On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.
In this Take Five interview, Columbia Management's global CIO says outcomes are more than a buzzword and investors expect more than performance.
Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?
Bill Gross's Pimco Total Return Fund sustained its 12th straight month of withdrawals in April as the world's largest bond fund continues to trail its peers.
Pimco's Bill Gross has overhauled the firm's Unconstrained Bond Fund since taking over in December. His moves include ditching 30-year Treasuries, boosting corporate debt bets and extending duration. Whether the revamp will help performance remains to be seen.
Neuberger Berman product joins ranks of similar funds from Goldman, JPMorgan and Pimco.
On today's <i>Breakfast with Benjamin</i> menu, the housing recovery might have fizzled out. Plus more on junk bond yields, a big Barclays fine and much more.
<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.
<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
How much can the year's surprising mutual fund flows tell us? Leuthold Weeden Capital Management's Kristen Hendrickson takes a deep dive and provides insight into how the rest of the year could play out.
Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.
<i>Breakfast with Benjamin:</i> The bond market's oddly logical rally. Plus: Retail and professional investors get cautious, gold tops $1,300 an ounce, the income opportunities in deep-water drilling, and clarifying Thomas Piketty's attack on capitalism
<i>Breakfast with Benjamin:</i> Some big names, including Nouriel Roubini, are warning about a bubble in corporate bonds. Plus: Jeffrey Gundlach knows where the bond market bear is, insider trading on fantasy, should you drop health care coverage, cities not enjoying a housing recovery and about that West Antarctic glacier.
Firm runs crash-test analysis to identify biggest losers &mdash; and winners &mdash; if the tension escalates. You might be surprised at the results.
Opportunities in municipal bonds: Potential opportunities to achieve high income over the long term if liquidity from other fixed-income investments dries up.
<i>Breakfast with Benjamin:</i> Why interest rates won't rise soon, from N.Y. Fed chief William Dudley. Plus: Why interest rates <i>will</i> rise soon, from another Fed governor, more reasons to expect a stock market correction, the end of the Tea 'party,' and what sets Warren Buffett's favorite bank apart.
Contrary to a popular belief that interest rates are destined to rise significantly, we may be re-entering the “old normal,” where the U.S. Treasury 10-year yield remains between 2% and 4% for an extended period.
They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
Today's <i>Breakfast with Benjamin</i> menu: China moves hit T-bonds. Plus: Navigating a bond portfolio through rising rates, El-Erian says the market outlook is rocky, the price of meat is high and going higher, and math doesn't have to be so darn complicated.
<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.
