Fixed Income

Displaying 3049 results
Bond turmoil threatens to erupt anew with inflation haunting Fed
INVESTING FIXED INCOME MAY 05, 2022
Bond turmoil threatens to erupt anew with inflation haunting Fed

Chair Jerome Powell pours cold water on the prospect for a jumbo-sized 75 basis point rate hike next month.

By Bloomberg
First Eagle interval fund offers healthy income in exchange for liquidity
INVESTING MUTUAL FUNDS MAY 04, 2022
First Eagle interval fund offers healthy income in exchange for liquidity

Investors searching for a source of income could look to credit funds with attractive yields.

By Jeff Benjamin
Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

By Jeff Benjamin
Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

By Jeff Benjamin
Bond market 'bloodbath' opens a door for income investors
INVESTING ALTERNATIVES APR 29, 2022
Bond market 'bloodbath' opens a door for income investors

As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.

By Jeff Benjamin
Global bonds set for worst ever month before burst of rate hikes
INVESTING FIXED INCOME APR 28, 2022
Global bonds set for worst ever month before burst of rate hikes

Fears of quickening inflation, a cut in Russian gas supply to Poland and Bulgaria and a red-hot Australian inflation print fueling expectations that the rout may continue.

By Bloomberg
LA broker at lead firm that sold GWG bonds hit with complaints
INVESTING ALTERNATIVES APR 22, 2022
LA broker at lead firm that sold GWG bonds hit with complaints

Tony Barouti, a broker registered with Emerson Equity, faces two investor complaints alleging $1.37 million in damages, according to his BrokerCheck profile.

By Bruce Kelly
Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.

By Jeff Benjamin
Treasury yield surge to threaten bull run’s last resistance line
INVESTING FIXED INCOME APR 12, 2022
Treasury yield surge to threaten bull run’s last resistance line

Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.

By Bloomberg
Advisers buckle up for more market volatility
INVESTING RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

By Jeff Benjamin
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson
INVESTING FIXED INCOME APR 10, 2022
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson

Investors should get out of bonds as rates rise and diversify their portfolios with exposure to agricultural products, oil and metals facing supply disruptions due to the war in Ukraine.

By Bloomberg
GWG Holdings hit with Nasdaq notice over stock listing
INVESTING ALTERNATIVES APR 07, 2022
GWG Holdings hit with Nasdaq notice over stock listing

Shares of the beleaguered alternative investment manager hit a new low of $1.78 in trading Thursday morning.

By Bruce Kelly
Fed officials weigh pruning balance sheet by $95 billion a month
INVESTING FIXED INCOME APR 06, 2022
Fed officials weigh pruning balance sheet by $95 billion a month

Officials proposed shrinking the Fed’s balance sheet at a maximum monthly pace of $60 billion in Treasuries and $35 billion in mortgage-backed securities.

By Bloomberg
Global bond sell-off deepens as Fed steps up tightening rhetoric
INVESTING FIXED INCOME APR 06, 2022
Global bond sell-off deepens as Fed steps up tightening rhetoric

The prospect of aggressive Fed action propelled the benchmark 10-year Treasuries back into ranges seen in 2018 and 2019.

By Bloomberg
State Street launches active muni ESG fund
INVESTING ESG APR 05, 2022
State Street launches active muni ESG fund

The exchange-traded fund is sub-advised by Nuveen Asset Management, a unit of TIAA.

By InvestmentNews
GWG prepping for bankruptcy: Sources
INVESTING ALTERNATIVES APR 04, 2022
GWG prepping for bankruptcy: Sources

Investors in the $1.6 billion of bonds issued by GWG face dire consequence if the alternative asset manager files for bankruptcy.

By Bruce Kelly
Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

By Jeff Benjamin
Riskalyze doubles down on fixed-income analysis
INVESTING ALTERNATIVES MAR 30, 2022
Riskalyze doubles down on fixed-income analysis

The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.

By Jeff Benjamin
Mom and pop buying fewer muni bonds directly
INVESTING MUTUAL FUNDS MAR 25, 2022
Mom and pop buying fewer muni bonds directly

Instead, retail investors are moving toward buying mutual funds and ETFs, which have roughly doubled their holdings of municipal securities over the last decade.

By Bloomberg
This is now the worst drawdown on record for global fixed income
INVESTING RETIREMENT PLANNING MAR 23, 2022
This is now the worst drawdown on record for global fixed income

Rising inflationary pressure around the world is fueling concerns about the ability of the global economy to weather any sustained period of higher financing costs.

By Bloomberg