</a>).

With over $381.6 million in AUM, the FlexShares Morningstar Global Upstream Natural Resources Index ETF is the largest of the FlexShares ETFs. The FlexShares iBoxx 3-Year Target Duration TIPS Index Fund is the second-largest with almost $327 million in AUM.

Sector ETFs

Bonds

Commodities

Intraday Update

FlexShares ETFs Top $1B in AUM

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

글로벌 투자 대기업 블랙록은 물가연동채권에 대한 &#8216;비중 확대&#8217;를 발표하며 &#8216;지속적인 인플레이션 압력&#8217;과 미국 정부 재정의 지속가능성에 대한 우려 증가로 인한 위험을 완화하기 위한 전략적 전환을 예고했다.
무슨 일 있었나: 이러한 움직임은 변화하는 &#8216;거대 세력&#8217;과 장기 자산 배분에 대한 도전적인 전망으로 특징지어지는 복잡한 경제 환경을 헤쳐나가는 과정에서 나온 것이다.
블랙록이 물가연동채권으로 전환한 주요 동인은 미국 재정의 지속가능성에 대한 압박이 가중되고 있다는 점이다.
특히 무디스가 최근 미국 정부의 신용등급을 최고 수준 이하로 <a href="https://www.benzinga.com/news/econ-s/25/05/45479078/moodys-downgrades-us-credit-rating-over-debt-deficit-concerns" target="_blank" rel="noopener">강등하면서</a>, 금리 상승으로 부채 상환 비용이 증가함에 따라 지속적인 미국 예산 적자에 대한 블랙록의 오랜 우려를 강화한 점을 언급했다.
또한 미국 부채의 지속가능성이 해외 투자자들의 대규모의 안정적인 자금에 의존하고 있다는 점도 강조했다.
"이번 신용등급 강등은 우리가 오랫동안 지적해 온 미국의 재정 지속 가능성 문제, 특히 금리 상승으로 부채 상환 비용이 증가하고 있는 상황에서 미국의 지속적인 재정 적자를 더욱 강화한다. 이러한 역학 관계로 인해 해외 채권 보유자의 신뢰가 떨어지면 만기 프리미엄이 상승하여 채권 수익률과 부채 상환 비용이 더욱 상승할 수 있다.&#8221;
따라서 블랙록의 전략적 출발점은 이제 미국 국채의 기간 프리미엄 상승과 지속적인 인플레이션에 대한 기대를 반영하고 있다.
"그렇기 때문에 미국 국채의 기간 프리미엄 상승과 지속적인 인플레이션 압력에 대한 기대도 우리의 출발점에 포함된다. 우리는 물가연동채권에 비중확대, 글로벌 투자등급 크레딧에 중립 포지션을 취하고 있다.&#8221;
이러한 증권은 소비자물가지수(CPI) 변동에 따라 원금 가치를 조정하여 인플레이션으로부터 투자자를 보호하고 투자의 실질 가치를 보존하도록 설계되었다.
왜 중요한가: 이러한 전략에 노출되기를 원하는 투자자를 위해 몇 가지 물가연동채권 ETF를 소개한다.
<figure class="wp-block-table is-style-stripes">
<table class="has-fixed-layout">
<tbody>
<tr>
<td>인플레이션 연동 채권 ETF</td>
<td>연초 대비 성과</td>
<td>1년 성과</td>
</tr>
<tr>
<td>Vanguard 단기 인플레이션 보호 증권 ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTIP#NASDAQ">VTIP</a>)</td>
<td>3.03%</td>
<td>3.68%</td>
</tr>
<tr>
<td>iShares TIPS 채권 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TIP#NYSE">TIP</a>)</td>
<td>2.04%</td>
<td>2.21%</td>
</tr>
<tr>
<td>Schwab 미국 TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHP#NYSE">SCHP</a>)</td>
<td>2.44%</td>
<td>2.05%</td>
</tr>
<tr>
<td>iShares 0-5년 TIPS 채권 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STIP#NYSE">STIP</a>)</td>
<td>1.79%</td>
<td>3.15%</td>
</tr>
<tr>
<td>FlexShares iBoxx 3년 목표 만기 TIPS 인덱스 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDTT#NYSE">TDTT</a>)</td>
<td>1.99%</td>
<td>2.29%</td>
</tr>
<tr>
<td>SPDR 블룸버그 1-10년 TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TIPX#NYSE">TIPX</a>)</td>
<td>2.49%</td>
<td>2.87%</td>
</tr>
<tr>
<td>SPDR 포트폴리오 TIPS ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPIP#NYSE">SPIP</a>)</td>
<td>1.85%</td>
<td>1.22%</td>
</tr>
<tr>
<td>FlexShares iBoxx 5년 목표 만기 TIPS 인덱스 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDTF#NYSE">TDTF</a>)</td>
<td>2.41%</td>
<td>2.10%</td>
</tr>
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<td>PIMCO 15년 이상 미국 TIPS 인덱스 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTPZ#NYSE">LTPZ</a>)</td>
<td>-0.90%</td>
<td>-4.69%</td>
</tr>
<tr>
<td>PIMCO 1-5년 미국 TIPS 인덱스 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STPZ#NYSE">STPZ</a>)</td>
<td>2.23%</td>
<td>3.88%</td>
</tr>
</tbody>
</table>
</figure>
블랙록은 "경제 변화는 장기 포트폴리오 구축을 더욱 어렵게 만든다"고 결론을 내리고, 포트폴리오 민첩성을 보장하기 위해 다른 잠재적 결과를 공식적으로 추적하면서 전략적 관점을 위한 출발점 시나리오를 활용하는 새로운 접근법을 강조했다.
미국 자산은 여전히 포트폴리오의 중심이지만, 인플레이션 연계 채권으로의 전환은 신흥국 재정 및 인플레이션 역풍에 대한 선제적 대응을 강조한다.
가격 움직임: S&amp;P 500 지수와 나스닥 100 지수를 각각 추종하는 SPDR S&amp;P 500 ETF 신탁(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)과 인베스코 QQQ 신탁 ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 월요일에 상승했다. <a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noopener">벤징가 프로</a> 데이터에 따르면 SPY는 0.11% 상승한 594.85달러를 기록했고, QQQ는 0.096% 상승한 522.01달러를 기록했다.
화요일에는 S&amp;P 500, 다우존스, 나스닥 100 지수의 선물이 소폭 하락세를 보이고 있다.
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
사진 출처: 타다 이미지(Tada Images) / 셔터스톡(Shutterstock.com)
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FlexShares iBoxx 5 Year Target Duration TIPS Index Fund

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화요일, 5월 20, 2025

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