A quarter of sustainability-linked bonds, which typically pay higher interest if the issuer misses ESG targets, can be redeemed before any penalty is triggered, according to a new report.
The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.
'When an advisor or client stretches for yield, that’s when they can get hit,' one financial advisor notes.
Exchange-traded funds designed to protect against inflation have faltered in the face of still sticky price pressure, leading many investors to rush for the exits.
Scrambling to stay ahead of the central bank's next move, advisors and market watchers think the Fed is trying to keep the markets on their toes.
Wealthfront says its portfolio uses a mix of Treasury and corporate bond ETFs and can achieve an annual return of 5.48% after its 0.25% fee.
Although it lost nearly 16% in 2022, the 60/40 balanced portfolio has managed to deliver normal returns on average over longer time periods.
BondGPT, which uses OpenAI technology to help power its bond analytics, will help traders find more liquid bonds at a better price.
Irvine-based JRL Capital Corp. reported total assets of $43,000 and total investor claims against the firm of $2.5 million.
Legislators have less than a week to approve the agreement before the default deadline next Monday, June 5.
The upgrade reflects Advisor Group's declining leverage levels and higher net yields on cash sweep deposits, according to the rating agency.
An analysis tool on its Invest Your Values site gives participants a peek into the exposure their plans have.
'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
The bank attracted wealthy clients with loans that have become a costly hurdle to finding a rescuer.
Inflation-linked I bonds have soared in popularity over the past two years, but now the yield is set to slump from the historic 9.62% rate the bonds offered just a few months ago.
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
As the firm announces a settlement of suits brought by Preston Hollow Community Capital, Nuveen announced that John Miller is retiring and will be replaced by Daniel Close.
