Convertible income fund timed for a rising rate environment.
<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.
On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
The question shouldn't be when will the central bank raise rates, it should be whether it's beginning a long march to higher rates
<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.
The value of tax-free income has gone up but investors should avoid high-grade bonds on the short to intermediate part of the yield curve.
<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.
$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.
Blame oil for the reversal of fortune that caught investors off guard.
Adopting a long/short approach before interest rates rise could be a good defense for investors
$6.1 billion yanked through the middle of March; withdrawals on pace to top the record $8.6 billion pulled in June '13 after taper tantrum
<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
The company expects the tax-exempt index fund to be available by the end of June.
<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?
<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?
Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.
<i>Breakfast with Benjamin</i>: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.
<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.
Fund giant also plans to launch lower-cost institutional series to expand its market reach.
