Results for "municipal bonds"

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The latest separately managed account data

December 8, 2014

U.S. large-cap equity Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Mellon Capital Management - Large Cap Growth Strategy 3.53% 26.02% 25.87% 18.57% 15.46% 1.2 $1,265.0...

James Lebenthal, who sold muni bonds to masses, dies at 86

November 14, 2014

James Lebenthal, the chairman emeritus of Lebenthal & Co. who became the best-known bond salesman in the U.S. by using radio and TV ads with catchy taglines such as “Bonds are my babies,” has died. He was 86. He died Friday at New York-Presbyterian...

Morningstar's latest Pimco remarks spark catty comments

November 13, 2014

Morningstar's in-house panel chats up its outlook for Pimco, but the best part is the string of catty comments beneath the video. Seems there might be some cloaked DoubleLine fans fueling the chatter. "Gundlach and the investing public have...

Likely default of Puerto Rican utility haunts brokers, muni fund managers

November 6, 2014

The widely expected default of a Puerto Rican utility continues to weigh on some investment managers. One in four U.S. municipal bond funds hold some exposure to the debt of the utility, the Puerto Rico Electric Power Authority or Prepa, a self-funded...

SEC penalizes 13 firms for improper sales of Puerto Rican bonds

November 3, 2014

The Securities and Exchange Commission on Monday fined 13 financial firms for improperly selling Puerto Rican bonds to retail clients. Under an SEC rule, municipal bonds can only be sold in a “minimum denomination” of $100,000 per transaction...

UBS facing nearly $1 billion in Puerto Rico claims

October 28, 2014

Claims tied to UBS Wealth Management Americas' Puerto Rico closed-end municipal bond funds have risen to nearly $1 billion, the firm said in its third-quarter earnings report Tuesday. Total damages sought exceed $900 million, up from $600 million...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Pimco sees muni returns ebbing after best gain since '11

October 14, 2014

With the $3.7 trillion municipal market poised for its biggest annual gain since 2011, this year is going to be a tough act to beat, according to Pacific Investment Management Co. and Morgan Stanley. Returns in 2015 may be less than half of...

Bill Gross may have to drop 'New Neutral' moniker at Janus

October 6, 2014

One unexpected casualty of Bill Gross' exit for Janus from Pimco, the firm he cofounded in 1971, might be his ability to use the term “New Neutral.” Mr. Gross has repeatedly stressed the importance of professional investors being guided...

Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

Global markets collide with geopolitics as Obama orders airstrikes in Iraq

August 8, 2014

The markets are moving on Obama's decision to resume U.S. military action in Iraq. Geopolitics hit home, and the markets take notice. Raising concerns of another drawn-out conflict Gold prices jump and investors take early cover as global conflicts...

OppenheimerFunds sees some funds shrink on Puerto Rico bonds

August 5, 2014

OppenheimerFunds Inc., the largest holder of Puerto Rico debt among mutual funds, has seen some of its funds lose almost a third of their assets in the past year, data compiled by Bloomberg show. Investors are pulling cash from the New York-based...

Puerto Rico debt depresses UBS Wealth earnings

July 29, 2014

Despite record revenue at UBS Wealth Management Americas, profits fell as the firm reported that it had to set aside $44 million for litigation expenses last quarter. The charge was mostly related to a rash of investor complaints stemming from...

Fixed-income ETFs continue to build off 2014's fast start

July 22, 2014

Bond markets continued to build off Q1 2014's fast start, and bond fund groups of all stripes did well; from Treasuries to emerging markets and from corporates to munis—seemingly everyone had a fantastic quarter. All of this came as the U.S....

Pimco performance stats refute Gross' 'turnaround' statement

July 17, 2014

In appearances public and private, Pimco's executives — including the legendary bond manager Bill Gross — have been touting what they've described as the performance “turnaround” of the firm's battered flagship Total Return fund. The...

The downsides of laddered bond portfolios

July 15, 2014

We think investors who build laddered portfolios to protect against rising rates will be disappointed — by locking in low yields with traditional ladders or by hidden risks of higher-yielding ladders. In our view, actively managed portfolios...

Pimco's Gross bets $200 million of cash on low interest rate

July 7, 2014

Bill Gross has wagered almost $200 million of his own money on a bet that interest rates will stay low. Mr. Gross, who has an estimated net worth of $2 billion, poured almost $60 million of his wealth into closed-end funds in May and June, adding...

Muni bond funds face ongoing Puerto Rican woes

June 30, 2014

Two top bond fund managers are suing Puerto Rico, arguing a plan by lawmakers that could provide relief on some debt obligations violates the U.S. Constitution. The lawsuit, which was filed on Saturday and first reported late Sunday by the Wall...

Let there be light in fixed-income markets: SEC's White

June 20, 2014

Securities and Exchange Commission Chairman Mary Jo White on Friday called for regulations that would illuminate prices in fixed-income markets for smaller orders from retail investors. “Properly implemented, rules providing for better pre-trade...

Best- and worst-performing fixed-income mutual funds

June 15, 2014

Core Bond Funds Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Voya Investment Grade Credit Fund SMA (ISCFX) $100.0 7.74% 5.78% 7.37% 0.00% Putnam Income Fund A (PINCX) $1,378.7 5.86% 5.69% 10.33% 0.87%...

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