Results for "bonds / fixed income"

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Bonds are pulling portfolios into negative territory, not stocks

December 5, 2018

The stock market's 3% drop Tuesday provides the latest proof that volatility is back. But the recent gyrations in major stock market indexes doesn't tell the full story of what's happening inside client portfolios. While marquee benchmarks like...

Fear dictates ETF flows

November 30, 2018

From stocks to bonds to factor funds, safety was the name of the game for ETF investors in November. In a month dominated by midterm elections, trade tussles, Federal Reserve talk and concerns about slower growth, the message was clear: Steer...

Worst day of an awful year leaves no part of market unscathed

November 20, 2018

One of the financial markets' toughest years in half a century got appreciably worse Tuesday, with simmering weakness across assets boiling over to leave investors with virtually nowhere to hide. Stocks buckled for a second day, sending the...

As credit concerns grow, short-term bond ETFs see huge inflows

November 20, 2018

As the corporate credit market flashes caution signs, exchange-traded fund investors are seeking shelter in short-term bond funds. The JPMorgan Ultra-Short Income ETF (JPST) saw its third-largest inflow for the past year on Friday, with more...

JPMorgan says bond ETFs may help neutralize a 'credit bomb'

November 9, 2018

Working on ways to position for a potential collapse in corporate bonds? JPMorgan Chase & Co. has an idea: the exchange-traded funds that track the market. While ETFs would experience collateral damage if a "credit bomb" were to go off, their...

Don't bet on a post-midterm market rally

November 6, 2018

After the U.S. midterm elections, campaign rallies will take a welcome hiatus. Rallies in risk assets could also be harder to come by. Investors warn that the widely expected outcome of a divided Congress may not be fully baked in to asset prices....

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...

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,...

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...

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