Results for "municipal bonds"

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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...

OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

May 5, 2017

Puerto Rico's recent bankruptcy filing shines fresh light on the so-called Rochester team at OppenheimerFunds, which has remained stubbornly committed to the U.S. territory even as it has rumbled toward a wall of financial woes. The filing on...

Arizona broker-dealer settles charges it underwrote fraudulent muni bonds

April 6, 2017

Lawson Financial Corp., a now-defunct municipal bond underwriter in Phoenix, Ariz., has settled with the Securities and Exchange Commission over charges related to muni bond offerings the firm underwrote that turned out to be fraudulent. Also...

DOL fiduciary rule gets it half right on the municipal bond market

July 7, 2016

While some modifications have been made, municipal-bond investors are still left in a potentially tight spot with regard to the Department of Labor's fiduciary rule. To its credit, the DOL seems to be listening to feedback with an open mind,...

The markets brace for Puerto Rico's default

June 30, 2016

The markets are bracing for the next shoe to drop in the form of a default by Puerto Rico. The plan to default on $1 billion worth of general obligation bonds. With GE Capital now off the list of financial institutions the government considers...

Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

June 30, 2016

As Puerto Rico inches ever closer to defaulting on its next debt payment, Congress has stepped up to try to help the island find a way out of its suffocating financial woes, which includes $70 billion worth of debt on top of $40 billion in underfunded...

The case for favoring revenue bonds over general obligation bonds

June 13, 2016

A municipal bond is a municipal bond is a municipal bond. Anyone who believes that to be true has failed to see the increasingly idiosyncratic nature of the municipal marketplace. A testament to that fact: The Barclays Puerto Rico Index declined...

Why the inventor of 401(k)s came to view them as 'monsters'

May 19, 2016

The father of the 401(k) grew to think the plans were better at sending fees back to the financial industry than helping savers. “He believed in doing the right thing.” Mark Cuban says with “100% certainty” that the market will tank...

Survey of 50 states shows 'stable' finances, for most

May 15, 2016

For municipal bond investors, surveying the 50 states is a bit like attending a high school reunion. Some folks are doing great, while Ralphie and Julie really need to check into rehab. The annual State of the States survey by Conning & Co....

Keep your eye on the Puerto Rico bond saga

May 8, 2016

Puerto Rico's debt default should be a lesson for investors and their advisers: Even apparently low-risk investments, such as municipal bond mutual funds, must be monitored regularly. And the default shows once again that high returns probably...

OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds

May 3, 2016

Puerto Rico's missed debt payment on Monday is seen by some on Wall Street as just the latest shoe to drop for the financially-strapped island nation. The country has another $2 billion debt payment due July 1, is $70 billion in debt, and is...

Puerto Rico default could blindside investors in municipal bonds

May 2, 2016

As the Puerto Rican government embraces default as a way of dealing with a $422 million debt payment due Monday, a lot of investors and financial advisers might be surprised at how exposed they are to the island country's financial woes. Even...

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

April 15, 2016

Investors poured an estimated $31.9 billion into bond funds in March, and investment advisers did much of the pouring. The inflow to bond funds was the most since January 2013, when bond funds saw a net $32.6 billion come in, says Morningstar,...

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...

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