Fixed Income

Displaying 3085 results
Silence is not golden for GWG bondholders
ALTERNATIVES FEB 16, 2022
Silence is not golden for GWG bondholders

When asked whether GWG's L Bonds were in default, a company spokesperson declines to comment.

By Bruce Kelly
Q4 2021 top fixed-income ETFs
FINTECH FEB 09, 2022
Q4 2021 top fixed-income ETFs

See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows

By InvestmentNews
Q4 2021 top fixed-income mutual funds
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

By InvestmentNews
Q4 2021 top equity ETFs
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top equity ETFs

Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows

By InvestmentNews
ETFs give advisers varied tools for fighting inflation
RIA NEWS FEB 04, 2022
ETFs give advisers varied tools for fighting inflation

The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.

By Jeff Benjamin
60/40 portfolio suffers worst loss since March 2020
EQUITIES FEB 01, 2022
60/40 portfolio suffers worst loss since March 2020

Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.

By Bloomberg
$2 billion in GWG junk bonds sold by advisers are under pressure
ALTERNATIVES JAN 26, 2022
$2 billion in GWG junk bonds sold by advisers are under pressure

GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.

By Bruce Kelly
Sudden market volatility has advisers preaching calm to newer investors
RIA NEWS JAN 26, 2022
Sudden market volatility has advisers preaching calm to newer investors

As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.

By Jeff Benjamin
DoubleLine puts ETFs on the docket for 2022
ETFS JAN 03, 2022
DoubleLine puts ETFs on the docket for 2022

The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.

By Jeff Benjamin
Prospect of rate hikes puts 2022 economy, markets in clearer focus
EQUITIES JAN 03, 2022
Prospect of rate hikes puts 2022 economy, markets in clearer focus

Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.

By Jeff Benjamin
Biden’s student-loan reprieve eases $1.6 trillion worry, for now
FIXED INCOME JAN 03, 2022
Biden’s student-loan reprieve eases $1.6 trillion worry, for now

Student loans have been the fastest-growing debt category in the U.S. over the past decade

By Bloomberg
Monte Carlo forecasts prove anything is possible — or not
RIA NEWS JAN 03, 2022
Monte Carlo forecasts prove anything is possible — or not

With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.

By Jeff Benjamin
Looking at risk and return through a new lens
OPINION DEC 22, 2021
Looking at risk and return through a new lens

Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.

By Randy Swan
ETFs set another record  in race to take over mutual funds
EQUITIES DEC 20, 2021
ETFs set another record in race to take over mutual funds

In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.

By Jeff Benjamin
Capital Group, Federated plant flags in ETF land
EQUITIES DEC 17, 2021
Capital Group, Federated plant flags in ETF land

Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.

By Jeff Benjamin
Inflation ETF pioneer says investors need more interest-rate risk
FIXED INCOME NOV 30, 2021
Inflation ETF pioneer says investors need more interest-rate risk

Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.

By Bloomberg
On inflation, advisers hope for the best, prepare for the worst
EQUITIES NOV 22, 2021
On inflation, advisers hope for the best, prepare for the worst

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.

By Jeff Benjamin
Breathing new life into old-school 60/40 models
EQUITIES NOV 12, 2021
Breathing new life into old-school 60/40 models

As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.

By Jeff Benjamin
Hedging inflation requires tiptoeing through TIPS
RIA NEWS NOV 03, 2021
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.

By Jeff Benjamin
Bond market dilemma: How to lower duration without sacrificing yield
OPINION OCT 12, 2021
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.

By Edward Kerschner and Ronald Stahl