Fixed Income

Displaying 3156 results
Munis from high-tax states in great demand
FIXED INCOME FEB 07, 2020
Munis from high-tax states in great demand

Investors in states like California and New York seem to be ignoring the ratings on municipal bonds as they deal with the limits on deducting state and local taxes

By Bloomberg
Regulator warns of interest-rate risk retail investors take with low-coupon munis
FIXED INCOME FEB 05, 2020
Regulator warns of interest-rate risk retail investors take with low-coupon munis

MSRB study shows retail investors purchase more 3%-3.5% coupon bonds, institutional buy 5%

By Mark Schoeff Jr.
Morningstar picks up Hueler's stable value intel
RETIREMENT PLANNING FEB 03, 2020
Morningstar picks up Hueler's stable value intel

The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers

By Emile Hallez
401(k) trading in 2019 hints at correction jitters
EQUITIES JAN 27, 2020
401(k) trading in 2019 hints at correction jitters

Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income

By Emile Hallez
Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch
WIREHOUSES JAN 22, 2020
Former baseball star Angel Pagan wins $1.7 million arbitration award against Merrill Lynch

Case revolved around investments in Puerto Rican bonds made by the former MLB star

By Mark Schoeff Jr.
Fidelity rides outsourcing trend with four more model portfolios
EQUITIES JAN 15, 2020
Fidelity rides outsourcing trend with four more model portfolios

Asset manager introduces 21 model portfolios in 18 months

By Jeff Benjamin
Bond ETFs come of age
ETFS JAN 09, 2020
Bond ETFs come of age

The $150 billion that flowed into bond exchange-traded funds in 2019 herald a new order

By Bloomberg
Price of gold speaks volumes about geopolitical fears
RIA NEWS JAN 08, 2020
Price of gold speaks volumes about geopolitical fears

Like the equity markets, gold treats Iran like a nothing-burger

By Jeff Benjamin
Bob Doll’s 10 predictions for 2020
EQUITIES JAN 07, 2020
Bob Doll’s 10 predictions for 2020

Nuveen’s chief equity strategist is heading into 2020 with a generally bullish outlook

By Jeff Benjamin
How long can the good times last?
FIXED INCOME JAN 03, 2020
How long can the good times last?

Mohamed El-Erian does not see a recession coming this year, but he’s moving more of his personal portfolio into cash

By Jeff Benjamin
Wall Street projects U.S. yields to land below 2% in 2020
FIXED INCOME DEC 09, 2019
Wall Street projects U.S. yields to land below 2% in 2020

Societe Generale predicts the 10-year yield will drop to 1.20%

By Bloomberg
Trump tax cut sets off boom in taxable munis
FIXED INCOME NOV 22, 2019
Trump tax cut sets off boom in taxable munis

Once sleepy corner of municipal bond market has seen issuance double this year

By Bloomberg
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