Fixed Income

Displaying 3049 results
Bond market doesn't see volatility fading away anytime soon
INVESTING FIXED INCOME OCT 24, 2022
Bond market doesn't see volatility fading away anytime soon

While the high volatility can provide buying opportunities, any effort to call a bottom has been thwarted as yields drifted higher.

By Bloomberg
Lead broker-dealer seller of GWG L bonds sues its insurers
INVESTING ALTERNATIVES OCT 18, 2022
Lead broker-dealer seller of GWG L bonds sues its insurers

'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.

By Bruce Kelly
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
INVESTING RIAS OCT 17, 2022
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022

The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.

By Jeff Benjamin
Morgan Stanley rides wealth management as a third-quarter highlight
INVESTING WIREHOUSES OCT 14, 2022
Morgan Stanley rides wealth management as a third-quarter highlight

The wealth management group attracted $65 billion in net new asset during the quarter, pushing the total this year to $260 billion.

By Jeff Benjamin
Rising interest rates make cash management fun again
INVESTING EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

By Jeff Benjamin
As Fed battles inflation, fixed-income investing regains popularity, purpose
INVESTING RIAS OCT 03, 2022
As Fed battles inflation, fixed-income investing regains popularity, purpose

Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.

By Jeff Benjamin
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 
INVESTING FINTECH SEP 29, 2022
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 

I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.

By Bloomberg
Market pullback, recession threat send more financial advisers to alternatives
INVESTING RIAS SEP 23, 2022
Market pullback, recession threat send more financial advisers to alternatives

In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.

By Jeff Benjamin
Sustainable bond sales fall far behind 2022 projections
INVESTING ESG SEP 23, 2022
Sustainable bond sales fall far behind 2022 projections

But for sustainability-linked bonds, sales are up 18% year-to-date compared with this time in 2021, according to S&P.

By Emile Hallez
Pension funds fixate on climate change
INVESTING EQUITIES SEP 21, 2022
Pension funds fixate on climate change

A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.

By Jeff Benjamin
As Fed battles inflation, financial advisers brace for recession fallout
INVESTING EQUITIES SEP 19, 2022
As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

By Jeff Benjamin
SEC slaps B-D with $100,000 penalty for not registering as muni adviser
INVESTING FIXED INCOME SEP 15, 2022
SEC slaps B-D with $100,000 penalty for not registering as muni adviser

Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.

By InvestmentNews
Advisers to fill portfolio chinks with fixed income and alts 
INVESTING ALTERNATIVES SEP 12, 2022
Advisers to fill portfolio chinks with fixed income and alts 

While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.

By Devin McGinley
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
INVESTING RIAS SEP 09, 2022
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January

The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.

By Jeff Benjamin
Global bonds step into bear market as central banks seek to quash inflation
INVESTING FIXED INCOME SEP 02, 2022
Global bonds step into bear market as central banks seek to quash inflation

Rapid interest-rate hikes deployed by policy makers in response to soaring inflation have brought to an end a four-decade bull market in bonds.

By Bloomberg
UBS dumped from Texas municipal bond deal
INVESTING FIXED INCOME AUG 29, 2022
UBS dumped from Texas municipal bond deal

The bank won’t be part of the underwriting syndicate for transaction after state Comptroller Glenn Hegar included UBS on list of firms he deems “boycott” the fossil-fuel industry.

By Bloomberg
Inflationary trend lands advisers in unfamiliar territory
INVESTING EQUITIES AUG 24, 2022
Inflationary trend lands advisers in unfamiliar territory

The Biden administration's plan to cancel billions in student debt could drive inflation even higher.

By Jeff Benjamin
Income alternatives for individual investors
INVESTING OPINION AUG 24, 2022
Income alternatives for individual investors

The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.

By Jack Snyder Jr.
Investors see 60/40 mix enduring despite recent turmoil, survey shows
INVESTING FIXED INCOME AUG 15, 2022
Investors see 60/40 mix enduring despite recent turmoil, survey shows

The tactic has taken a beating this year as bonds were hit by the steepest slump in decades, compounding the stock market's losses instead of buffering against them.

By Bloomberg
Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

By Jeff Benjamin