Fixed Income

Displaying 3084 results
ESG hardliners blacklist $16 trillion US Treasuries market
FIXED INCOME OCT 16, 2019
ESG hardliners blacklist $16 trillion US Treasuries market

French state pension plan, ESG funds take stance based on US government's stance on capital punishment.

By Bloomberg
FIXED INCOME OCT 05, 2019
Green bond market just getting started

ESG bond funds provide a new channel of investing for socially conscious clients.

By Jeff Benjamin
Trump ups pressure on Fed, seeking rates of zero 'or less'
FIXED INCOME SEP 11, 2019
Trump ups pressure on Fed, seeking rates of zero 'or less'

The president's tweets suggest lower rates would allow the U.S. to refinance its outstanding debt.

By Bloomberg
How gold could replace bonds as a portfolio diversifier
EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
Creating time-tested retirement income plans
RETIREMENT PLANNING SEP 03, 2019
Creating time-tested retirement income plans

Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations

By Mary Beth Franklin
Mnuchin eyes 100-year debt Wall Street would just as soon forget
FIXED INCOME AUG 29, 2019
Mnuchin eyes 100-year debt Wall Street would just as soon forget

Big banks on Treasury's borrowing advisory committee have been pessimistic about the notion of ultra-long bonds.

By Bloomberg
The upside of betting on inflation
RIA NEWS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

By Jeff Benjamin
Stocks sink as U.S.-China feud deepens
EQUITIES AUG 23, 2019
Stocks sink as U.S.-China feud deepens

Escalation of the trade war heightens concerns about the already shaky economic outlook.

By Bloomberg
Advisor Group acquisition financed by debt rated 'junk' by S&P
ALTERNATIVES AUG 23, 2019
Advisor Group acquisition financed by debt rated 'junk' by S&P

High levels of debt could be impacted by declining interest rates, the debt rating firm says.

By Bruce Kelly
Muni-bond refinancing surges as yields hold near a record low
FIXED INCOME AUG 22, 2019
Muni-bond refinancing surges as yields hold near a record low

The jump is a welcome shift for Wall Street underwriters and mutual-funds that have cash they need to invest.

By Bloomberg
UBS hit with $4.4 million arb award over Puerto Rico bonds and funds
WIREHOUSES AUG 22, 2019
UBS hit with $4.4 million arb award over Puerto Rico bonds and funds

Finra panel gives UBS investors $4.25 million in damages, $170,000 in costs.

By Bruce Kelly
Faith-based funds attract loyal investors
RIA NEWS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Why Pimco fixed-income fund fell as long bonds rallied
MUTUAL FUNDS AUG 19, 2019
Why Pimco fixed-income fund fell as long bonds rallied

Fund's performance reflects its duration and its holdings of mortgage-backed securities.

By Bloomberg
Falling rates expose duration risk in bond funds
MUTUAL FUNDS AUG 16, 2019
Falling rates expose duration risk in bond funds

Double-digit returns on bond funds embracing longer durations can turn on a dime if interest rates start climbing.

By Jeff Benjamin
IFS Securities hit with $10 million trading loss: reports
RIA NEWS AUG 15, 2019
IFS Securities hit with $10 million trading loss: reports

IFS Securities facing 'substantial losses' from head bond trader's bet on Treasuries.

By Bruce Kelly
Insurers pivot amid declining interest rates
LIFE INSURANCE AND ANNUITIES AUG 15, 2019
Insurers pivot amid declining interest rates

American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.

By Greg Iacurci
Franklin Templeton fund biggest loser as Argentine assets plummet
EMERGING MARKETS AUG 14, 2019
Franklin Templeton fund biggest loser as Argentine assets plummet

Large funds from Ashmore and Fidelity also suffered.

By Bloomberg
Countdown to catastrophe? The yield curve and the stock market
EQUITIES AUG 14, 2019
Countdown to catastrophe? The yield curve and the stock market

The inverted Treasury yield curve signals a recession is coming — but the timing is unclear.

By Bloomberg
Biggest firms win fight for cash flooding muni funds
FIXED INCOME JUL 23, 2019
Biggest firms win fight for cash flooding muni funds

Five companies have received 80% of the money that has poured into tax-exempt bond funds this year.

By Bloomberg
Top 50 fixed-income ETFs, second quarter 2019
MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu