Fixed Income

Displaying 3012 results
Active fund managers took it on the chin in the third quarter
INVESTING EQUITIES OCT 01, 2015
Active fund managers took it on the chin in the third quarter

<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.

Edward Jones' proprietary funds are outselling nearly all active managers
INVESTING EQUITIES SEP 29, 2015
Edward Jones' proprietary funds are outselling nearly all active managers

Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.

INVESTING EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

Biotech beat down weighs on the markets
INVESTING EQUITIES SEP 28, 2015
Biotech beat down weighs on the markets

<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.

Guggenheim's fixed-income shop shaping up to be next bond kingdom
INVESTING ETFS SEP 28, 2015
Guggenheim's fixed-income shop shaping up to be next bond kingdom

Recent fund performance is leaving higher-profile competitors in the dust.

Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally
INVESTING FIXED INCOME SEP 28, 2015
Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally

Janus bond manager says market jolt from hike would be fair trade for long-term health

INVESTING ALTERNATIVES SEP 25, 2015
Why closed-end funds are more appealing during market turmoil

Current valuations and distribution rates mean long-term investors should take notice

The Fed tosses out another teaser that rates could still be hiked this year
INVESTING EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

Cash rises above stocks and bonds
INVESTING EQUITIES SEP 23, 2015
Cash rises above stocks and bonds

<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.

It's not too early to start preparing for mutual fund capital gains taxes
INVESTING EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

The Federal Reserve's focus on global economic strength radically alters the rate-hike odds
INVESTING EQUITIES SEP 22, 2015
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds

Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.

Were volatility strategies to blame for the August drop in stocks?
INVESTING EQUITIES SEP 22, 2015
Were volatility strategies to blame for the August drop in stocks?

Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not

Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
INVESTING ALTERNATIVES SEP 21, 2015
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?

New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.

The rise and fall of commodities puts some advanced economies on the ropes
INVESTING EQUITIES SEP 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes

<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.

Why the upward trend for stocks is no more
INVESTING EQUITIES SEP 18, 2015
Why the upward trend for stocks is no more

Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously

Interest rate rise could touch off volatility in bonds, says JP Morgan's Dimon
INVESTING FIXED INCOME SEP 18, 2015
Interest rate rise could touch off volatility in bonds, says JP Morgan's Dimon

Jamie Dimon, JPMorgan's chief executive officer, said bond prices could move violently when the Federal Reserve raises interest rates rise.

Federal Reserve holds rates at zero; some advisers call it a lost opportunity
INVESTING EQUITIES SEP 18, 2015
Federal Reserve holds rates at zero; some advisers call it a lost opportunity

Central bank cites cloud of concern over weakness of the global economy, surging U.S. dollar and sleepy economy, but some advisers said the Fed should have lifted rates.

The Fed sets the stage for a December tantrum
INVESTING EQUITIES SEP 17, 2015
The Fed sets the stage for a December tantrum

<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.

Jeffrey Gundlach's DoubleLine opens its first alternatives fund
INVESTING ALTERNATIVES SEP 17, 2015
Jeffrey Gundlach's DoubleLine opens its first alternatives fund

In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.

Janet Yellen faces off with the 'Greenspan trap'
INVESTING FIXED INCOME SEP 16, 2015
Janet Yellen faces off with the 'Greenspan trap'

<i>Breakfast with Benjamin</i> To hike interest rates or not to hike, and how to avoid the 'Greenspan trap.'