The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.
Advisers are hoping the worst is over and trying to keep clients focused on the long term.
“Paralysis rather than panic best describes investor positioning,” BofA's Michael Hartnett says.
Chair Jerome Powell pours cold water on the prospect for a jumbo-sized 75 basis point rate hike next month.
Investors searching for a source of income could look to credit funds with attractive yields.
The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.
Fears of quickening inflation, a cut in Russian gas supply to Poland and Bulgaria and a red-hot Australian inflation print fueling expectations that the rout may continue.
Tony Barouti, a broker registered with Emerson Equity, faces two investor complaints alleging $1.37 million in damages, according to his BrokerCheck profile.
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.
Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.
Investors should get out of bonds as rates rise and diversify their portfolios with exposure to agricultural products, oil and metals facing supply disruptions due to the war in Ukraine.
Shares of the beleaguered alternative investment manager hit a new low of $1.78 in trading Thursday morning.
Officials proposed shrinking the Fed’s balance sheet at a maximum monthly pace of $60 billion in Treasuries and $35 billion in mortgage-backed securities.
The prospect of aggressive Fed action propelled the benchmark 10-year Treasuries back into ranges seen in 2018 and 2019.
The exchange-traded fund is sub-advised by Nuveen Asset Management, a unit of TIAA.
Investors in the $1.6 billion of bonds issued by GWG face dire consequence if the alternative asset manager files for bankruptcy.
The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.
