Fixed Income

Displaying 3157 results
Closed-end fund investors seeking to build on solid 2024 returns
EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

By Gregg Greenberg
BlackRock ETF takes first bite of blockchain-based muni debt
ETFS DEC 18, 2024
BlackRock ETF takes first bite of blockchain-based muni debt

The world's largest asset manager claims leadership as the first investor to buy a piece of the first-of-its-kind municipal bond issuance.

By Bloomberg
Money managers circling in on $142B muni ETF space
ETFS DEC 10, 2024
Money managers circling in on $142B muni ETF space

Amid record-breaking year for launches, demand for municipal bond ETFs is growing as investors put a premium on tax efficiency and transparency.

By Bloomberg
Nuveen bolsters alts shelf with CLO ETF launch
ALTERNATIVES DEC 10, 2024
Nuveen bolsters alts shelf with CLO ETF launch

The investment management giant's latest offering diverges from most CLO ETFs to help investors achieve high current income and total return.

By Leo Almazora
Bets on continued Fed cuts grow with nod from Morgan Stanley
FIXED INCOME DEC 09, 2024
Bets on continued Fed cuts grow with nod from Morgan Stanley

Traders are wagering the central bank won't pause in December and January as strategists from the bank recommend tactical plays.

By Bloomberg
Why advisors might consider CLOs
FIXED INCOME DEC 09, 2024
Why advisors might consider CLOs

"The profitability of the CLO is going to be very attractive," said CIO at Flat Rock Global.

By Josh Welsh
Bond vigilantes still slumbering as market weighs Donald Trump's second term
FIXED INCOME DEC 09, 2024
Bond vigilantes still slumbering as market weighs Donald Trump's second term

The president-elect's campaign promises on taxes, tariffs, and immigration have yet to spark a response from fixed income investors looking to enforce fiscal discipline.

By Bloomberg
‘No detractor’ to using direct indexing as an investment strategy
EQUITIES DEC 06, 2024
‘No detractor’ to using direct indexing as an investment strategy

Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.

By Josh Welsh
BondBloxx, Virtus tie for first place in private-credit ETF race
ALTERNATIVES DEC 03, 2024
BondBloxx, Virtus tie for first place in private-credit ETF race

The two firms have both claimed an industry first with separate strategies offering CLO-based exposure to the alternative fixed income space.

By Leo Almazora
Treasuries lose steam ahead of data and Fed speeches
FIXED INCOME DEC 02, 2024
Treasuries lose steam ahead of data and Fed speeches

Yields rise as investors watch for crucial signals ahead of the Federal Reserve's December decision, with odds of a third straight rate cut seen as a coin flip.

By Bloomberg
A trade war on the horizon complicates fixed income
FIXED INCOME NOV 27, 2024
A trade war on the horizon complicates fixed income

Investors should "stay light on your feet," the head of US fixed income at RBC says.

By Josh Welsh
Expecting small-cap or energy boom from Trump? Don't be so sure.
RIA NEWS NOV 22, 2024
Expecting small-cap or energy boom from Trump? Don't be so sure.

Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.

By Emile Hallez
Fidelity, Vanguard expand their active ETF shelves
EQUITIES NOV 21, 2024
Fidelity, Vanguard expand their active ETF shelves

Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.

By Leo Almazora
Taking headlines out of clients' heads
PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

By Chris Davis
Calm Powell reassures asset managers
FIXED INCOME NOV 18, 2024
Calm Powell reassures asset managers

Federal Reserve Chair was "neutral" in comments after November rate cut – and the election – but was clear that he won’t be pressured to leave his job by Trump.

By Emile Hallez
Stigma a distant memory, securitized bonds are now an advisor's best friend
FIXED INCOME NOV 13, 2024
Stigma a distant memory, securitized bonds are now an advisor's best friend

Up from the ashes of the great financial crisis, securitized bonds are being added to more client portfolios.

By Gregg Greenberg
Wall Street set for holiday bonus bonanza
EQUITIES NOV 12, 2024
Wall Street set for holiday bonus bonanza

Investment bankers are ready to reap the biggest rewards after a strong year for underwriters, and mergers and acquisitions, a new report says.

By Gregg Greenberg
Trump victory threatens key muni tax break in hunt for revenue
FIXED INCOME NOV 11, 2024
Trump victory threatens key muni tax break in hunt for revenue

The muni tax exemption is under the spotlight as Republicans edge closer to total control.

By Bloomberg
Time to cash out of cash? Advisors offer their suggestions
EQUITIES NOV 11, 2024
Time to cash out of cash? Advisors offer their suggestions

Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates.

By Gregg Greenberg
Harris paid the price for inflation. Now, advisors explain how to get ahead of it.
EQUITIES NOV 06, 2024
Harris paid the price for inflation. Now, advisors explain how to get ahead of it.

Wealth managers offer strategies for portfolio protection against the scourge of inflation.

By Gregg Greenberg