Fixed Income

Displaying 3085 results
Financial advisers turn surprisingly bullish on the second half
RIA NEWS JUL 11, 2022
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.

By Jeff Benjamin
Response to inflation is likely to dominate economic policies
EQUITIES JUL 11, 2022
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.

By Jeff Benjamin
It's not too late to join the liquid alts party, Morningstar says
RIA NEWS JUL 01, 2022
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.

By Jeff Benjamin
Economic uncertainty puts alternative investments front and center
RIA NEWS JUN 22, 2022
Economic uncertainty puts alternative investments front and center

Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.

By Jeff Benjamin
Wholesalers at B-D that sold GWG bonds jump ship
ALTERNATIVES JUN 16, 2022
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.

By Bruce Kelly
Anticipating more pain ahead, advisers stress long-term perspective
RIA NEWS JUN 15, 2022
Anticipating more pain ahead, advisers stress long-term perspective

While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.

By Jeff Benjamin
As markets slide, more advisers are sending clients to I bonds
RIA NEWS JUN 13, 2022
As markets slide, more advisers are sending clients to I bonds

Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.

By Jeff Benjamin
Inflation, no longer deemed transitory, puts advisers in scramble mode
RIA NEWS JUN 03, 2022
Inflation, no longer deemed transitory, puts advisers in scramble mode

The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.

By Jeff Benjamin
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch
ALTERNATIVES MAY 27, 2022
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch

Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."

By Bruce Kelly
Fed saw aggressive hikes providing flexibility later this year
FIXED INCOME MAY 25, 2022
Fed saw aggressive hikes providing flexibility later this year

The minutes confirmed support by most officials to continue such increases over at least their next two gatherings.

By Bloomberg
Recession threat takes center stage
RIA NEWS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

By Jeff Benjamin
Stock sell-off to intensify as fresh 10% plunge looms, survey finds
FIXED INCOME MAY 23, 2022
Stock sell-off to intensify as fresh 10% plunge looms, survey finds

The Fed’s hawkish-at-all-costs posture, the chaos in supply chains and intensifying threats to the business cycle are all undermining confidence.

By Bloomberg
Broker picked wrong time to boost bet on GWG bonds
ALTERNATIVES MAY 11, 2022
Broker picked wrong time to boost bet on GWG bonds

Broker-dealers kept selling GWG's life settlement-backed bonds for years despite all the accounting and reporting static coming from the company.

By Bruce Kelly
ETF hedging interest-rate risk comes out of the gate with 67% gain this year
EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

By Jeff Benjamin
As market sell-off continues, financial advisers are searching for answers
RIA NEWS MAY 09, 2022
As market sell-off continues, financial advisers are searching for answers

Advisers are hoping the worst is over and trying to keep clients focused on the long term.

By Jeff Benjamin
Historic rout isn’t over yet, Bank of America strategists say
FIXED INCOME MAY 06, 2022
Historic rout isn’t over yet, Bank of America strategists say

“Paralysis rather than panic best describes investor positioning,” BofA's Michael Hartnett says.

By Bloomberg
Bond turmoil threatens to erupt anew with inflation haunting Fed
FIXED INCOME MAY 05, 2022
Bond turmoil threatens to erupt anew with inflation haunting Fed

Chair Jerome Powell pours cold water on the prospect for a jumbo-sized 75 basis point rate hike next month.

By Bloomberg
First Eagle interval fund offers healthy income in exchange for liquidity
MUTUAL FUNDS MAY 04, 2022
First Eagle interval fund offers healthy income in exchange for liquidity

Investors searching for a source of income could look to credit funds with attractive yields.

By Jeff Benjamin
Advisers warn clients about 'long, difficult bear market'
EQUITIES MAY 03, 2022
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.

By Jeff Benjamin
Despite inflationary pressures, asset managers continue to lower fees
EQUITIES MAY 02, 2022
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.

By Jeff Benjamin