Fixed Income

Displaying 3237 results
Donald Trump's investment portfolio a messy hodgepodge: advisers
EQUITIES AUG 05, 2015
Donald Trump's investment portfolio a messy hodgepodge: advisers

Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH&quot;" target="&quot;_blank&quot;" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>

By Trevor Hunnicutt
Puerto Rico's uncertain future leaves muni bond fund investors in limbo
MUTUAL FUNDS AUG 04, 2015
Puerto Rico's uncertain future leaves muni bond fund investors in limbo

All is not lost: 'You might get 90 cents on the dollar, or you might get 30 cents on the dollar.'

By Jeff Benjamin
Puerto Rico's default could ripple through average Americans' portfolios
EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

By Jeff Benjamin
EQUITIES AUG 03, 2015
Make sustainable investing a New Year's resolution

Advisers can attract new clients if they keep abreast of the socially responsible investing trend.

By Lisa Woll
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
Bond markets get it all wrong when it comes to fixed income's biggest foe
FIXED INCOME JUL 29, 2015
Bond markets get it all wrong when it comes to fixed income's biggest foe

The disparity is especially important now because the bond market's outlook is key in helping the Federal Reserve to decide just how much interest rates will need to rise from rock-bottom levels.

By Bloomberg
Federal Reserve could offer clues to rate hike at this week's meeting
FIXED INCOME JUL 29, 2015
Federal Reserve could offer clues to rate hike at this week's meeting

With Janet Yellen widely expected to hold policy steady at this week's meeting, Fed watchers looking to the central bank's statement on Wednesday for clues on liftoff.

By Bloomberg
PRACTICE MANAGEMENT JUL 29, 2015
Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
EQUITIES JUL 28, 2015
A warning shot across the market's bow

<i>Breakfast with Benjamin:</i> Package delivery company UPS has warned that the U.S. economy appears to be slowing. That's bad news for the Fed and stock investors.

By Jeff Benjamin
EQUITIES JUL 27, 2015
This bond fund manager has figured out stocks and his fund is flying

High-yield-bond research leads manager to companies whose stocks are primed to rise.

By Bloomberg
Goldman Sachs' CEO Lloyd Blankfein says rate hike will be 'jarring'
FIXED INCOME JUL 27, 2015
Goldman Sachs' CEO Lloyd Blankfein says rate hike will be 'jarring'

Goldman Sachs chief executive Lloyd C. Blankfein says markets are poised for prolonged growth and will quickly move on after a jolt from the Federal Reserve's first interest-rate increase since 2006.

By Bloomberg
Don't bet on the 'inevitable' selloff in Treasuries just yet
EMERGING MARKETS JUL 27, 2015
Don't bet on the 'inevitable' selloff in Treasuries just yet

It isn't just global shocks that may support Treasuries &amp;mdash; while jobs are back and business confidence is growing, wages remain stagnant.

By dbutcher
EQUITIES JUL 26, 2015
As dividend-paying stocks fall out of favor, trading strategies could help

Advisers should resist the urge to shift their dividend-stock assets into bonds as interest rates rise and instead consider dividend swaps and futures, as well as option combinations.

By Eric Ervin
EQUITIES JUL 23, 2015
The market's zero-to-hero story

<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.

By Jeff Benjamin
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?
ETFS JUL 20, 2015
Carl Icahn vs. Larry Fink: Should advisers fear junk bonds?

Legendary activist investor sounds the alarm while BlackRock CEO pushes back.

By Jeff Benjamin
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success
MUTUAL FUNDS JUL 15, 2015
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success

Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.

By Jeff Benjamin
You know investors are getting nervous when oil becomes a safe-haven play
ALTERNATIVES JUL 15, 2015
You know investors are getting nervous when oil becomes a safe-haven play

<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.

By Jeff Benjamin
3 things to consider before pursuing a strategic asset allocation
EQUITIES JUL 14, 2015
3 things to consider before pursuing a strategic asset allocation

Common assumptions that come with investment strategies don't always reflect reality.

By Peter Hecht