Results for "bonds / fixed income"

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Advisers warn against fleeing stocks in favor of bonds

September 17, 2018

Investors continue to favor fixed-income strategies over equities, which is contrary to what most financial advisers consider prudent at this point in the market cycle and suggests investors are anxious. The latest data from ETF.com show that...

Bill Gross chooses to load up on futures, generates big losses

September 13, 2018

​ Bill Gross leveraged up his bond fund through the use of futures during the first half of this year, only to suffer big losses on those tied to interest rates. Gross, who as manager of the Janus Henderson Global Unconstrained Bond Fund has...

Active fixed-income management makes sense now more than ever

September 7, 2018

Cracks are beginning to appear in the case for passive investing, especially in the fixed-income world. Morningstar data show that the majority of actively managed bond funds in the intermediate-term bond category outperformed their passive...

Popularity of collateralized loan obligations widens thanks to demand from rich

September 5, 2018

Some of the world's wealthiest clans have been throwing their money into an esoteric piece of financial engineering that has Wall Street in its thrall. They're called collateralized loan obligations, and they transform riskier company loans...

Three disruptions reshaping fixed-income markets

September 4, 2018

Fixed-income markets are growing more efficient by the day, and with this, the old guard of bond fund managers is under pressure. Former stars at established firms are fading — in some cases fast — as market data grow wider, deeper, and...

As ESG investments boom, asset managers seek out fixed-income options

August 30, 2018

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

Fixed-income ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco DB US Dollar Index Bullish Fund (UUP) 5.72% 0.98% $509.30 0.75% 1,227,490 2 WisdomTree Bloomberg US Dollar...

Puerto Rico sales-tax bonds soar on news of debt deal

August 9, 2018

Puerto Rico bonds soared as much as 30% after the island reached a debt restructuring deal with owners of its sales-tax backed securities, marking a significant milestone in the government's record bankruptcy. The U.S. territory's subordinated...

Bill Gross sees bond fund assets hit lowest level since November 2014

August 9, 2018

Investors pulled money from Bill Gross's bond fund for the fifth consecutive month in July, reducing the fund's assets to the lowest since November 2014, less than two months after Mr. Gross took over the go-anywhere pool. The Janus Henderson...

Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields

August 6, 2018

Not content with a previous warning investors should brace for U.S. yields of 4%, Jamie Dimon went one further at the weekend, suggesting 5% was a distinct possibility. The JPMorgan Chase & Co. CEO said Saturday that people should be prepared...

Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

July 27, 2018

The ever-frothy equity markets coupled with rising interest rates are starting to make cash look a lot more attractive to investors and financial advisers. It's a pattern that should play right into the hands of Gary Zimmerman, founder and CEO...

In wake of tax reform, muni bond market gains footing

July 23, 2018

Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors. With deductions for state...

Bill Gross's bond fund sees $580 million of outflows in first half

July 10, 2018

Investors pulled a total of about $580 million from Bill Gross's bond fund in the first half of this year, and he turned in the worst performance among his peers during the period. June marked the fourth straight month of withdrawals for Mr....

Trade war fueling bond rally

July 9, 2018

Treasury yields are slipping further away from the pivotal 3% level, and the escalating trade war between the U.S. and China has traders bracing for the world's biggest bond market to keep rallying. A four-week advance in 10-year notes, the...

Bond market portends end of boom times

July 9, 2018

It's abundantly clear that Americans as a whole are experiencing the best economy since the Great Recession. U.S. employers are adding so many workers that more people are growing encouraged to enter the labor force. Wage growth is well above...

Muni closed-end funds may be ripe for tax-loss sales

July 5, 2018

It's only July, but it's not too early to discuss selling municipal-bond closed-end funds to offset a capital gains tax liability, according to Greg Neer of Relative Value Partners. Almost 90% of closed-end funds monitored by Bloomberg posted...

The sad but important truth about taxable bonds and AUM

July 2, 2018

Investors should hold a mix of stocks and bonds. Most high-income investors have limits on their ability to shelter savings, so they need to invest a significant amount in brokerage accounts. Depending on their risk tolerance, some of these...

Volatile trading in first half upends expectations

June 29, 2018

The half that began with "melt-up" euphoria ended with melt-down fear. Investors breezed into 2018 expecting to pick up easy returns from steadily rising asset prices. Instead, they're nursing losses on bets that had delivered the biggest gains...

Retirement planning 10 years after the financial crisis

June 28, 2018

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk, to the investment vehicles they...

Guggenheim said to consider sale of asset management unit

June 21, 2018

Guggenheim Partners is exploring the sale of a stake in its $250 billion asset-management unit overseen by Scott Minerd, according to people familiar with the matter. Guggenheim Partners Investment Management has been in talks with global insurers,...

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