Fixed Income

Displaying 3082 results
More money managers think U.S. equities overvalued: Northern Trust
EQUITIES JUL 21, 2016
More money managers think U.S. equities overvalued: Northern Trust

Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.

By Meaghan Kilroy
Building bond ladders for a low-interest-rate world
EQUITIES JUL 21, 2016
Building bond ladders for a low-interest-rate world

Some advisers tweak the model, others remain pure.

By Jeff Benjamin
EQUITIES JUL 21, 2016
Why it does and doesn't matter if fund managers invest in their own funds

<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.

By Jeff Benjamin
Don't lump all younger high-net-worth clients together
EQUITIES JUL 20, 2016
Don't lump all younger high-net-worth clients together

Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.

By Tanvi Acharya
EQUITIES JUL 18, 2016
The fiduciary conundrum of charging lower fees for bond allocations

<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?

By Jeff Benjamin
Trouble ahead? Stock and bond markets sending divergent signals
EQUITIES JUL 18, 2016
Trouble ahead? Stock and bond markets sending divergent signals

Treasury yields hit the floor while stocks hope for the best.

By Jeff Benjamin
EQUITIES JUL 18, 2016
Brexit forces a dovish Fed into cowering mode

<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.

By Jeff Benjamin
EQUITIES JUL 15, 2016
Bond market is signaling it's time to sell stocks

<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.

By Jeff Benjamin
Beaten down financial-sector stocks trigger debate over when to jump in
EQUITIES JUL 11, 2016
Beaten down financial-sector stocks trigger debate over when to jump in

Being early is the same thing as being wrong.

By Jeff Benjamin
Bond shop may have to drop clients due to DOL rule
RETIREMENT PLANNING JUL 07, 2016
Bond shop may have to drop clients due to DOL rule

The rule changes will likely result in dramatically higher fees for many smaller clients, and one bond shop is already reacting.

By Jeff Benjamin
EQUITIES JUL 06, 2016
DoubleLine's Jeffrey Gundlach says Donald Trump would be huge for stocks, not so much for bonds

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.

By Jeff Benjamin
Fed rate-hike bets back on table after strong economic reports
EQUITIES JUL 05, 2016
Fed rate-hike bets back on table after strong economic reports

Traders are pricing in higher chances that the Federal Reserve will raise interest rates some time this year after U.S. economic reports signaled improving growth.

By Bloomberg
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

By Jeff Benjamin
EQUITIES JUN 29, 2016
Stocks rebound from the Brexit vote in a show of resilience that should be alarming

<i>Breakfast with Benjamin</i> What does it say about the U.S. stock market when it reacts so violently to the Brexit vote, and then just puffs right back up again?

By Jeff Benjamin
ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;

By Jeff Benjamin
EQUITIES JUN 24, 2016
SEC going after advisers for reverse churning

<i>Breakfast with Benjamin</i> The commission is specifically looking at why some clients are in advisory accounts versus brokerage accounts.

By Jeff Benjamin
EQUITIES JUN 23, 2016
If all else fails, blame the sluggish economy on demographics

Plus: European activists hedge funds are nicer, Soros gets it all wrong, and crowdfunding for dummies

By Jeff Benjamin
Bond bears licking their wounds as stock funds lag amid low-interest rates
ALTERNATIVES JUN 23, 2016
Bond bears licking their wounds as stock funds lag amid low-interest rates

The average long-term government bond fund has soared 10.1% this year, according to Morningstar.

By John Waggoner
U.S. stock futures tumble with global markets on surprise Brexit results
EQUITIES JUN 22, 2016
U.S. stock futures tumble with global markets on surprise Brexit results

U.K. vote to leave the European Union after more than four decades of membership sends U.S. stock futures tumbling.

By Bloomberg
EMERGING MARKETS JUN 22, 2016
The high risks facing a low-yield world

Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less

By Jeff Benjamin