Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right
Bonds have outperformed stocks so far this year so are we looking at the great “unrotation” rather than the “great rotation?” J.P. Morgan Asset Management's Nick Gartside thinks perhaps but you have to look around.
iShares, Wisdomtree launch new funds taking advantage of the government's new floating-rate notes.
The Goldman Sachs Group Inc. is drawing record deposits into a bond mutual fund that's making money even as interest rates rise, giving the bank a boost in one of the few Wall Street businesses it hasn't dominated.
Among all the noise over interest rates, economic growth and overextended equity market valuations, advisers could be missing the biggest risk: Ignoring the basics.
Fundamentals remain solid, valuations have improved but significant risks remain.
Neither the best- nor worst-case scenario is accurate and that means credit analysis is more important than ever.
Through last week, muni bond mutual funds have experienced 27 consecutive weeks of net outflows and while the investor exodus has not helped fund performance, it has contributed to the reality of basic bond math, which means higher yields.
Modest $10 billion cut plus reaffirmation of zero-interest rate policy puts nervous investors at ease.
<i>Breakfast with Benjamin:</i> Emerging market selloff raises contagion fears. Plus: Short-selling starts to make sense, Bill Gross plans to work till he's 109, Obamacare triggers downgrade of health insurers, economists bicker over minimum wage laws, and tricks of debt-free Americans.
Today: Who will be happy with Obama's budget blueprint? Plus, a contrarian idea for stocks, tapering already, gold, GMATs and g-forces.
Investors who shy away from fixed income because of rising-rate fears are missing opportunities. Here are some areas to check out.
<i>Breakfast with Benjamin:</i>The Bond King: China's a big risk. Plus: JPMorgan goes on a settlement binge, finance industry tells investors to stay calm, Obama administration catches a CBO boomerang, and some healthy balance sheets for the New Year.
Asset manager is the country's largest debtholder; growing violence spurs unprecedented losses.
CEO says long-term investors staying the course, blames hedge funds for volatility.
Slight economic improvement keeps central bankers on track as they commit to keeping target interest rate near zero.
<i>Breakfast with Benjamin:</i> Tesla races ahead of the rest of Wall Street as the Fed talks rate increase. Plus: What firm stands to win big in the Facebook-WhatsApp deal; wealthy investors take interest in some unusual currencies other than Bitcoin and who manages your mortgage?
In this Q&A, Pimco's Dan Ivascyn and Alfred Murata, recently named fund managers of the year by Morningstar, open up about generating income and preserving capital.
Investors shifted record amounts out of U.S. stock funds and into bonds in seven-day period ended Feb. 5, while withdrawing money from emerging-market equities for a 15th straight week.
After a rocky first month of the year and a downright awful start to February, one could be forgiven for wondering whether the stock market is correcting or beginning a longer-term slide. Advisors Asset Management's Scott Colyer takes a look at the bearish case and the bullish case.
