Stephen Laipply, US head of fixed-income ETFs at BlackRock, explains why now is a once-in-many-years opportunity to rebalance 60/40 portfolios.
A net total of $3.1 billion flowed into the country’s sustainable investments last year, and these funds shed nearly $6.2 billion in the final stretch of 2022.
While the popular guideline is a good starting point, inflation and rising interest rates are factors that change the game when it comes to retirement withdrawals.
Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.
A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.
Green bonds will drive sales, and sustainability-linked bonds are facing a test, S&P found.
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
After making a killing by scooping up speculative mortgage debt on the cheap in the wake of the financial crisis, Ivascyn expects the next big opportunity to come in corporate debt.
As fixed income weighs down the classic 60/40 portfolio, allocations to alternatives are expected to rise over the next three years.
Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
Up 17% over the past three months, gold is turning heads as a potential hedge.
The Institute of International Finance forecasts a rebound in environmental, social bond issuance.
The advisor, Anthony B. Liddle, 40, was barred from the securities industry last June by the Financial Industry Regulatory Authority Inc.
The agency alleged that from 2016 through last October, the company's BVAL failed to disclosed that valuations could be based on a single data input, rather than other methodologies it presented.
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
YieldX’s technology will be integrated into FNZ’s existing product to enable advisors to scan the universe of fixed-income securities.
Other direct indexing products have avoided the fixed-income space because it has a different liquidity profile and requires going directly to dealers.
They're confident that after some political theater over the next few months, lawmakers will reach an agreement to boost the debt limit because the consequences of not doing so would be catastrophic.
