Fixed Income

Displaying 3049 results
David Lerner Associates' liabilities  keep growing
INVESTING FIXED INCOME OCT 12, 2020
David Lerner Associates' liabilities keep growing

The broker-dealer reported a 'negative net worth' of $22 million last year

By Bruce Kelly
Volatility coming for muni market
INVESTING FIXED INCOME OCT 09, 2020
Volatility coming for muni market

BlackRock, Wells Fargo analysts see the election and a surge in muni sales shattering the market's calm

By Bloomberg
Bets mount on steeper Treasury yield curve
INVESTING FIXED INCOME OCT 05, 2020
Bets mount on steeper Treasury yield curve

Steepener trades are often seen as bets on reflation; investors are also preparing for the possibility of bigger deficits if Democrats prevail in November

By Bloomberg
MacKay Shields names Janelle Woodward president
INVESTING PRACTICE MANAGEMENT SEP 28, 2020
MacKay Shields names Janelle Woodward president

Woodward joins from BMO Global and succeeds retiring president Lucille Protas

By Jeff Benjamin
Democratic sweep may be best scenario for risk markets: Credit Suisse
INVESTING EQUITIES SEP 28, 2020
Democratic sweep may be best scenario for risk markets: Credit Suisse

Such a scenario could lead to greater deficit spending that would be 'massively pro-growth,' analysts say

By Bloomberg
Bond market refresh
INVESTING ESG SEP 27, 2020
Bond market refresh

ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market

By Jeff Benjamin
The time to look beyond bonds for income is right now
INVESTING FIXED INCOME SEP 24, 2020
The time to look beyond bonds for income is right now

Savvy advisers are adding value by trimming fixed income and rethinking the 60/40 rule

By Jeff Benjamin
PE to fuel insurance industry M&A: Report
INVESTING ALTERNATIVES SEP 17, 2020
PE to fuel insurance industry M&A: Report

Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests

By Emile Hallez
SEC settles with charter-school operator over muni bond offering
INVESTING FIXED INCOME SEP 14, 2020
SEC settles with charter-school operator over muni bond offering

The agency said Arizona’s Park View School misled investors about its financial condition

By InvestmentNews
America’s $20 trillion debt pile is getting cheaper
INVESTING FIXED INCOME SEP 11, 2020
America’s $20 trillion debt pile is getting cheaper

The U.S. deficit has ballooned in recent months, but the decline in interest rates has cut the cost of servicing the debt

By Bloomberg
BlackRock strategists cool on credit
INVESTING FIXED INCOME SEP 09, 2020
BlackRock strategists cool on credit

The firm's research arm sees investment-bond bonds hampered by frothy valuations and rising interest-rate risk, but are somewhat bullish on junk-rated debt

By Bloomberg
Gundlach says high-yield bond defaults may almost double
INVESTING FIXED INCOME SEP 09, 2020
Gundlach says high-yield bond defaults may almost double

The fund manager criticized the Fed's emergency actions as buoying asset prices and spurring unsustainable corporate borrowing

By Bloomberg
Cash-like ETFs see big outflows
INVESTING MUTUAL FUNDS AUG 31, 2020
Cash-like ETFs see big outflows

Investors are exiting such funds at the fastest pace ever as stocks surge and corporate bonds look more appealing

By Bloomberg
Fed adopts more relaxed approach to fighting inflation
INVESTING FIXED INCOME AUG 27, 2020
Fed adopts more relaxed approach to fighting inflation

The adjustment in monetary policy could keep interest rates low for years to come

By Bloomberg
Helping clients navigate the fixed-income storm
INVESTING OPINION AUG 26, 2020
Helping clients navigate the fixed-income storm

With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged

By John Kennedy
Investing after the 'great reset'
INVESTING EQUITIES AUG 25, 2020
Investing after the 'great reset'

Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes

By Mary Beth Franklin
Looking for uncorrelated returns? Consider reinsurance
INVESTING OPINION AUG 25, 2020
Looking for uncorrelated returns? Consider reinsurance

The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts

By Frank A. Burke
Advisers question the value of bonds in client portfolios
INVESTING PRACTICE MANAGEMENT AUG 19, 2020
Advisers question the value of bonds in client portfolios

The traditional portfolio ballast layers on risk without providing much reward

By Jeff Benjamin
Treasuries indicate the Fed is getting an edge on inflation
INVESTING FIXED INCOME AUG 19, 2020
Treasuries indicate the Fed is getting an edge on inflation

Inflation-adjusted rates on 10-year Treasuries and U.S. households' rising inflation expectations are among the signals that the central bank's efforts are working

By Bloomberg
One PEP for all clients: Retirement Income Summit day four
INVESTING RETIREMENT PLANNING AUG 18, 2020
One PEP for all clients: Retirement Income Summit day four

The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said

By Emile Hallez