Fixed Income

Displaying 3012 results
INVESTING EMERGING MARKETS MAY 08, 2016
Keep your eye on the Puerto Rico bond saga

Advisers must regularly monitor investments, even apparently safe mutual funds, to make sure they are not taking on increased risk.

Puerto Rico default could blindside investors in municipal bonds
INVESTING MUTUAL FUNDS MAY 04, 2016
Puerto Rico default could blindside investors in municipal bonds

Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.

Thirst for TIPS funds tempers inflation view
INVESTING FIXED INCOME MAY 03, 2016
Thirst for TIPS funds tempers inflation view

Most economists agree that inflation is unusually low, and probably will stay that way for some time to come.

INVESTING EQUITIES APR 29, 2016
Voting with their feet, investors show fund companies how they feel about high fees

<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.

INVESTING FIXED INCOME APR 27, 2016
Donald Trump to Janet Yellen: 'If I'm elected, you're fired'

Plus: Wall Street wants to send Sanders packing to Cuba, silver outshines gold, and Harriet Tubman nabs a spot on the 20-spot

Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
INVESTING EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

INVESTING ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

Investors flee actively managed funds for ETFs
INVESTING EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

BlackRock, GMO forecast single-digit returns for U.S. stocks
INVESTING EQUITIES APR 19, 2016
BlackRock, GMO forecast single-digit returns for U.S. stocks

High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
INVESTING EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

Gundlach calls negative rates 'dumbest, most horrible' idea
INVESTING FIXED INCOME APR 14, 2016
Gundlach calls negative rates 'dumbest, most horrible' idea

Best place to hide if rates go negative is government bonds.

Some American Funds offer up to 18 share classes: Overkill?
INVESTING EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.

Fidelity research highlights the active-management edge
INVESTING EQUITIES APR 12, 2016
Fidelity research highlights the active-management edge

Low fund fees and big fund complexes equal outperformance.

Investors still looking for ways to bridge the gap between stocks and bonds
INVESTING EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

For robo-advisers, the next bear market will be a big test
INVESTING RIAS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

INVESTING EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

INVESTING FIXED INCOME MAR 31, 2016
El-Erian: What the Fed will and won't do

Here are four things Fed officials are likely to do and not do this week, according to Mohamed El-Erian, the chief economic adviser at Allianz.

Fidelity starts testing robo-adviser service on clients
INVESTING EQUITIES MAR 29, 2016
Fidelity starts testing robo-adviser service on clients

Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.

Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
INVESTING EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

Vanguard raises some expense ratios
INVESTING EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.