Fixed Income

Displaying 3012 results
Riskalyze doubles down on fixed-income analysis
INVESTING ALTERNATIVES MAR 30, 2022
Riskalyze doubles down on fixed-income analysis

The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.

Mom and pop buying fewer muni bonds directly
INVESTING MUTUAL FUNDS MAR 25, 2022
Mom and pop buying fewer muni bonds directly

Instead, retail investors are moving toward buying mutual funds and ETFs, which have roughly doubled their holdings of municipal securities over the last decade.

This is now the worst drawdown on record for global fixed income
INVESTING RETIREMENT PLANNING MAR 23, 2022
This is now the worst drawdown on record for global fixed income

Rising inflationary pressure around the world is fueling concerns about the ability of the global economy to weather any sustained period of higher financing costs.

First rate hike since 2018 has advisers adjusting client portfolios
INVESTING RIAS MAR 16, 2022
First rate hike since 2018 has advisers adjusting client portfolios

Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.

MSRB ponders ESG disclosure for muni bonds
INVESTING ESG MAR 15, 2022
MSRB ponders ESG disclosure for muni bonds

Asset managers said they would favor access to more consistent data, while governments appeared to be split on how, if at all, MSRB should try to improve ESG reporting.

T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
INVESTING EQUITIES MAR 10, 2022
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.

Financial advisers downplay geopolitical unrest while preparing for the worst
INVESTING RIAS FEB 24, 2022
Financial advisers downplay geopolitical unrest while preparing for the worst

Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.

Silence is not golden for GWG bondholders
INVESTING ALTERNATIVES FEB 16, 2022
Silence is not golden for GWG bondholders

When asked whether GWG's L Bonds were in default, a company spokesperson declines to comment.

Q4 2021 top fixed-income ETFs
INVESTING FINTECH FEB 09, 2022
Q4 2021 top fixed-income ETFs

See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows

Q4 2021 top fixed-income mutual funds
INVESTING MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

Q4 2021 top equity ETFs
INVESTING MUTUAL FUNDS FEB 09, 2022
Q4 2021 top equity ETFs

Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows

ETFs give advisers varied tools for fighting inflation
INVESTING RIAS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

60/40 portfolio suffers worst loss since March 2020
INVESTING EQUITIES FEB 01, 2022
60/40 portfolio suffers worst loss since March 2020

Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.

$2 billion in GWG junk bonds sold by advisers are under pressure
INVESTING ALTERNATIVES JAN 26, 2022
$2 billion in GWG junk bonds sold by advisers are under pressure

GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.

Sudden market volatility has advisers preaching calm to newer investors
INVESTING RIAS JAN 26, 2022
Sudden market volatility has advisers preaching calm to newer investors

As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.

DoubleLine puts ETFs on the docket for 2022
INVESTING ETFS JAN 03, 2022
DoubleLine puts ETFs on the docket for 2022

The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.

Prospect of rate hikes puts 2022 economy, markets in clearer focus
INVESTING EQUITIES JAN 03, 2022
Prospect of rate hikes puts 2022 economy, markets in clearer focus

Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.

Biden’s student-loan reprieve eases $1.6 trillion worry, for now
INVESTING FIXED INCOME JAN 03, 2022
Biden’s student-loan reprieve eases $1.6 trillion worry, for now

Student loans have been the fastest-growing debt category in the U.S. over the past decade

Monte Carlo forecasts prove anything is possible — or not
INVESTING RIAS JAN 03, 2022
Monte Carlo forecasts prove anything is possible — or not

With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.

Looking at risk and return through a new lens
INVESTING OPINION DEC 22, 2021
Looking at risk and return through a new lens

Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.