Fixed Income

Displaying 3156 results
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
Top 50 fixed-income mutual funds, second quarter 2019
MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Advisers scramble to help retirees navigate looming Fed rate cut
RIA NEWS JUL 15, 2019
Advisers scramble to help retirees navigate looming Fed rate cut

The Fed's first interest-rate cut in a decade has advisers warning against chasing the bait of risk over safety.

By Jeff Benjamin
FIXED INCOME JUN 27, 2019
SEC charges financier for stealing $43 million in client funds

Jason Sugarman is alleged to have directed a fraudulent scheme involving Native American tribal bonds.

By InvestmentNews
Bond ETFs nearing record inflows for first half
ETFS JUN 26, 2019
Bond ETFs nearing record inflows for first half

Investors have poured $72 billion into fixed-income funds so far this year amid fears of a slowdown.

By Bloomberg
Fixed-income solutions for breakaways entering the RIA space
OPINION JUN 25, 2019
Fixed-income solutions for breakaways entering the RIA space

Wirehouse advisers fear that they'll have less access to fixed-income investments in the independent space, but the opposite is true.

By Matt Sonnen
Fed signal sends advisers into fixed-income scramble
RIA NEWS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

By Jeff Benjamin
ETF traders push back against proposal for bond reporting lag
ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

By Bloomberg
Fixed-income focus: Beware ending up with the 'ultra-short' straw
OPINION JUN 12, 2019
Fixed-income focus: Beware ending up with the 'ultra-short' straw

Given the changing outlook on Federal Reserve rate moves, fixed-income decisions taken last year warrant a rethink.

By Gautam Khanna