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The precursor to the Bloomberg US Aggregate Bond Index was co-created on July 7, 1973 by Art Lipson and John Roundtree, both of Kuhn, Loeb & Co., a boutique investment bank. Lipson and Roundtree created two total-return indexes focused on US bonds: the US Government and the US Investment Grade Corporate Indexes.
A bond is considered investment grade or IG if its credit rating is BBB− or higher by Fitch Ratings or S&P, or Baa3 or higher by Moody's, the so-called "Big Three" credit rating agencies. Generally they are bonds that are judged by the rating agency as likely enough to meet payment obligations that banks are allowed to invest in them.
Egan-Jones Ratings Company is a nationally recognized statistical rating organization (NRSRO) that was founded in 1995 to provide "timely, accurate credit ratings." [1] Egan-Jones rates the credit worthiness of issuers looking to raise capital in private credit markets across a range of asset classes.
2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.
For Fitch, a bond is considered investment grade if its credit rating is BBB− or higher. Bonds rated BB+ and below are considered to be speculative grade, sometimes also referred to as "junk" bonds. [103] Fitch Ratings typically does not assign outlooks to sovereign ratings below B− (CCC and lower) or modifiers.
Fitch and S&P use (from the most creditworthy to the least) AAA, AA, A, and BBB for investment-grade long-term credit risk and BB, CCC, CC, C, and D for "speculative" long-term credit risk. Moody's long-term designators are Aaa, Aa, A, and Baa for investment grade and Ba, B, Caa, Ca, and C for speculative grade.
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If every mid-range return falls below the spectrum line, this means that the lowest-risk investment has the highest Sharpe Ratio and so dominates over all others. If at any time there is an investment that dominates then funds will tend to be withdrawn from all others and be redirected to that dominating investment.