Results for "municipal bonds"

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As Puerto Rico crisis intensifies, mutual fund investors face loss of capital

July 1, 2015

Nearly a decade after a recession swept ashore in Puerto Rico, investors unaware of their yield-boosting investment in the island's bonds are facing the possibility that they won't get all of their money back. The new fears of default have been...

Liquidity, liquidity, liquidity are the three most important words for bonds

June 22, 2015

There are three things that matter in the bond markets these days: liquidity, liquidity and liquidity. How — or whether — investors can trade without having prices move against them has become a major worry as bonds globally tanked in the...

Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

June 9, 2015

Los Angeles, Miami, Chicago, Boston. All world class cities, all frequently represented in the National Basketball Association Finals. Indeed these four cities have been in the NBA Finals 34 times out of the 72 possible appearances since 1980....

Dynasty hires Scott D. Welch to be chief investment officer

May 14, 2015

Dynasty Financial Partners, a company that sells advisers services and tools to run their businesses, has hired Scott D. Welch for its new position as chief investment officer. In his new role, Mr. Welch will oversee investment research, choose...

4 ways to keep clients' portfolios from getting taxed to death

May 8, 2015

The 2014 tax season just passed, but there are still plenty of ideas that can serve you and your clients well throughout the year. It's not always easy, but working toward higher after-tax returns is worth it for tax-sensitive investors. Here...

Jeffrey Gundlach places big bet on Puerto Rico

April 30, 2015

DoubleLine Capital's Jeffrey Gundlach has more than doubled the holdings of junk-rated Puerto Rico debt in his Income Solutions Fund to $45 million. The $2.28 billion fund's investment in Puerto Rico general-obligation bonds as of March 31 was...

Separately managed accounts ranked by fourth-quarter returns

February 15, 2015

U.S. large-cap equity Product 4Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Principal Global Investors - REIT 15.63% 33.11% 17.74% 17.76% 15.02% 1.18 $7,965.9 Team Des Moines,...

Wealthy investors loving U.S. stocks

February 11, 2015

Some wealthy investors are growing to love the bull market, as prominent investors cheer the run-up in U.S. stock prices, according to a new survey by Legg Mason Inc. The asset manager found most of the moneyed investors it polled online are...

From stocks to bonds, the strong dollar hits global markets

February 6, 2015

For insight into the current state of financial markets, look no further than the strengthening U.S. currency. That's what Michala Marcussen, global head of economics at Societe Generale SA, has been telling clients. What she calls the “dollar...

For investors seeing bond yields slip, munis offer solid alternative

February 4, 2015

It's only a little more than month into 2015, and the first act for bonds has been another unpredictable, off-script adventure. Defying expectations that this would be the Year of Rising Interest Rates, the yield on the 10-year U.S. Treasury...

The best- and worst-performing target date funds

February 1, 2015

The target date fund series promoted by J.P. Morgan Asset Management is thriving. The firm's SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories. The firm's decisions panned out when other fund...

Bond investors pessimistic as U.S. economic growth improves

January 20, 2015

Bond investors can be a gloomy bunch, glass-half-empty types who see bad news everywhere. But they haven't been this downbeat about growth and inflation in the U.S. economy since 2008, when the bottom fell out during the financial crisis. That's...

Monitoring investments doesn't end

January 18, 2015

A case under review by the Supreme Court pits the interests of plan sponsors against plan participants and promises to resonate across future plan litigation. The outcome of Tibble v. Edison will either reduce litigation risks for plan sponsors...

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

January 14, 2015

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach. “All the job growth from 2007 until today can really be attributed...

Vanguard to offer its first muni-bond ETF

January 6, 2015

Vanguard Group Inc. plans to offer its first exchange-traded fund focused on the $3.6 trillion U.S. municipal-bond market. Valley Forge, Pa.-based Vanguard, which oversees about $140 billion in municipal debt, filed a registration statement...

Puerto Rico investors sue UBS for $4.5 million

December 31, 2014

A lawsuit brought by the purported beneficiaries of a trust is seeking more than $4.5 million as it joins the chorus of claims alleging UBS Financial Services Inc. breached its fiduciary duty in managing money tied to proprietary closed-end...

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...

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