Fixed Income

Displaying 3012 results
Advisers question the value of bonds in client portfolios
INVESTING PRACTICE MANAGEMENT AUG 19, 2020
Advisers question the value of bonds in client portfolios

The traditional portfolio ballast layers on risk without providing much reward

Treasuries indicate the Fed is getting an edge on inflation
INVESTING FIXED INCOME AUG 19, 2020
Treasuries indicate the Fed is getting an edge on inflation

Inflation-adjusted rates on 10-year Treasuries and U.S. households' rising inflation expectations are among the signals that the central bank's efforts are working

One PEP for all clients: Retirement Income Summit day four
INVESTING RETIREMENT PLANNING AUG 18, 2020
One PEP for all clients: Retirement Income Summit day four

The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said

Wall Street firms growing wary of munis
INVESTING FIXED INCOME AUG 18, 2020
Wall Street firms growing wary of munis

With yields at their lowest levels in decades, some analysts question whether investors are being adequately compensated for the risk involved

New funds offer to limit losses on the ultimate safe haven
INVESTING MUTUAL FUNDS AUG 14, 2020
New funds offer to limit losses on the ultimate safe haven

Two ETFs will track long-dated Treasuries but shield investors from a certain percentage of declines in exchange for a cap on gains

Fidelity launches digital fixed-income trading tool for advisers
INVESTING FINTECH AUG 13, 2020
Fidelity launches digital fixed-income trading tool for advisers

Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface

The real risk of bonds
INVESTING OPINION AUG 12, 2020
The real risk of bonds

Stretching for yield in this interest-rate environment is a recipe for disaster

Tough sledding for equity funds in COVID-19's wake: Cerulli
INVESTING EQUITIES AUG 06, 2020
Tough sledding for equity funds in COVID-19's wake: Cerulli

The forecast has stock funds losing share to bonds and money market funds over the next five years

Low bond yields test 60/40 asset allocation
INVESTING EQUITIES AUG 03, 2020
Low bond yields test 60/40 asset allocation

Alternative assets and private markets may help boost portfolio returns

Big buildup of savings could rein in rates
INVESTING MUTUAL FUNDS JUL 23, 2020
Big buildup of savings could rein in rates

Deposits at commercial banks have risen 18% this year, to a record $15.6 trillion, and money-market fund assets are almost $1 trillion higher than before the pandemic

UBS slapped with $10 million fine for SEC violations
INVESTING FIXED INCOME JUL 20, 2020
UBS slapped with $10 million fine for SEC violations

The bank allegedly allocated bonds intended for retail customers to 'flippers' who resold them to broker-dealers for profit

BlackRock expects bond ETF assets to hit $2 trillion by 2024
INVESTING MUTUAL FUNDS JUL 16, 2020
BlackRock expects bond ETF assets to hit $2 trillion by 2024

Institutional investors like insurance companies and pension funds learned to appreciate bond ETFs amid the volatility in March

Wall Street benefits from Fed's support for corporate debt
INVESTING FIXED INCOME JUL 13, 2020
Wall Street benefits from Fed's support for corporate debt

Fees for underwriting investment-grade bonds doubled in the first half

Vanguard expands ESG ETF suite to include corporate bonds
INVESTING ETFS JUL 09, 2020
Vanguard expands ESG ETF suite to include corporate bonds

The new fund is designed to fill a gap in the growing ESG market

Want to short high-yield debt? Here's an ETF for you
INVESTING MUTUAL FUNDS JUL 07, 2020
Want to short high-yield debt? Here's an ETF for you

Tabula Investment Management launched an exchange-traded fund that lets investors bet against high-yield debt issued by North American companies

Investors move from junk-bond funds into Treasury funds
INVESTING MUTUAL FUNDS JUL 06, 2020
Investors move from junk-bond funds into Treasury funds

More than $2.6 billion flowed out of high-yield bond ETFs last week, along with $5.6 billion that left high-yield mutual funds

Increase in liquidity should lift stocks and bonds: JPMorgan
INVESTING EQUITIES JUL 06, 2020
Increase in liquidity should lift stocks and bonds: JPMorgan

Accommodative central bank policies should provide a boost to equities markets worldwide, analysts say

Gold market focuses on yield curve control
INVESTING FIXED INCOME JUL 01, 2020
Gold market focuses on yield curve control

With futures topping $1,800, a Fed move to pin down U.S. yields could add to gold's allure

Fed discloses bond purchases
INVESTING FIXED INCOME JUN 29, 2020
Fed discloses bond purchases

The central bank bought bonds issued by AT&T, UnitedHealth and Walmart

Why the Fed pays ETF trading commissions when small investors don't
INVESTING ETFS JUN 22, 2020
Why the Fed pays ETF trading commissions when small investors don't

There's more to the so-called free trades than meets the eye