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Advisers revisit bond ladders as rates rise

October 29, 2018

The rising interest-rate cycle, which is generally bearish for the price of bonds, has some financial advisers embracing bond-laddering strategies to help smooth the ride on the fixed-income side of client portfolios. Buying individual bonds...

Stock market pullback brings out the buyers

October 24, 2018

While some investors and market watchers are interpreting the latest stock market volatility as a call for caution, others see it as a rare opportunity to buy low. "I probably carry more cash than I should in client accounts, but I do it for...

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,...

Fix boomers' ESG dilemma with bonds

October 8, 2018

When it comes to ESG investing, Wall Street's product development boom has produced an abundance of ESG equity funds suitable for many investors with the risk tolerance for equities. This may work for millennials, but what are Baby Boomers or...

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...

Active fixed-income management makes sense now more than ever

September 7, 2018

Cracks are beginning to appear in the case for passive investing, especially in the fixed-income world. Morningstar data show that the majority of actively managed bond funds in the intermediate-term bond category outperformed their passive...

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...

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