Managers' ability to seek returns in multiple markets sounds great but comes with risks
Janus fund manager using options, or what he calls 'selling insurance' against volatility to benefit if 10-year Treasury yield stays in tight band.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
Manager of the world's biggest bond fund says 70-75% chance of fall increase vs. market's 30-35% probability.
<i>Breakfast with Benjamin</i>: Bond bulls continue to shrug off logic, claiming it's different this time, even despite negative yields.
<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?
Fixed-income foundation pushed fund to the top of the large-value category.
<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.
Guggenheim launches new salvo in bond laddering method of investing for a rising rate environment with a few wrinkles.
Applying the same set of tools for all fixed-income options will lead to confusion, bad investments and disappointment.
<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Prudential Investment Management CEO David Hunt echoes JPMorgan's Jamie Dimon in warning about shortage of U.S. Treasuries.
<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.
The answer to which strategy is best will depend on the scenario in question.
<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.
<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.
It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
