<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &mdash; so the time is now to look at bond allocations.
The disparity is especially important now because the bond market's outlook is key in helping the Federal Reserve to decide just how much interest rates will need to rise from rock-bottom levels.
With Janet Yellen widely expected to hold policy steady at this week's meeting, Fed watchers looking to the central bank's statement on Wednesday for clues on liftoff.
As investors hunt for yield and security, money-market fund managers detail their changes.
<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.
<i>Breakfast with Benjamin:</i> Package delivery company UPS has warned that the U.S. economy appears to be slowing. That's bad news for the Fed and stock investors.
High-yield-bond research leads manager to companies whose stocks are primed to rise.
Goldman Sachs chief executive Lloyd C. Blankfein says markets are poised for prolonged growth and will quickly move on after a jolt from the Federal Reserve's first interest-rate increase since 2006.
It isn't just global shocks that may support Treasuries &mdash; while jobs are back and business confidence is growing, wages remain stagnant.
Advisers should resist the urge to shift their dividend-stock assets into bonds as interest rates rise and instead consider dividend swaps and futures, as well as option combinations.
<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.
Legendary activist investor sounds the alarm while BlackRock CEO pushes back.
Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Common assumptions that come with investment strategies don't always reflect reality.
Chief investment strategist says liquid investments are being challenged to offer competitive returns.
Central banker repeats pledge that pace of subsequent increases will be gradual.
<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.
<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
