Fixed Income

Displaying 3049 results
Advisors debate how to make muni bond allocations count
INVESTING FIXED INCOME AUG 24, 2023
Advisors debate how to make muni bond allocations count

The good news is that, broadly speaking, the picture looks really sound in muni world.

By Gregg Greenberg
Why bonds are the best since the financial crisis
INVESTING FIXED INCOME AUG 24, 2023
Why bonds are the best since the financial crisis

Investors are weighing prospect of higher rates for longer.

By Bloomberg
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
INVESTING RETIREMENT PLANNING AUG 23, 2023
Single-bond ETF manager goes against current by asking SEC for mutual fund share class

There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.

By Emile Hallez
Schwab to issue debt after news of job cuts
INVESTING FIXED INCOME AUG 22, 2023
Schwab to issue debt after news of job cuts

The longest-dated portion of the firm's senior unsecured notes, an 11-year fixed-to-floating-rate note, may yield about 2.05 percentage points over Treasuries.

By Bloomberg
BofA strategists warn bond investors of '5% world'
INVESTING FIXED INCOME AUG 18, 2023
BofA strategists warn bond investors of '5% world'

Bond traders are finally coming to the realization that the rock-bottom yields of recent history might be gone for good.

By Bloomberg
Equities provided institutions with a 2.3% median return in second quarter
INVESTING EQUITIES AUG 11, 2023
Equities provided institutions with a 2.3% median return in second quarter

Northern Trust research shows that tech sector stocks, especially AI, were among the winners.

By Steve Randall
Don’t fear the inverted yield curve
INVESTING OPINION AUG 09, 2023
Don’t fear the inverted yield curve

The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.

By Gautam Khanna
S&P drops ESG scores from debt ratings
INVESTING ESG AUG 09, 2023
S&P drops ESG scores from debt ratings

The company made the change in response to confusion among investors who use its corporate credit ratings.

By Bloomberg
Will long-dated Treasuries entice investors?
INVESTING FIXED INCOME AUG 08, 2023
Will long-dated Treasuries entice investors?

Or will higher yields repel buyers in the next round of refinancing?

By Bloomberg
Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
INVESTING FIXED INCOME AUG 02, 2023
Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

'Not worth panicking about' — advisors caught off guard by Fitch's timing but remain sanguine.

By Mark Schoeff Jr.
Fitch downgrades US credit rating
INVESTING FIXED INCOME AUG 01, 2023
Fitch downgrades US credit rating

In cutting its rating on US sovereign debt to AA from AAA, Fitch cited 'repeated debt limit standoffs and last-minute resolutions.'

By Bloomberg
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
INVESTING RIAS JUL 31, 2023
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

By Jeff Benjamin
Contentious ESG label dethroning green bonds, says former HSBC banker
INVESTING ESG JUL 20, 2023
Contentious ESG label dethroning green bonds, says former HSBC banker

While sustainability-linked bonds have come in for some criticism, they have the potential to dominate the roughly $6 trillion ethical debt market.

By Bloomberg
Are we set for a bonds bonanza?
INVESTING ETFS JUL 14, 2023
Are we set for a bonds bonanza?

BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.

By Emile Hallez
Financial advisors expect latest inflation data to cool Fed's jets
INVESTING RIAS JUL 12, 2023
Financial advisors expect latest inflation data to cool Fed's jets

With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.

By Jeff Benjamin
Why bonds are shaping up to be the new alternative investment
INVESTING RIAS JUL 06, 2023
Why bonds are shaping up to be the new alternative investment

As the recession outlook moves further down the road, advisors see the Fed keeping rates higher for longer, boosting the appeal of fixed income.

By Jeff Benjamin
Advisors prep clients for recession everyone anticipates but nobody can see
INVESTING RIAS JUL 05, 2023
Advisors prep clients for recession everyone anticipates but nobody can see

Consensus estimates are that the US economy will dip into recession later this year or early next year.

By Jeff Benjamin
ESG-linked bonds add clauses that let them escape financial penalties
INVESTING ESG JUL 03, 2023
ESG-linked bonds add clauses that let them escape financial penalties

A quarter of sustainability-linked bonds, which typically pay higher interest if the issuer misses ESG targets, can be redeemed before any penalty is triggered, according to a new report.

By Bloomberg
Strong first half for markets forces advisors to defend pessimistic outlooks
INVESTING RIAS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

By Jeff Benjamin
Advisors, be careful what you wish for with interest rates
INVESTING FIXED INCOME JUN 30, 2023
Advisors, be careful what you wish for with interest rates

'When an advisor or client stretches for yield, that’s when they can get hit,' one financial advisor notes.

By Bruce Kelly