Tax-Loss Harvesting a Silver Lining for Bonds: Vanguard

Tax-Loss Harvesting a Silver Lining for Bonds: Vanguard

Assessment

Interactive Video

Business

University

Hard

Created by

Quizizz Content

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The video discusses recent market trends, highlighting the surprising flow of investments into treasuries despite declining returns. It examines the movement of funds from fixed income mutual funds to Treasury ETFs, exploring reasons such as tax efficiency and generational shifts. The concept of tax loss harvesting in the fixed income space is explained, noting its uniqueness and potential benefits for investors.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been surprising about the flows into treasuries despite declining returns?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How do the flows into Treasury ETFs compare to those in fixed income mutual funds?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors might explain the discrepancy in flows between Treasury ETFs and mutual funds?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What opportunity are investors taking advantage of in the fixed income space?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the potential outcome for investors after the period of tax loss harvesting?

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