Fixed Income

Displaying 3012 results
How investors get yield wrong and how dangerous that can be
INVESTING FIXED INCOME NOV 23, 2015
How investors get yield wrong and how dangerous that can be

Three principles that can help advisers manage yield responsibly for clients.

Icahn, BlackRock's Fink battle over high-yield ETFs
INVESTING ETFS NOV 23, 2015
Icahn, BlackRock's Fink battle over high-yield ETFs

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for “extremely illiquid, and extremely overpriced” securities such as high yield bonds. But BlackRock CEO Larry Fink disputed the characterization.

INVESTING EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

How ETFs can help mitigate the impact of market bubbles
INVESTING EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

INVESTING FIXED INCOME NOV 20, 2015
Bond ETFs can help clients navigate rising rates

Three ways advisers can utilize bond ETFs to ride out whatever waves the Fed's long-deferred action might kick up.

529 plans adding more conservative investment options
INVESTING EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

INVESTING EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

Calpers makes another move away from pricey investments by trimming real estate exposure
INVESTING ALTERNATIVES NOV 16, 2015
Calpers makes another move away from pricey investments by trimming real estate exposure

<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

INVESTING EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

Want high-yield exposure? Forget ETFs
INVESTING FIXED INCOME NOV 13, 2015
Want high-yield exposure? Forget ETFs

If you have a short-term view on high yield, an exchange-traded fund might be right for you. But if you want long-term exposure, ETFs are a terrible choice.

December rate increase would be rough on stocks and bonds, Gundlach says
INVESTING FIXED INCOME NOV 12, 2015
December rate increase would be rough on stocks and bonds, Gundlach says

Hike could potentially drive up the value of the dollar to the point where it weakens the economy, fund manager says.

The apolitical Fed is becoming a political target
INVESTING EQUITIES NOV 10, 2015
The apolitical Fed is becoming a political target

<i>Breakfast with Benjamin</i>: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.

DoubleLine's Jeff Gundlach plans new global bond fund
INVESTING EMERGING MARKETS NOV 10, 2015
DoubleLine's Jeff Gundlach plans new global bond fund

DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.

INVESTING RIAS NOV 04, 2015
Ex-Ameriprise adviser gets 7 years in the slammer for bilking clients

<i>Breakfast with Benjamin</i>: Susan Elizabeth Walker was sentenced to more than seven years in prison for taking over $1 million from clients' accounts.

DFA breaks into target date fund market with unique investment approach
INVESTING EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

INVESTING RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

INVESTING EQUITIES OCT 31, 2015
The Fed's monetary policy is making income inequality even worse

<i>Breakfast with Benjamin</i>: The numbers are in, and it turns out the $12.4 trillion worth of quantitative easing has only worsened inequality.

INVESTING FIXED INCOME OCT 30, 2015
Investors, bond market warm to December rate increase

Comments from Fed chair Janet Yellen and solid October jobs report has futures traders betting on sooner rather than later hike.

INVESTING EQUITIES OCT 30, 2015
Jobs report has the bond market on edge

<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.