Brian Chappatta

Displaying 7 results
Morgan Stanley sees wealthy sticking with cash
NEWS OPINION APR 17, 2020
Morgan Stanley sees wealthy sticking with cash

The wirehouse's clients have been shifting from stocks into cash or cash equivalents

Franklin exits fund purgatory with Legg Mason deal
NEWS OPINION FEB 18, 2020
Franklin exits fund purgatory with Legg Mason deal

The acquisition will double Franklin's assets, which hadn't grown in the last 18 months

Bond funds aim to win over the green-curious, not purists
NEWS OPINION FEB 04, 2020
Bond funds aim to win over the green-curious, not purists

Big fixed-income managers pit their ESG portfolios against a broad set of competitors

Fixed income is still a mystery to many investors
NEWS OPINION OCT 28, 2019
Fixed income is still a mystery to many investors

A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.

The only certainty is death, taxes, and muni advantages
NEWS OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

Vanguard defends the value of active bond funds
NEWS OPINION FEB 06, 2019
Vanguard defends the value of active bond funds

When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.

Meredith Whitney was wrong about munis
INVESTING FIXED INCOME NOV 02, 2018
Meredith Whitney was wrong about munis

The banking analyst's 2010 prediction that there would be '50 to 100' defaults among state and local governments failed to pan out.