Fixed Income

Displaying 3082 results
Generating yield in a world of rising interest rates
FIXED INCOME APR 07, 2015
Generating yield in a world of rising interest rates

Advisers could help clients by considering an increased allocation to floating-rate bonds.

By Scott Minerd
Jobs report's bad news is bad news
EQUITIES APR 07, 2015
Jobs report's bad news is bad news

With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.

By Jeff Benjamin
Money market reforms force advisers to rethink risk
MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

By Trevor Hunnicutt
SEC puts emphasis on retirement savers in 2015 exam priorities
RIA NEWS APR 07, 2015
SEC puts emphasis on retirement savers in 2015 exam priorities

This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”

By Mark Schoeff Jr.
Bill Gross' contrarian bet against the dollar helps him regain footing
FIXED INCOME APR 03, 2015
Bill Gross' contrarian bet against the dollar helps him regain footing

Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.

By Bloomberg
Job growth is the economy's only bright side, and it isn't very bright
EQUITIES APR 03, 2015
Job growth is the economy's only bright side, and it isn't very bright

<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.

By Jeff Benjamin
What advisers need to know about bond fund duration ahead of an interest rate increase
MUTUAL FUNDS APR 01, 2015
What advisers need to know about bond fund duration ahead of an interest rate increase

The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.

By Jeff Benjamin
EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
Pimco Total Return managers reverse course set by Bill Gross
FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

By Bloomberg
EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

By Jeff Benjamin
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
Do-it-yourself bond traders are changing Wall Street
EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

By Jeff Benjamin
The latest CFA test scores send 56% back to square one
EQUITIES MAR 29, 2015
The latest CFA test scores send 56% back to square one

On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

By Jeff Benjamin
Rising interest rates to test REIT strength even as investors seek diversification
EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

By Jeff Benjamin
One-and-done: Does the Fed follow college basketball?
FIXED INCOME MAR 24, 2015
One-and-done: Does the Fed follow college basketball?

The question shouldn't be when will the central bank raise rates, it should be whether it's beginning a long march to higher rates

By David F. Sand
HSBC says the dollar's powerful days are numbered
EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

By Jeff Benjamin
FIXED INCOME MAR 21, 2015
Harnessing the power of tax-exempt income via municipal bonds

The value of tax-free income has gone up but investors should avoid high-grade bonds on the short to intermediate part of the yield curve.

By John Loffredo
The looming threat of an increasingly powerful dollar
EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

By Jeff Benjamin
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates
EQUITIES MAR 20, 2015
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates

$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.

By Jeff Benjamin
Investors pile into bond ETFs ... at the wrong time
FIXED INCOME MAR 20, 2015
Investors pile into bond ETFs ... at the wrong time

Blame oil for the reversal of fortune that caught investors off guard.

By Bloomberg