Results for "municipal bonds"

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Strong March performance pushes stock funds positive for first quarter

April 1, 2016

If your clients are complaining about their bond positions, this would be a good time to remind them about why they own fixed income. Even though stock funds scored big gains in March, they're still trailing bonds for 2016 — and the past 12...

The power of infrastructure investing in uncertain markets

December 23, 2015

A lot of us feared this: After years of boom, global financial markets are becoming tumultuous and uncertain, just as large cohorts of older investors want increased income and greater certainty from their investments. “The usual suspects”...

Industry, investor advocates clash on bond-price-transparency proposals

December 14, 2015

While the financial industry wants to limit regulatory proposals to shed more light on the cost to retail investors for corporate and municipal bonds, investor advocates claim the proposals don't go far enough. The Financial Industry Regulatory...

Vanguard, once thwarted, launches a muni-bond rival to BlackRock's iShares

August 27, 2015

The Vanguard Group Inc. was playing catch up when it was getting ready to launch its first municipal bond index fund in 2010. Its competitors had already successfully brought similar products to the market, including State Street Global Advisors...

SEC commissioners push for bond transparency in wake of Edward Jones settlement

August 14, 2015

One of the few things to unite the Securities and Exchange Commission recently is a demand by four of the five members that self-regulatory organizations step up their oversight of bond pricing. Shortly after the SEC announced Thursday a $20...

Muni bonds are poised to shine as rates move higher

August 12, 2015

As the Federal Reserve inches toward its first interest-rate hike in nearly a decade, some market watchers see the municipal bond market as uniquely poised to outshine the taxable fixed-income space. Thanks largely to a guilt-by-association...

Puerto Rico's uncertain future leaves muni bond fund investors in limbo

August 3, 2015

If your clients are invested in a U.S. municipal bond mutual fund, odds are they're exposed to Puerto Rico's crumbling financial situation. But because the slow-motion train wreck has been chugging along for several years, with the U.S. commonwealth's...

MLPs yield headaches for advisers who bought them for income

July 22, 2015

Energy-infrastructure partnerships, which had been a successful approach for advisers to deliver rich yields to income-starved clients with fewer tax consequences, have decidedly fallen into what some call a bear market. Despite yields often...

OppenheimerFunds says Puerto Rico can pay its debts; governor says no

July 11, 2015

Puerto Rico's governor says the island's $72 billion debt load is too big to pay. OppenheimerFunds Inc., the largest mutual-fund holder of the bonds, disagrees. As Alejandro Garcia Padilla begins to make the case for delaying debt payments,...

Navigating illiquidity in municipal bonds

July 6, 2015

Investors have been flocking to the $3.6 trillion U.S. municipal bond market and demand is expected to remain strong. But while the muni market has experienced growth over the last decade, dealer participation in the space has not. Inventories...

As Puerto Rico crisis intensifies, mutual fund investors face loss of capital

July 1, 2015

Nearly a decade after a recession swept ashore in Puerto Rico, investors unaware of their yield-boosting investment in the island's bonds are facing the possibility that they won't get all of their money back. The new fears of default have been...

Liquidity, liquidity, liquidity are the three most important words for bonds

June 22, 2015

There are three things that matter in the bond markets these days: liquidity, liquidity and liquidity. How — or whether — investors can trade without having prices move against them has become a major worry as bonds globally tanked in the...

Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

June 9, 2015

Los Angeles, Miami, Chicago, Boston. All world class cities, all frequently represented in the National Basketball Association Finals. Indeed these four cities have been in the NBA Finals 34 times out of the 72 possible appearances since 1980....

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

Jeffrey Gundlach places big bet on Puerto Rico

April 30, 2015

DoubleLine Capital's Jeffrey Gundlach has more than doubled the holdings of junk-rated Puerto Rico debt in his Income Solutions Fund to $45 million. The $2.28 billion fund's investment in Puerto Rico general-obligation bonds as of March 31 was...

Separately managed accounts ranked by fourth-quarter returns

February 15, 2015

U.S. large-cap equity Product 4Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Principal Global Investors - REIT 15.63% 33.11% 17.74% 17.76% 15.02% 1.18 $7,965.9 Team Des Moines,...

Wealthy investors loving U.S. stocks

February 11, 2015

Some wealthy investors are growing to love the bull market, as prominent investors cheer the run-up in U.S. stock prices, according to a new survey by Legg Mason Inc. The asset manager found most of the moneyed investors it polled online are...

From stocks to bonds, the strong dollar hits global markets

February 6, 2015

For insight into the current state of financial markets, look no further than the strengthening U.S. currency. That's what Michala Marcussen, global head of economics at Societe Generale SA, has been telling clients. What she calls the “dollar...

For investors seeing bond yields slip, munis offer solid alternative

February 4, 2015

It's only a little more than month into 2015, and the first act for bonds has been another unpredictable, off-script adventure. Defying expectations that this would be the Year of Rising Interest Rates, the yield on the 10-year U.S. Treasury...

The best- and worst-performing target date funds

February 1, 2015

The target date fund series promoted by J.P. Morgan Asset Management is thriving. The firm's SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories. The firm's decisions panned out when other fund...

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