The global alternatives giant argues a breakdown in government bonds as a hedge and a "structurally" weaker dollar creates new diversification challenges.
Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
Large US institutional funds fared better with a lower allocation to equities.
Record-high trade deficit raises stakes for investors, with the Fed now expected to deliver three quarter-point cuts this year.
'We haven't seen yield like this in a really long time," Goldman Sachs' Sylvia Yeh says of the municipal bond market.
The elite college is just the latest institution turning to taxable bond sales as the Trump White House continues to exert political pressure.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
Increased risk is inevitable, according to CEO of Schwab Asset Management.
The former Treasury secretary argues the "worrisome" pattern doesn't merit Fed intervention yet, but she sees a much higher risk of recession.
A sharp exodus from US 10-year debt raises questions over the continued appeal of the nation's debt for haven-seeking investors.
Wealth managers debate whether the scourge of stagflation, last seriously felt in the 1970s, will soon hit the American economy.
As investors flee equities in the wake of Trump’s tariff plans, municipal bonds are viewed as a haven with yields dropping and demand rising.
Economic slowdown risks could drive the added yield premium of corporate bonds over Treasuries to levels last seen during the Covid-19 pandemic, according to strategists.
The new municipal debt offerings build on a growing trend of ETF use among advisors while tapping into investors' growing need for safety amid volatility.
Wealth managers are fielding a surging number of calls, texts and emails from anxious clients. Here's how they are responding.
Yields on the 10-year sank as bond investors price in a quarter-point rate cut by June, though it won't be an easy call for the Federal Reserve.
The California-based asset manager is favoring diversification across international fixed income markets as it foresees "a multiyear period in which fixed income can outperform equities.
Fed Chair Powell's "slightly less-hawkish tone," downplaying of recession risks while acknowledging elevated uncertainty, helped push down yields on Treasuries.
Fed stays pat ahead of next wave of tariffs.
