Fixed Income

Displaying 3147 results
Rate hike not likely before April: Federal Reserve
FIXED INCOME JAN 13, 2015
Rate hike not likely before April: Federal Reserve

Broad support for Chair Yellen's assessment of likely timing, some officials concerned inflation could remain too low.

By Bloomberg
ETF managers, bringing in historic levels of cash, still preparing for a bear
EQUITIES JAN 13, 2015
ETF managers, bringing in historic levels of cash, still preparing for a bear

As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.

By Trevor Hunnicutt
Hedge fund employees enjoy the fruits of their labor
EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

By Jeff Benjamin
Advisers preach calm, buckle in as markets bounce
EQUITIES JAN 12, 2015
Advisers preach calm, buckle in as markets bounce

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.

By Jeff Benjamin
Gross' Janus fund drew $175 million in December
MUTUAL FUNDS JAN 10, 2015
Gross' Janus fund drew $175 million in December

Big drop from prior month but the unconstrained bond fund nears $1.4 billion in total assets.

By Bloomberg
Nobody can accuse Bill Gross of not eating his own cooking
EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
Gross: Good times over, markets set to fall
EQUITIES JAN 09, 2015
Gross: Good times over, markets set to fall

Bond guru predicts minus signs for many asset classes.

By Bloomberg
Big investor pulls nearly $5B from Pimco, cites organizational changes
FIXED INCOME JAN 08, 2015
Big investor pulls nearly $5B from Pimco, cites organizational changes

New York City Retirement Systems terminated two Pimco bond strategies &amp;mdash; one mortgages and one government securities.

By Robert Steyer
Advisers punished for diversifying globally
EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
That first interest rate hike might feel like a doozy
EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin
EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

By Jeff Benjamin
Global markets fixate on China's currency play
EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

By Jeff Benjamin
iShares says not so fast on passive investing winning the day
EQUITIES JAN 06, 2015
iShares says not so fast on passive investing winning the day

iShares manager says money from active managers was primary driver of record 2014.

By Trevor Hunnicutt
RIA NEWS JAN 06, 2015
Wilshire rolls out BDC index, setting the stage for investible versions

Index will mainly act as a benchmark for the universe of six dozen individual BDCs until an investible version is created.

By Jeff Benjamin
Bond fund managers bravely approach beaten down energy debt
EQUITIES JAN 06, 2015
Bond fund managers bravely approach beaten down energy debt

On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.

By Jeff Benjamin
FIXED INCOME JAN 06, 2015
Wall Street expecting bad year for bonds with Fed's Yellen poised to raise interest rates

Just about everyone's bearish. But nearly every forecaster was caught off guard in 2014 as Treasuries posted the biggest returns since 2011 even as Janet Yellen and the Federal Reserve ended the historic bond-buying program.

By Bloomberg
EQUITIES JAN 05, 2015
The best- and worst-performing target date funds

The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.

By Bloomberg
Inflation may stay low this year but that won't keep Fed from raising rates
FIXED INCOME JAN 05, 2015
Inflation may stay low this year but that won't keep Fed from raising rates

Economists say that although prices will remain under control, the Federal Reserve will lift interest rates this year. The consensus is that a hike could come as early as June but perhaps be delayed until September.

By Bloomberg
EMERGING MARKETS DEC 31, 2014
SEC penalizes 13 firms for improper sales of Puerto Rican bonds

The SEC cracks down on financial firms, including Schwab, J.P. Morgan Securities, Lebenthal, Oppenheimer, TD Ameritrade, UBS and Wedbush for selling risky debt beneath the minimum allotment of $100,000 for a single transaction.

By Mark Schoeff Jr.
EQUITIES DEC 30, 2014
Stocks and the economy are hooked on the Fed's punch bowl

Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.

By Jeff Benjamin