Fixed Income

Displaying 3012 results
Energy, financials, real estate sectors riding inflation wave
INVESTING EQUITIES JUL 01, 2021
Energy, financials, real estate sectors riding inflation wave

Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.

Latest blow to 60/40 model is exodus of mom and pop investors
INVESTING EQUITIES JUN 23, 2021
Latest blow to 60/40 model is exodus of mom and pop investors

Savers are ditching the formula that's anchored retirement plans for more than half a century, after already low interest rates hit rock bottom during the pandemic.

Decumulation in an evolving interest-rate environment
INVESTING OPINION JUN 23, 2021
Decumulation in an evolving interest-rate environment

Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.

Investors flock to municipal bonds for yield and shelter
INVESTING MUTUAL FUNDS JUN 21, 2021
Investors flock to municipal bonds for yield and shelter

The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.

Advisers walk fine line when managing client cash
INVESTING ETFS MAY 17, 2021
Advisers walk fine line when managing client cash

Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.

Federated Hermes takes advisers to school on ESG
INVESTING EQUITIES MAY 13, 2021
Federated Hermes takes advisers to school on ESG

The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.

Market watchers say inflation risk is real
INVESTING EQUITIES MAY 03, 2021
Market watchers say inflation risk is real

The Biden administration's record-setting government spending is seen as a path to higher inflation.

Rising inflation? No problem for fans of emergency cash
INVESTING RIAS APR 27, 2021
Rising inflation? No problem for fans of emergency cash

Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.

Are 60-40 portfolios leading investors over a cliff?
INVESTING EQUITIES APR 09, 2021
Are 60-40 portfolios leading investors over a cliff?

The big increase in the U.S. M1 money supply could lead to inflationary pressures that will increase risks for the fixed-income portion of a 60-40 portfolio allocation.

Bond traders are terrible at timing Fed rate hikes
INVESTING FIXED INCOME MAR 25, 2021
Bond traders are terrible at timing Fed rate hikes

In late 2008, amid the financial crisis, traders expected several Fed hikes in the following couple of years, but central bank officials didn't tighten until 2015.

Vice proves hard habit to kick as ESG enters credit markets
INVESTING ESG MAR 22, 2021
Vice proves hard habit to kick as ESG enters credit markets

Companies in sectors that many ESG funds would exclude, such as tobacco, fossil fuel and gaming companies, can still access credit markets with relative ease, investors say.

Verizon to tap debt market to pay $36 billion tab on 5G airwaves
INVESTING FIXED INCOME MAR 12, 2021
Verizon to tap debt market to pay $36 billion tab on 5G airwaves

The largest U.S. wireless carrier splurged on airwaves in an attempt to catch up to rival T-Mobile in developing new 5G wireless services.

ESG rises to the top of Lipper Awards
INVESTING EQUITIES MAR 11, 2021
ESG rises to the top of Lipper Awards

Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.

Vanguard's first active bond ETF has 'disruption' written all over it
INVESTING ETFS MAR 04, 2021
Vanguard's first active bond ETF has 'disruption' written all over it

The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.

Goldman Sachs sells its first ESG bonds
INVESTING ESG FEB 11, 2021
Goldman Sachs sells its first ESG bonds

Strong investor demand for sustainable investments pushes offering at the last minute up by $50 million to $800 million.

Bond returns have 60/40 managers turning to FX
INVESTING FIXED INCOME FEB 08, 2021
Bond returns have 60/40 managers turning to FX

The traditional mix of 60% equities and 40% bonds has come under threat of late as losses in the stock market are sometimes met with little more than a shrug in U.S. Treasuries, rather than a rally that protects the entire portfolio.

An old bond strategy is new again  — and it's good as gold
INVESTING OPINION JAN 13, 2021
An old bond strategy is new again — and it's good as gold

A fledgling operation is hoping to turn back the clock by introducing gold bonds that are purchased and repaid with actual gold, a common practice about 90 years ago before FDR’s Gold Reserve Act put the kibosh on all the fun.

Gush of ESG bond sales expected from blue wave
INVESTING ESG JAN 07, 2021
Gush of ESG bond sales expected from blue wave

As control shifts to Democrats, corporate bonds for climate, infrastructure and other projects likely to grow

Getting annuities onto 401(k) plan menus
INVESTING RETIREMENT PLANNING NOV 09, 2020
Getting annuities onto 401(k) plan menus

SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products

Stocks, bonds rally as election bets are retooled
INVESTING EQUITIES NOV 04, 2020
Stocks, bonds rally as election bets are retooled

Investors are looking ahead to a future without massive debt-fueled stimulus spending or a rollback of Trump's tax cuts