The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
The Biden administration's record-setting government spending is seen as a path to higher inflation.
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
The big increase in the U.S. M1 money supply could lead to inflationary pressures that will increase risks for the fixed-income portion of a 60-40 portfolio allocation.
In late 2008, amid the financial crisis, traders expected several Fed hikes in the following couple of years, but central bank officials didn't tighten until 2015.
Companies in sectors that many ESG funds would exclude, such as tobacco, fossil fuel and gaming companies, can still access credit markets with relative ease, investors say.
The largest U.S. wireless carrier splurged on airwaves in an attempt to catch up to rival T-Mobile in developing new 5G wireless services.
Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.
The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.
Strong investor demand for sustainable investments pushes offering at the last minute up by $50 million to $800 million.
The traditional mix of 60% equities and 40% bonds has come under threat of late as losses in the stock market are sometimes met with little more than a shrug in U.S. Treasuries, rather than a rally that protects the entire portfolio.
A fledgling operation is hoping to turn back the clock by introducing gold bonds that are purchased and repaid with actual gold, a common practice about 90 years ago before FDR’s Gold Reserve Act put the kibosh on all the fun.
As control shifts to Democrats, corporate bonds for climate, infrastructure and other projects likely to grow
SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products
Investors are looking ahead to a future without massive debt-fueled stimulus spending or a rollback of Trump's tax cuts
Bondholders are getting back just a few cents on the dollar as a result of weakened covenants, explosion in corporate debt
The European Union's first social bond was vastly oversubscribed, suggesting the market for such securities is underserved
Some managers are exploring other investments, ranging from options to currencies, to provide the protection that traditionally came from Treasuries
