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Advisers warn clients about ‘long, difficult bear market’
The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.
Despite inflationary pressures, asset managers continue to lower fees
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
Bond market ‘bloodbath’ opens a door for income investors
As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.
Global bonds set for worst ever month before burst of rate hikes
Fears of quickening inflation, a cut in Russian gas supply to Poland and Bulgaria and a red-hot Australian inflation print fueling expectations that the rout may continue.
LA broker at lead firm that sold GWG bonds hit with complaints
Tony Barouti, a broker registered with Emerson Equity, faces two investor complaints alleging $1.37 million in damages, according to his BrokerCheck profile.
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Treasury yield surge to threaten bull run’s last resistance line
Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.
Advisers buckle up for more market volatility
Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson
Investors should get out of bonds as rates rise and diversify their portfolios with exposure to agricultural products, oil and metals facing supply disruptions due to the war in Ukraine.
GWG Holdings hit with Nasdaq notice over stock listing
Shares of the beleaguered alternative investment manager hit a new low of $1.78 in trading Thursday morning.
Fed officials weigh pruning balance sheet by $95 billion a month
Officials proposed shrinking the Fed’s balance sheet at a maximum monthly pace of $60 billion in Treasuries and $35 billion in mortgage-backed securities.
Global bond sell-off deepens as Fed steps up tightening rhetoric
The prospect of aggressive Fed action propelled the benchmark 10-year Treasuries back into ranges seen in 2018 and 2019.
State Street launches active muni ESG fund
The exchange-traded fund is sub-advised by Nuveen Asset Management, a unit of TIAA.
GWG prepping for bankruptcy: Sources
Investors in the $1.6 billion of bonds issued by GWG face dire consequence if the alternative asset manager files for bankruptcy.
Manning & Napier goes private, sells at 41% premium to Callodine
The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.
Riskalyze doubles down on fixed-income analysis
The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.
Mom and pop buying fewer muni bonds directly
Instead, retail investors are moving toward buying mutual funds and ETFs, which have roughly doubled their holdings of municipal securities over the last decade.
This is now the worst drawdown on record for global fixed income
Rising inflationary pressure around the world is fueling concerns about the ability of the global economy to weather any sustained period of higher financing costs.
First rate hike since 2018 has advisers adjusting client portfolios
Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.
MSRB ponders ESG disclosure for muni bonds
Asset managers said they would favor access to more consistent data, while governments appeared to be split on how, if at all, MSRB should try to improve ESG reporting.
