Fixed Income

Displaying 3128 results
EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

By Ellie Zhu
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

By Jeff Benjamin
Vanguard rolls out funds with 0.01% expense ratio
EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

By John Waggoner
EQUITIES MAR 15, 2016
Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously

By Jeff Benjamin
EQUITIES MAR 14, 2016
Why Goldman Sachs is launching an online bank

Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.

By Bloomberg
Emerging markets lead stocks higher as oil prices climb
EQUITIES MAR 11, 2016
Emerging markets lead stocks higher as oil prices climb

Shares in developing nations were on the brink of a bull market as oil rose and favorable shifts in central-bank policies supported riskier assets.

By Bloomberg
Pimco defends treating dividends, capital gains as new inflows
MUTUAL FUNDS MAR 11, 2016
Pimco defends treating dividends, capital gains as new inflows

Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.

By John Waggoner
More than 20% of mutual funds shuttered over last five years
EQUITIES MAR 11, 2016
More than 20% of mutual funds shuttered over last five years

Competition from index funds could hold the death rate steady going forward.

By John Waggoner
Pace of rate hikes will be 'irregular' - El-Erian
FIXED INCOME MAR 10, 2016
Pace of rate hikes will be 'irregular' - El-Erian

The Fed will not follow its usual &quot;hike at every meeting&quot; process. Instead, the pace of the campaign will be irregular, and highly dependent on conditions, according to Mohamed El-Erian, the chief economic adviser at Allianz SE

By Mohamed A. El-Erian
With some juice back in the stock market, a Fed rate hike moves back to center stage
EQUITIES MAR 09, 2016
With some juice back in the stock market, a Fed rate hike moves back to center stage

<i>Breakfast with Benjamin</i> The mildly encouraging stock market rally means we're back to talking about the possibility of a Fed rate hike.

By Jeff Benjamin
Warren Buffett's investing dos and don'ts
EQUITIES MAR 09, 2016
Warren Buffett's investing dos and don'ts

Whether you're a home buyer considering a mortgage, or an executive weighing a takeover, the 85-year-old billionaire has advice for anyone looking to live a more rational, financially successful life.

By Bloomberg
EQUITIES MAR 08, 2016
Chinese stock futures drop 10% in one minute, raising investor anxiety over volatility

The unexplained slump follows a similar drop for the Hang Seng Index in May.

By Bloomberg
Pimco may face lengthy fight in Bill Gross lawsuit after stormy exit
FIXED INCOME MAR 08, 2016
Pimco may face lengthy fight in Bill Gross lawsuit after stormy exit

Pacific Investment Management Co. may not win a quick end to Bill Gross's lawsuit claiming he's owed hundreds of millions of dollars after allegedly being forced out of the firm he co-founded 45 years ago.

By Bloomberg
FIXED INCOME MAR 04, 2016
What happens if the Fed goes negative?

The most obvious victims of a negative-rate environment are savers and retirees

By MFXFeeder
Once unheard of, negative interest rates emerge as a viable Fed tool
FIXED INCOME MAR 04, 2016
Once unheard of, negative interest rates emerge as a viable Fed tool

Savers and retirees would suffer the most

By Jeff Benjamin
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin
EQUITIES FEB 29, 2016
Allianz's El-Erian: What markets need from Friday's U.S. jobs report

The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.

By Mohamed El-Erian
EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

By Jeff Benjamin
Aequitas meltdown underscores the importance of due diligence, caution
RIA NEWS FEB 29, 2016
Aequitas meltdown underscores the importance of due diligence, caution

The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.

By Jeff Benjamin
EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

By MFXFeeder