Results for "bonds / fixed income"

Displaying 1,669 results

Sort: Date | Relevance

Author:

Trump miscues, more cash becoming available will drive summer muni bond rally

May 19, 2017

Municipal bonds got a lift this week as turmoil surrounding President Donald J. Trump's administration sparked a flight to safe assets. An even bigger boost will come this summer as investors will receive a flood of cash that will outstrip the...

Finra fines Merrill Lynch $650,000 for bond trading violations

May 17, 2017

Merrill Lynch has agreed to a settlement with Finra over its handling of transactions in nonconvertible preferred securities from July 1, 2010 through Dec. 31, 2012. The firm was censured, fined $650,000 and ordered to pay restitution of more...

Increase your probability of success in the bond market

May 1, 2017

Investors may not fully appreciate the risks they're taking in the bond market. A little research can go a long way. A risk-balanced bond strategy can deliver attractive risk-adjusted returns by balancing interest rate risk, credit risk, currency...

Conduct due diligence on bond funds beyond a performance review

April 27, 2017

When sorting through the bond mutual fund universe, what's inside may be different than you expected and can be harmful (or rewarding) for your client's portfolio. Despite increased pressure from lower-cost passive mutual funds and ETFs, actively...

Stocks and bonds sending out divergent outlooks on economy

April 25, 2017

Markets are taking sides when it comes to the direction of the U.S. economy. In the green corner are stocks. The Standard & Poor's 500 index is just 0.3% away from a record high reached in March on bets that Donald J. Trump's administration...

Income with Impact: The Investment Case for Green Bonds

April 19, 2017

Green bonds allow fixed income investors to both fulfill their investment objectives and make a positive impact on the environment. With pricing levels between green and conventional bonds generally very close and highly correlated, the investment...

Investors pour into bond funds in March

April 12, 2017

You'd expect that after an eight-year bull market and a massive first-quarter stock rally, investors would be pouring more money into stock funds than bond funds. You'd be wrong. Investors yanked an estimated $5.2 billion from U.S. open-ended...

UBS loses another Puerto Rico bond claim, this time for $4.4 million

March 31, 2017

UBS Financial Services Inc. has lost yet another multi-million dollar Finra arbitration award stemming from the sale of Puerto Rico bonds and closed-end funds. According to the arbitration award, which was decided on Wednesday by a three-member...

Bill Gross ends lawsuit with Pimco for $81 million and his reputation intact

March 27, 2017

For Bill Gross, the long goodbye is finally over. More than two years after the legendary bond manager was ousted from Pacific Investment Management Co. — the firm he co-founded and built into a $2 trillion asset manager — he settled a bitter...

Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

March 3, 2017

After star money manager Bill Gross left in 2014, Pacific Investment Management Co. seemed destined to fade from prominence and become just one of the many firms that dot the U.S. bond-industry landscape. But then Dan Ivascyn, the man tapped...

What Fed rate hikes mean for retirees

February 24, 2017

With the Federal Reserve widely expected to hike interest rates in March for the first of what could be four hikes this year, financial advisers will finally have some good news for their retired clients. As rates slowly move higher, the safest...

Foreign creditors dumping American Treasuries in warning to Trump

February 13, 2017

In the age of Trump, America's biggest foreign creditors are suddenly having second thoughts about financing the U.S. government. In Japan, the largest holder of Treasuries, investors culled their stakes in December by the most in almost four...

Meet the woman who's turning around Pimco

January 31, 2017

Walk down a side alley in Munich, beneath apartments with net curtains in the windows, past figures of female superheroes on a cafe storefront, and you come to the unprepossessing headquarters of a $2 trillion asset manager. On the fifth floor,...

When it comes to investment returns, not all robos measure up

January 25, 2017

Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds. Seeking to illustrate that the assumptions...

Meet the ETF Class of 2016

January 17, 2017

As the exchange-traded fund industry gears up for the Inside ETFs conference in Hollywood, Fla., a look at last year's new funds provides some insights as to what's hot and what's not. Morningstar (MORN) lists 239 ETFs that made their debut...

Top emerging markets for investors in 2017

January 3, 2017

There are some clear favorites among investors for 2017. All things Russian and Indian are popular, as are Brazilian corporate bonds and Mexico's cheap peso. The top calls for this year are centered on markets where the political climate is...

Dan Ivascyn, Bill Gross' successor at Pimco, not as flamboyant as the old bond king, but he has produced results

December 27, 2016

The old bond king's pomp no longer fits the circumstance. The dethroned monarch, of course, is Bill Gross, the Pimco money manager known for his flamboyant public appearances, investor letters with paeans to his cat, sweeping market calls and...

Stocks versus bonds: Which best help meet retirement goals?

December 22, 2016

At a conference hosted by Boston University in 2006, Nobel Prize-winning economist Paul A. Samuelson asked the audience whether personal finance was an exact science. He answered his own question with remarkable wit and wisdom: “Of course,...

Charts say bond bull market has gasped its last breath

December 15, 2016

One of the biggest questions being pondered by investors now is whether the record rally in U.S. bonds that began in 1981 has reached its end. For Louise Yamada, who has been advising clients on how to invest based on what she sees in historical...

UBS loses $18 million arbitration award over Puerto Rico closed-end bond funds

December 5, 2016

UBS Financial Services Inc. has lost an $18.6 million arbitration claim, stemming from losses to clients who invested in Puerto Rico closed-end municipal bond funds. The award, made by a Financial Industry Regulatory Authority Inc. arbitration...

Next Page »

1 | 2 | 3 | 4 | 5 ... 84