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Pedal To The Metal For These Bond ETFs

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No, that headline is not referencing U.S. government bond exchange-traded funds; although, given the stellar performances turned by such funds this year, it is a good guess. Rather, the headline references a once fragile asset class and its corresponding ETFs: dollar-denominated emerging markets bonds.

Circle back to the various instances of taper tantrums over the past several years prior to the Federal Reserve raising rates for the first time in nearly a decade in December, and ETFs such as the iShares JPMorgan USD Emer Mkt Bnd Fd ETF (NYSE: EMB) and the PowerShares Emerging Markets Sovereign Debt Portfolio (NYSE: PCY) displayed their vulnerability to even slight speculation that the Fed could be nearing hawkish action.

Quantitative Easing, Emerging Markets And Hawkish Action

The situation was pretty easy to figure out. Emerging markets governments and some corporations binge borrowed in dollars during the various versions of the Fed's quantitative ...

/www.benzinga.com/trading-ideas/long-ideas/16/03/7773623/pedal-to-the-metal-for-these-bond-etfs alt=Pedal To The Metal For These Bond ETFs>Full story available on Benzinga.com

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