Betting on industries that gain from a pick-up in construction; from regional banks to picks and axes
Not for Bill Gross, whose bets on Treasuries backfired in May. The damage: Pimco's Total Return Fund lost nearly 2%, putting it behind almost all its rival funds.
Interest rate spikes are looming threats to stock investors, as they could lead to higher capital costs and cut corporate margins and profits as many companies continue to suffer through sluggish sales.
Since the mortgage crisis, Fannie Mae and Freddie Mac have been royally skewered. That doesn't seem to bother investors, who, over the past few months, have been giddily bidding up the stock prices of the suddenly profitable government entities.
Investors consider the category to be higher quality than junk bonds
Mortgage-backed bonds are hitting the market once again. But questions are already being asked about the risks -- and ratings -- of the home-loan securities.
Inflows way down at flagship funds piloted by celebrated pair; when will the hammer fall?
Traders expect Uncle Sam to reduce issuance of STNs — driving prices up in the process
McNabb tells oversight committee additional money market reform is purview of SEC; 'appropriate agency'
Six big mutual fund companies last week agreed to disclose the daily NAV of their money funds, an unusual show of unity among rivals aimed at heading off the threat of stricter regulation.
Refinancings, fixed-rate mortgages take it in the teeth after 'unheard-of' hike in borrowing costs
REITs can benefit from rising rates, portfolio manager says
Without a significant rise in household income, they will be capped by affordability and much stricter lending criteria, NewOak CEO says
Property company's buying binge rolls on; rebuffed in March by Cole
Repurchases seen as providing support for stocks.
Pimco fund manager says bull market peaked on April 29; Treasuries still better than cash
Pimco founder has been advising investors to sell riskier assets, buy government debt.
Market psychology, economic data may mean the answer is yes; concerns about QE3 tapering off linger
