Fixed Income

Displaying 3237 results
EQUITIES MAR 03, 2015
Advisers slow to embrace socially responsible investments sought by clients

Despite being increasingly in-demand from clients like Bryan Wilson (pictured), advisers have been slow to embrace socially responsible investments. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150301/IMPACTINVEST&quot; target=&quot;_blank&quot;>Our full Impact Investing special report</a>)</b></i>

By Liz Skinner
Bill Gross a victim of the plunge in oil prices
ALTERNATIVES MAR 03, 2015
Bill Gross a victim of the plunge in oil prices

Manager's $1.46 billion fund at Janus hit by investments in debt issued by U.S., Russian and Brazilian energy companies.

By Bloomberg
BlackRock adds fuel to smart beta debate in push for exotic bond strategies
ETFS MAR 03, 2015
BlackRock adds fuel to smart beta debate in push for exotic bond strategies

Money manager set to launch new strategy as &#8220;smart&#8221; way to dodge investment risks as rates rise.

By Trevor Hunnicutt
Will European easing sideline a Fed rate hike?
EQUITIES MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

By Jeff Benjamin
EQUITIES MAR 03, 2015
Coming off a big year, Janus files for exotic ETFs

Move launches competition with Goldman Sachs in alternative space

By Trevor Hunnicutt
EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin
EQUITIES MAR 01, 2015
Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

Is there Examining the correlation between success in professional basketball and the economic performance and cultural dominance of particular cities.

By David F. Sand
EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

By Michael Russo
Socially conscious funds ranked by one-year total return
EQUITIES MAR 01, 2015
Socially conscious funds ranked by one-year total return

The top-performing socially conscious funds broken down by category.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

By Jeff Benjamin
MUTUAL FUNDS FEB 26, 2015
Factors to consider when choosing a 529 college savings plan

Look for automatic reallocation, inflation hedges and other features.

By Liz Skinner
Fund managers warned on exotic ETFs
EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

By Trevor Hunnicutt
Gundlach tests ETF waters with new active fund
ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

By Bloomberg
MUTUAL FUNDS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

By Trevor Hunnicutt
FIXED INCOME FEB 24, 2015
Fed Vice Chair Fischer says rate hike most likely June or September

Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.

By Bloomberg
The bond market and the Fed are suddenly marching in lockstep
MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

By Jeff Benjamin
EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

By Grant Engelbart
The Fed's first interest rate hike hits another speed bump
EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

By Jeff Benjamin
Jeffrey Gundlach not a fan of automakers long term
EQUITIES FEB 24, 2015
Jeffrey Gundlach not a fan of automakers long term

Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.

By Bloomberg
Is OPEC about to flinch and cut oil production?
EQUITIES FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin