Results for "bonds / fixed income"

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Is the endowment model relevant for individual investors?

October 22, 2018

The endowment style of investing, developed by David Swenson at Yale University in the mid-1980s, has gained increased attention over the past several decades as more investors seek to emulate part or all of the more diversified strategy. Yet...

ETF investors are rewriting the rules on hedging risk

October 16, 2018

Investors are coming up with new ways to hedge credit risk as interest rates rise and the Federal Reserve appears to be on course for further tightening, with minutes from its last meeting scheduled to be released Wednesday. Amid a steep run-up...

Market forecasters dissect the sell-off

October 11, 2018

Wednesday's market moves were enough to induce motion sickness, as the S&P 500 index fell 3.3%, the Dow down 832 points and the Nasdaq dropped more than 4.4%. But investment strategists note that this week's slide follows a very subdued third...

Municipal bond slide may scare away key buyers

October 8, 2018

Municipal bonds suffered their worst week since early February last week, but the real test of the market lies ahead. Will slow-to-react individual investors pull their money out in droves, as they have during previous downturns? Individuals,...

Treasury sell-off enters second day

October 4, 2018

A rout in Treasuries extended into a second day as global investors priced in stronger U.S. economic growth and a faster pace of Federal Reserve rate hikes. Benchmark 10-year yields climbed above 3.20% for the first time since 2011 and the dollar...

JB Investment Management joins RMB Capital

October 3, 2018

JB Investment Management has merged with RMB Capital of Chicago. JB Investment Management, which has $550 million in client assets and focuses on fixed-income strategies, will continue to operate out of its Brookfield, Wisc., office, but the...

10 best-performing fixed-income funds in Q3

October 2, 2018

While stocks raced ahead in the third quarter, bonds put in a less impressive performance. Fixed-income securities are overshadowed by rising rates, with the Federal Reserve’s 25-basis-point rate hike last Wednesday its eighth such move since...

Advisers warn against fleeing stocks in favor of bonds

September 17, 2018

Investors continue to favor fixed-income strategies over equities, which is contrary to what most financial advisers consider prudent at this point in the market cycle and suggests investors are anxious. The latest data from ETF.com show that...

Bill Gross chooses to load up on futures, generates big losses

September 13, 2018

​ Bill Gross leveraged up his bond fund through the use of futures during the first half of this year, only to suffer big losses on those tied to interest rates. Gross, who as manager of the Janus Henderson Global Unconstrained Bond Fund has...

Popularity of collateralized loan obligations widens thanks to demand from rich

September 5, 2018

Some of the world's wealthiest clans have been throwing their money into an esoteric piece of financial engineering that has Wall Street in its thrall. They're called collateralized loan obligations, and they transform riskier company loans...

Three disruptions reshaping fixed-income markets

September 4, 2018

Fixed-income markets are growing more efficient by the day, and with this, the old guard of bond fund managers is under pressure. Former stars at established firms are fading — in some cases fast — as market data grow wider, deeper, and...

As ESG investments boom, asset managers seek out fixed-income options

August 30, 2018

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

Fixed-income ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco DB US Dollar Index Bullish Fund (UUP) 5.72% 0.98% $509.30 0.75% 1,227,490 2 WisdomTree Bloomberg US Dollar...

Puerto Rico sales-tax bonds soar on news of debt deal

August 9, 2018

Puerto Rico bonds soared as much as 30% after the island reached a debt restructuring deal with owners of its sales-tax backed securities, marking a significant milestone in the government's record bankruptcy. The U.S. territory's subordinated...

Bill Gross sees bond fund assets hit lowest level since November 2014

August 9, 2018

Investors pulled money from Bill Gross's bond fund for the fifth consecutive month in July, reducing the fund's assets to the lowest since November 2014, less than two months after Mr. Gross took over the go-anywhere pool. The Janus Henderson...

Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields

August 6, 2018

Not content with a previous warning investors should brace for U.S. yields of 4%, Jamie Dimon went one further at the weekend, suggesting 5% was a distinct possibility. The JPMorgan Chase & Co. CEO said Saturday that people should be prepared...

Cash management platform gains appeal among advisers amid rising interest rates and frothy markets

July 27, 2018

The ever-frothy equity markets coupled with rising interest rates are starting to make cash look a lot more attractive to investors and financial advisers. It's a pattern that should play right into the hands of Gary Zimmerman, founder and CEO...

In wake of tax reform, muni bond market gains footing

July 23, 2018

Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors. With deductions for state...

Bill Gross's bond fund sees $580 million of outflows in first half

July 10, 2018

Investors pulled a total of about $580 million from Bill Gross's bond fund in the first half of this year, and he turned in the worst performance among his peers during the period. June marked the fourth straight month of withdrawals for Mr....

Trade war fueling bond rally

July 9, 2018

Treasury yields are slipping further away from the pivotal 3% level, and the escalating trade war between the U.S. and China has traders bracing for the world's biggest bond market to keep rallying. A four-week advance in 10-year notes, the...

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