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Brian Chappatta

Displaying 7 results

Topic

Morgan Stanley sees wealthy sticking with cash

The wirehouse's clients have been shifting from stocks into cash or cash equivalents

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Franklin exits fund purgatory with Legg Mason deal

The acquisition will double Franklin's assets, which hadn't grown in the last 18 months

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Bond funds aim to win over the green-curious, not purists

Big fixed-income managers pit their ESG portfolios against a broad set of competitors

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Fixed income is still a mystery to many investors

A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.

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The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

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Vanguard defends the value of active bond funds

When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.

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Meredith Whitney was wrong about munis

The banking analyst's 2010 prediction that there would be '50 to 100' defaults among state and local governments failed to pan out.