Fixed Income

Displaying 3082 results
Bill Gross's investors yank $74 million from Janus fund in November
FIXED INCOME DEC 03, 2015
Bill Gross's investors yank $74 million from Janus fund in November

Investors resumed redemptions from Bill Gross's Janus Global Unconstrained Bond Fund, taking out about $74 million in November.

By Bloomberg
FIXED INCOME DEC 03, 2015
The jobs report probably won't change the Fed's mind on liftoff

Federal Reserve officials have signaled that an interest-rate increase is in play for their December meeting.

By Bloomberg
Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013
MUTUAL FUNDS DEC 03, 2015
Pimco Income Fund, managed by Gross successor Ivascyn, sees first inflows since 2013

Bill Gross' successor Daniel Ivascyn quietly has pulled off a stunning performance.

By Bloomberg
EQUITIES DEC 03, 2015
Where to begin when planning for clients' 2015 taxes

Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot; target=&quot;_blank&quot;>The Spotlight on Tax and Estate Planning special report</a>)</b></i>

By Jeff Benjamin
Hedge funds are waking up to redemptions
EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
A more reachable retirement savings target: 60% of pre-retirement income
EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
Bond ETF sales surge as Treasuries rank dead last
FIXED INCOME NOV 30, 2015
Bond ETF sales surge as Treasuries rank dead last

Investors are selling U.S. government bond exchange-traded funds at the fastest pace in 14 months as the Federal Reserve prepares to raise interest rates.

By Bloomberg
EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
EQUITIES NOV 24, 2015
Pimco loses another crown, this one for emerging markets bonds

<i>Breakfast with Benjamin:</i> The money manager has lost the emerging-markets bond crown when ill-timed bets drove investors out the door to the tune of 62%.

By Jeff Benjamin
ETFS NOV 23, 2015
Blending Mars, Venus can energize a fund

Appears that mixed-gender portfolio management teams tend to generate better performance

By Jeff Benjamin
How investors get yield wrong and how dangerous that can be
FIXED INCOME NOV 23, 2015
How investors get yield wrong and how dangerous that can be

Three principles that can help advisers manage yield responsibly for clients.

By Phill Rogerson
Icahn, BlackRock's Fink battle over high-yield ETFs
ETFS NOV 23, 2015
Icahn, BlackRock's Fink battle over high-yield ETFs

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for &#8220;extremely illiquid, and extremely overpriced&#8221; securities such as high yield bonds. But BlackRock CEO Larry Fink disputed the characterization.

By Bloomberg
EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

By Kathleen McQuiggan
How ETFs can help mitigate the impact of market bubbles
EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

By James Norman
FIXED INCOME NOV 20, 2015
Bond ETFs can help clients navigate rising rates

Three ways advisers can utilize bond ETFs to ride out whatever waves the Fed's long-deferred action might kick up.

By Matthew Tucker
529 plans adding more conservative investment options
EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

By Liz Skinner
Financial markets brace for fallout from the Paris terror attacks
EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

By Jeff Benjamin
EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

By Jeff Benjamin
Calpers makes another move away from pricey investments by trimming real estate exposure
ALTERNATIVES NOV 16, 2015
Calpers makes another move away from pricey investments by trimming real estate exposure

<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

By Jeff Benjamin
EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin