ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market
Savvy advisers are adding value by trimming fixed income and rethinking the 60/40 rule
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
The agency said Arizona’s Park View School misled investors about its financial condition
The U.S. deficit has ballooned in recent months, but the decline in interest rates has cut the cost of servicing the debt
The firm's research arm sees investment-bond bonds hampered by frothy valuations and rising interest-rate risk, but are somewhat bullish on junk-rated debt
The fund manager criticized the Fed's emergency actions as buoying asset prices and spurring unsustainable corporate borrowing
Investors are exiting such funds at the fastest pace ever as stocks surge and corporate bonds look more appealing
The adjustment in monetary policy could keep interest rates low for years to come
With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged
Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes
The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts
The traditional portfolio ballast layers on risk without providing much reward
Inflation-adjusted rates on 10-year Treasuries and U.S. households' rising inflation expectations are among the signals that the central bank's efforts are working
The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said
With yields at their lowest levels in decades, some analysts question whether investors are being adequately compensated for the risk involved
Two ETFs will track long-dated Treasuries but shield investors from a certain percentage of declines in exchange for a cap on gains
Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface
Stretching for yield in this interest-rate environment is a recipe for disaster
The forecast has stock funds losing share to bonds and money market funds over the next five years
