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Hedging inflation requires tiptoeing through TIPS
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Bond market dilemma: How to lower duration without sacrificing yield
Investors could benefit from investing in a lower-duration, diversified fixed-income solution that invests in high income-producing sectors, such as high-quality high yield or emerging market debt.
UBS sued over muni-bond snafu that cost clients
UBS Financial Services misreported interest paid on taxable munis, resulting in higher tax bills for clients, according to a lawsuit.
New ETF firm wants to shake up fixed-income investing
BondBloxx, founded by a group of former BlackRock executives, will offer fixed-income exchange-traded funds that target specific industry sectors.
Trader who blew up IFS Securities charged with fraud
The trader, Keith Wakefield, was charged with one count of securities fraud, which carries a maximum sentence of one year in prison.
Quants poised to take over the world of bonds: Invesco
With the work-from-home era fueling a boom in electronic trading, the majority of investors in a $31 trillion community say they now deploy factor strategies in bond portfolios.
Don’t worry about inflation, but do prepare for it
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
RBC to pay SEC $800,000 for muni offering violations
The agency says the firm favored ‘flippers’ over institutional and retail clients when it allocated newly issued municipal bonds.
VanEck launches first sustainable muni ETF
Municipal bond exchange-traded funds have attracted a record amount of cash this year as investors try to shield income from potentially higher levies under the Biden administration.
Capital Group launches new ETFs, but without American Funds name
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
Federated enters ETF market with 2 active bond funds
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
Rush to munis could boost Medicare premiums
The income calculation for Medicare and Social Security includes tax-exempt interest on municipal bonds.
The new active approach to credit investing
Enhancing the return prospects of individual investors seeking yield calls for hands-on, agile, active management — and the more flexible the approach, the better.
New ‘bond alternative’ ETF targets nervous income investors
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
ETF inflows on track to shatter 2020 record
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
Energy, financials, real estate sectors riding inflation wave
Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
Latest blow to 60/40 model is exodus of mom and pop investors
Savers are ditching the formula that's anchored retirement plans for more than half a century, after already low interest rates hit rock bottom during the pandemic.
Decumulation in an evolving interest-rate environment
Current low interest rates add to the stress of establishing a retirement strategy because the 'cost' of generating retirement income from a portfolio of stocks and bonds is now higher.
Investors flock to municipal bonds for yield and shelter
The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.
Advisers walk fine line when managing client cash
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
