Fixed Income

Displaying 2998 results
What happens if munis lose their tax exemption? Advisors weigh in.
INVESTING FIXED INCOME JUL 23, 2024
What happens if munis lose their tax exemption? Advisors weigh in.

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can.

Wells Fargo says muni tax break at risk no matter who wins election
INVESTING FIXED INCOME JUL 22, 2024
Wells Fargo says muni tax break at risk no matter who wins election

Silver lining is that limiting access to tax-exempt bonds boosts the value of existing muni debt, says strategist.

Trump's second-term run threatens muni bonds' tax edge
INVESTING FIXED INCOME JUL 15, 2024
Trump's second-term run threatens muni bonds' tax edge

A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.

There’s still hope for Fed to start rate cuts this year, says UBS
INVESTING FIXED INCOME JUL 05, 2024
There’s still hope for Fed to start rate cuts this year, says UBS

Despite recent volatility in Treasuries, CIO for Americas highlights continued evidence of an economic soft landing ahead.

Stocks may seem serene, but watch out for these risks
INVESTING FIXED INCOME JUN 27, 2024
Stocks may seem serene, but watch out for these risks

There is nary a bear in sight, yet advisors need to take geopolitical worries into account, says a Wellington-Altus stategist.

Russell Investments expands its managed accounts menu
INVESTING FIXED INCOME JUN 17, 2024
Russell Investments expands its managed accounts menu

The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.

Biggest CLO ETF cements its dominance as it smashes $10B AUM barrier
INVESTING ETFS JUN 10, 2024
Biggest CLO ETF cements its dominance as it smashes $10B AUM barrier

The fund, which is neither the first mover nor the price leader, now has a roughly 90 percent share of the bourgeoning market.

Election uncertainty might spoil popular macro trades, says Morgan Stanley
INVESTING FIXED INCOME JUN 03, 2024
Election uncertainty might spoil popular macro trades, says Morgan Stanley

Strategists at the banking giant see risks rising for four strategies as the Biden-Trump rematch draws near.

We could still be at the start of a fixed income golden age
INVESTING OPINION MAY 22, 2024
We could still be at the start of a fixed income golden age

Rate-cutting cycles happen only every few years - investors should position themselves to take advantage.

Do private debt fund returns offset their risks?
INVESTING ALTERNATIVES MAY 17, 2024
Do private debt fund returns offset their risks?

A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.

In just five months, junk muni fund zooms from zero to $1B
INVESTING FIXED INCOME MAY 13, 2024
In just five months, junk muni fund zooms from zero to $1B

The growth of the strategy, helmed by multi-decade industry veteran and “king” of high-yield muni bonds, reflects a market-wide hunger.

BofA, Barclays strategists split on muni bond rally odds
INVESTING FIXED INCOME MAY 10, 2024
BofA, Barclays strategists split on muni bond rally odds

Two of the biggest players in the $4T space offered contrasting views on what the summer will bring for investors.

With SEC rule changes looming, money funds start shifting their holdings
INVESTING MUTUAL FUNDS MAY 08, 2024
With SEC rule changes looming, money funds start shifting their holdings

Measures from the federal regulator are likely to shift the balance of market demand toward less risky assets.

Cracks are showing in private credit, says Moody’s
INVESTING ALTERNATIVES MAY 07, 2024
Cracks are showing in private credit, says Moody’s

The ratings agency sees a potential reckoning as “realities of higher interest rates” erode credit quality and create performance challenges.

Mastering patience: The timeless wisdom of 'Don't Fight the Fed'
INVESTING OPINION MAY 03, 2024
Mastering patience: The timeless wisdom of 'Don't Fight the Fed'

It's easy to ridicule the central bank and predict a policy mistake, but history has taught us that doubting its strategy rarely ends well.

Bond mutual funds rake in $108B to snap two-year flows drought
INVESTING ETFS MAY 01, 2024
Bond mutual funds rake in $108B to snap two-year flows drought

The script has flipped in fixed income as figures show ETFs lagging mutual fund flows, with the bulk going to active bond funds.

Lack of progress on inflation forces hawkish Fed hold
INVESTING FIXED INCOME MAY 01, 2024
Lack of progress on inflation forces hawkish Fed hold

Policymakers at the US central bank raise fresh concerns around price pressures.

"Cold April" shows muni bonds not immune to Fed talk
INVESTING FIXED INCOME APR 30, 2024
"Cold April" shows muni bonds not immune to Fed talk

Investors’ doused sentiment around rate cuts leaks into market for munis, which posted their worst record since September.

Rockefeller deepens its bench with fixed-income muscle
INVESTING FIXED INCOME APR 22, 2024
Rockefeller deepens its bench with fixed-income muscle

The firm adds three portfolio management professionals to its asset management arm as it seeks opportunities in the muni bond market.

Have bond yields peaked? This week will provide answers
INVESTING FIXED INCOME APR 22, 2024
Have bond yields peaked? This week will provide answers

Several Treasury auctions this week will signal whether 5% is the peak.