Fixed Income

Displaying 3128 results
FIXED INCOME APR 27, 2016
Donald Trump to Janet Yellen: 'If I'm elected, you're fired'

Plus: Wall Street wants to send Sanders packing to Cuba, silver outshines gold, and Harriet Tubman nabs a spot on the 20-spot

By Jeff Benjamin
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

By John Waggoner
ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

By Jeff Benjamin
Investors flee actively managed funds for ETFs
EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

By John Waggoner
BlackRock, GMO forecast single-digit returns for U.S. stocks
EQUITIES APR 19, 2016
BlackRock, GMO forecast single-digit returns for U.S. stocks

High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet

By John Waggoner
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

By John Waggoner
Gundlach calls negative rates 'dumbest, most horrible' idea
FIXED INCOME APR 14, 2016
Gundlach calls negative rates 'dumbest, most horrible' idea

Best place to hide if rates go negative is government bonds.

By Jeff Benjamin
Some American Funds offer up to 18 share classes: Overkill?
EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.

By John Waggoner
Fidelity research highlights the active-management edge
EQUITIES APR 12, 2016
Fidelity research highlights the active-management edge

Low fund fees and big fund complexes equal outperformance.

By Jeff Benjamin
Investors still looking for ways to bridge the gap between stocks and bonds
EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

By Thomas Hoops
For robo-advisers, the next bear market will be a big test
RIA NEWS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

By Bloomberg
EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

By John Waggoner
FIXED INCOME MAR 31, 2016
El-Erian: What the Fed will and won't do

Here are four things Fed officials are likely to do and not do this week, according to Mohamed El-Erian, the chief economic adviser at Allianz.

By Mohamed El-Erian
Fidelity starts testing robo-adviser service on clients
EQUITIES MAR 29, 2016
Fidelity starts testing robo-adviser service on clients

Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.

By Bloomberg
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

By Bloomberg
Vanguard raises some expense ratios
EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
Low expenses the biggest trend in the fund industry, experts say
EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

By John Waggoner
EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
UBS to pay $2.9 million to settle investor Puerto Rico claims
EMERGING MARKETS MAR 25, 2016
UBS to pay $2.9 million to settle investor Puerto Rico claims

Finra orders the firm to pay about $2.9 million to two investors in Puerto Rico closed-end municipal bond funds. Total claims top $1.1 billion.

By Bloomberg
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

By Mark Schoeff Jr.