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Pension funds fixate on climate change
A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.
As Fed battles inflation, financial advisers brace for recession fallout
Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.
SEC slaps B-D with $100,000 penalty for not registering as muni adviser
Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.
Advisers to fill portfolio chinks with fixed income and alts
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.
Global bonds step into bear market as central banks seek to quash inflation
Rapid interest-rate hikes deployed by policy makers in response to soaring inflation have brought to an end a four-decade bull market in bonds.
UBS dumped from Texas municipal bond deal
The bank won’t be part of the underwriting syndicate for transaction after state Comptroller Glenn Hegar included UBS on list of firms he deems “boycott” the fossil-fuel industry.
Inflationary trend lands advisers in unfamiliar territory
The Biden administration's plan to cancel billions in student debt could drive inflation even higher.
Income alternatives for individual investors
The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.
Investors see 60/40 mix enduring despite recent turmoil, survey shows
The tactic has taken a beating this year as bonds were hit by the steepest slump in decades, compounding the stock market's losses instead of buffering against them.
Single-stock ETF craze leads to single Treasury bond exposure
The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.
Pimco sees $29 billion in outflows as rate hikes hit bond funds
The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.
Parents getting schooled on 529 plans as kids return to campus
This year's slide in stocks and bonds hasn't been pleasant for anyone, but it's been most disheartening for those with kids heading off to college this fall.
Will a target-date fund crash bury the boomers?
A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.
BlackRock warns against dip buying as high-volatility era dawns
Investors should bet on credit instead, because valuations have improved and default risk is contained, according to BlackRock strategists.
Financial advisers turn surprisingly bullish on the second half
Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.
Response to inflation is likely to dominate economic policies
While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.
It’s not too late to join the liquid alts party, Morningstar says
Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.
Economic uncertainty puts alternative investments front and center
Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.
Wholesalers at B-D that sold GWG bonds jump ship
When wholesalers leave a broker-dealer en masse, it's a signal that the firm's efforts to sell more product and generate more revenue could be greatly hampered.
