<i>Breakfast with Benjamin:</i> The chairwoman of the Federal Reserve called equity valuations 'quite high,' bond yields low and said the combination raises 'potential dangers.' Her comments roiled markets.
Joining Gross and Buffett, another top strategist says government bonds are too expensive. With or without the Fed, the march to higher rates has begun.
Strong market rally and mixed jobs report adds fresh fuel to the debate over when the Fed might institute the first rate hike since 2006. <i>(See also: <a href="//www.investmentnews.com/article/20150506/FREE/150509951/forget-a-rate-hike-ndash-peter-schiff-expects-more-quantitative"" target=""_blank"" rel="noopener noreferrer">Schiff: Forget rate hike, look for QE4</a>)</i>
DoubleLine Capital chief more than doubles holdings in island's junk-rated debt.
Hedging out rate risk puts the focus on credit opportunities ... and manager sees plenty of them ahead.
<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.
Janus fund manager says impact of falling oil prices could hinder Fed, but former central bank chief says focus will be on momentum.
<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.
Global CIO Wieting says 'significant market drop' likely by the end of the decade.
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Managers' ability to seek returns in multiple markets sounds great but comes with risks
Janus fund manager using options, or what he calls 'selling insurance' against volatility to benefit if 10-year Treasury yield stays in tight band.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
Manager of the world's biggest bond fund says 70-75% chance of fall increase vs. market's 30-35% probability.
<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.
<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?
Fixed-income foundation pushed fund to the top of the large-value category.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.
Applying the same set of tools for all fixed-income options will lead to confusion, bad investments and disappointment.
