Fixed Income

Displaying 3085 results
Rising interest rates make cash management fun again
EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

By Jeff Benjamin
As Fed battles inflation, fixed-income investing regains popularity, purpose
RIA NEWS OCT 03, 2022
As Fed battles inflation, fixed-income investing regains popularity, purpose

Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.

By Jeff Benjamin
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 
FINTECH SEP 29, 2022
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 

I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.

By Bloomberg
Market pullback, recession threat send more financial advisers to alternatives
RIA NEWS SEP 23, 2022
Market pullback, recession threat send more financial advisers to alternatives

In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.

By Jeff Benjamin
Sustainable bond sales fall far behind 2022 projections
FIXED INCOME SEP 23, 2022
Sustainable bond sales fall far behind 2022 projections

But for sustainability-linked bonds, sales are up 18% year-to-date compared with this time in 2021, according to S&P.

By Emile Hallez
Pension funds fixate on climate change
EQUITIES SEP 21, 2022
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.

By Jeff Benjamin
As Fed battles inflation, financial advisers brace for recession fallout
EQUITIES SEP 19, 2022
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.

By Jeff Benjamin
SEC slaps B-D with $100,000 penalty for not registering as muni adviser
FIXED INCOME SEP 15, 2022
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.

By InvestmentNews
Advisers to fill portfolio chinks with fixed income and alts 
ALTERNATIVES SEP 12, 2022
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.

By Devin McGinley
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
RIA NEWS SEP 09, 2022
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.

By Jeff Benjamin
Global bonds step into bear market as central banks seek to quash inflation
FIXED INCOME SEP 02, 2022
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.

By Bloomberg
UBS dumped from Texas municipal bond deal
FIXED INCOME AUG 29, 2022
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.

By Bloomberg
Inflationary trend lands advisers in unfamiliar territory
EQUITIES AUG 24, 2022
Inflationary trend lands advisers in unfamiliar territory

The Biden administration's plan to cancel billions in student debt could drive inflation even higher.

By Jeff Benjamin
Income alternatives for individual investors
OPINION AUG 24, 2022
Income alternatives for individual investors

The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.

By Jack Snyder Jr.
Investors see 60/40 mix enduring despite recent turmoil, survey shows
FIXED INCOME AUG 15, 2022
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.

By Bloomberg
Single-stock ETF craze leads to single Treasury bond exposure
EQUITIES AUG 09, 2022
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.

By Jeff Benjamin
Pimco sees $29 billion in outflows as rate hikes hit bond funds
FIXED INCOME AUG 05, 2022
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.

By Bloomberg
Parents getting schooled on 529 plans as kids return to campus
FIXED INCOME AUG 03, 2022
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.

By Gregg Greenberg
Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
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%.

By Gregg Greenberg
BlackRock warns against dip buying as high-volatility era dawns
FIXED INCOME JUL 12, 2022
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.

By Bloomberg