Results for "bonds / fixed income"

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Big bets come back to haunt Franklin Templeton's global bond fund

October 5, 2016

The $44 billion Templeton Global Bond Fund (TGBAX) is probably not what most financial advisers would expect from a strategy in such a bland and stoic category as world bond funds. But, based on the pace of money flowing out of the fund over...

Janus Capital agrees to merge with London's Henderson Global

October 3, 2016

Janus Capital Group Inc. has announced an all-stock merger with London's Henderson Group Plc, creating a global active management complex with $320 billion under management. The combined market capitalization will be approximately $6 billion....

Advisers weigh pros and cons of Janus-Henderson merger

October 3, 2016

The announced merger between Janus Capital Group Inc. and London's Henderson Group is getting mostly good reviews from the industry, including the financial markets. In mid-day trading Monday, the day the all-stock deal was announced, Janus...

The downside of negative interest rates

September 27, 2016

Don't buy the hype; negative interest rates hurt more than they help. Benefitting borrowers, but taxing savers and retirees. What central bankers see that nobody else does. Measuring the gravity of the DOL rule has 18% of advisers thinking of...

Smart beta complexity is hurting investors

September 19, 2016

The biggest risk of smart-beta investing might be that the strategies are becoming too complex for their own good. Timing smart-beta investing. The SEC's fuzzy rules on dodgy accounting violations. From a slap on the wrist to jail time. Does...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

The gloves come off in the legal fight between Pimco and Bill Gross

September 15, 2016

Things are getting ugly in the court battle between Pimco and Bill Gross. The latest claim is the that renowned Bond King may have destroyed documents relevant to the lawsuit. “The only party trying to play 'hide the ball' is Pimco.” Meb...

Hedge funder calls the bond market the mother of all bubbles

September 14, 2016

Hedge funder Paul Singer is describing the bond market as the “biggest bubble in the world.” Leaning hard on gold. Goldman Sachs dials down the chances of a September interest rate hike. Now pegging the chances of a hike at 25%. The falling...

Donald Trump tries to shame the Fed into raising rates

September 13, 2016

In his campaign to become the next president of the United States, Donald Trump is pushing the envelope in his attempted influence over monetary policy. Trying to shame Fed Chair Janet Yellen. Too much Fed speak is now rattling the bond market....

Time to embrace the idea of a nasty market correction

September 12, 2016

The upside of a serious market correction. It might be exactly what we need right now. A quick and nasty correction is best for bulls. The general sense is that the stock market volatility is just getting started. Buckling in for a bumpy ride....

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton

September 9, 2016

The 2016 presidential campaign is anything but ordinary, which is a big part of the reason financial advisers should not be banking on ordinary election-year stock market results. “I don't think the market is moving with any precision towards...

Fed finds more reasons to keep sitting on its hands

September 8, 2016

The Fed's latest reason for not raising interest rates is that only highly-skilled workers are getting raises. Also, U.S. job openings surged to a record high in July. There might be times when you want to curse during communications with clients,...

Morningstar to help advisers compare ETFs to mutual funds

September 8, 2016

Morningstar Inc. is embracing the model used by more financial advisers by combing exchange-traded funds and open-end mutual funds into the same peer groups when calculating fund ratings. The financial-data tracking firm also announced Thursday...

Financial-sector ETFs bet on a possible interest-rate hike pays off

September 7, 2016

With the most recent employment report coming in weaker-than-expected, the odds of an interest-rate hike in September have dropped into “unlikely” territory. But don't tell that to investors in financial-sector exchanged-traded funds. Similar...

Are junk bonds becoming the new equities?

September 1, 2016

It's a well-known reality that high-yield bonds are generally more correlated to equities than they are to higher-quality bonds, but is it possible to actually substitute junk bonds for stocks? That argument is being made on a selective basis...

Advisers are bracing for a September market storm

August 31, 2016

As financial advisers prepare to relax over the Labor Day weekend break, many are also bracing for an increased focus on the kinds of market volatility that typically comes with September. With perspectives ranging from, it happens every year...

Bond bubble? CFAs say yes

August 29, 2016

Are we in a bond market bubble? Apparently, 30% of CFAs think so. But only 3% say that applies to high-grade corporate bonds. Third-quarter GDP growth should be just below 1%, according to Markit's chief economist. And that's somewhere between...

Blaming the 401(k) for lack of retirement savings

August 26, 2016

The case for how 401(k) plans have put retirement income further out of reach for some Americans. Pensions used to work, then pensions went away. The typical 401(k) is anything but automatic. Don't make the mistake of overlooking U.S. oil production...

The risky but necessary bet on dividends for income

August 25, 2016

Dividend-yielding stocks have been praised as a replacement for bond income ever since the Fed started standing with both feet on interest rates, but that doesn't make the strategy an automatic home run for every client. When it comes to portfolio...

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