Bond uncertainty lifts 'unconstrained' alts funds as Janus introduces second new offering in space this year
In Jeffrey Gundlach's 'no normal' world, the aging U.S. population means Treasuries can't lose.
A growing number of portfolio managers, including DoubleLine Capital's Jeffrey Gundlach, are re-evaluating their forecasts for rising yields as Treasuries recorded their best annual start since 2008.
For star bond manager Jeffrey Gundlach, the U.S. housing recovery isn't very rosy and so he's avoiding subprime debt despite its big rally in 2013.
Plus: Janet Yellen's dovish optimism, Ernst & Young's $4 million lobbying settlement, how Citigroup agreed on that $7 billion figure, and QE has had almost no impact on unemployment
Skeptics raise their voices as the central bank continues to exit quantitative easing while denying rising prices.
<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
“Bond King” says the firm's flagship fund is starting to do better.
On today's <i>Breakfast with Benjamin</i> menu, learn about an odd new market indicator, the implications of ongoing investor optimism and much more.
<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
The alternative pitched as a way around rising rates isn't holding up it's end of the bargain very well; maybe it's time to look at individual bonds
Pimco's storied but embattled bond king seeks to rebuild Pimco's flagship fund, as well as his reputation. <i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140615/MUTUAL">Our full mutual funds special report.</i></a>
Proponents of the strategy tout its effectiveness in any rate environment.
Advisers sticking with the tried-and-true bond laddering strategy could be hurting clients amid looming rate increases.
Bond yields are beginning to move back toward familiar territory, which provides a reminder that bonds were never really designed to provide high returns. They were and are designed to provide security. In other words, the party is over.
Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania
<i>Breakfast with Benjamin: Why there's no excitement for this stock rally. </i>Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.
<i>Breakfast with Benjamin:</i> Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy stocks.
In this Take Five interview, Raman Srivastava, manager of the Dreyfus Opportunistic Fixed Income Fund talks about what advisers should look for in an unconstrained, or go-anywhere, bond fund.
