Results for "bonds / fixed income"

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Jeffrey Gundlach not impressed with robo advisers

June 23, 2017

In the financial industry's battle of humans versus machines, billionaire bond fund manager Jeffrey Gundlach is betting people will prevail. "I don't believe in machines taking over finance at all," Mr. Gundlach, CEO of DoubleLine Capital, said...

Second-half outlook: Not as bad as you might think

June 20, 2017

With the Standard & Poor's 500 reaching record highs after an eight-year bull market, the Federal Reserve Bank raising interest rates and high stock valuations, strategists must be worried about the stock market, right? Not so much. Despite...

Orion adds bond-rating updates to portfolio system

June 15, 2017

Orion Advisor Services' latest update to its portfolio accounting system adds daily bond rating information for client accounts, thanks to a deal the Omaha, Neb.-based firm inked with Moody's Analytics. The change will give advisers a clearer...

Prepare clients for the high costs of college

June 14, 2017

Higher education is expensive—frighteningly expensive. For most parents, providing for their children's college education is second only to retirement as their largest investment goal. But even with diligent saving, the first tuition bill...

Smart Beta: More than Just an Investing Fad

June 9, 2017

Brian Levitt Senior Investment Strategist Smart Beta investment strategies are one of the fastest-growing areas of the market. OppenheimerFunds believes Smart Beta can have the potential for better portfolio outcomes including enhanced returns,...

Are derivatives hiding risk in your bond portfolio?

June 1, 2017

Derivatives can be useful tools when used strategically. What investors need to know. Derivatives do not, on their own, have value. By definition they derive their value from the price of another asset. They can be valuable tools in modifying...

Investments that advisers should look at in an overheated market

May 24, 2017

Editor's note: This is part of a series looking at how the advice industry is getting ready for the next market correction. Investing in today's stock market is a bit like driving 90 miles an hour on a wet highway with bald tires. You may not...

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...

Bond funds soar as stocks slump and hopes for economy start to dim

April 20, 2017

Quick: What type of mutual fund has performed best the past four weeks? If you guessed real estate (3.8%), precious metals (3.6%), or India (+3.5%), nice try. It was long-term government bond funds, which soared 4.5%, according to Morningstar....

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...

Pimco's Dan Ivascyn is relieved firm's lawsuit with Bill Gross is over

April 7, 2017

Daniel Ivascyn is group chief investment officer at Pacific Investment Management Co., lead portfolio manager for the Newport Beach, Calif.-based company's fixed income strategies and the successor to Bill Gross, the company's founder. A graduate...

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...

Expect slow but steady economic growth worldwide

March 20, 2017

Joe Davis, Ph.D. Global Chief Economist Vanguard's economic team, led by Global Chief Economist Joe Davis, Ph.D., projects what various market and economic events the coming year may bring along with challenges and opportunities for investors....

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...

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