Results for "bonds / fixed income"

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Advisor Group acquisition financed by debt rated 'junk' by S&P

August 23, 2019

The $1.6 billion in debt issued to finance the recent acquisition of Advisor Group has been rated below investment grade — commonly known as junk bonds — in a report this month by S&P Global Ratings. Reverence Capital Partners, a private...

Stocks sink as U.S.-China feud deepens

August 23, 2019

U.S. stocks slumped and Treasuries rallied Friday after President Donald J. Trump said he'll respond to new Chinese tariffs and blasted Federal Reserve Chairman Jerome Powell. The dollar fell. The S&P 500 Index dropped as much as 1.7%, led by...

UBS hit with $4.4 million arb award over Puerto Rico bonds and funds

August 22, 2019

A group of investors who bought Puerto Rico bonds and closed-end funds won a $4.4 million arbitration claim against UBS Financial Services Inc. and its related business in Puerto Rico. The three investors and related trusts and businesses initially...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Why Pimco fixed-income fund fell as long bonds rallied

August 19, 2019

The rally that lifted long-term U.S. bonds this month eluded the world's largest actively managed fixed-income fund. Dan Ivascyn's $130 billion Pimco Income Fund lost 1.07% since July 31. Its benchmark, the Bloomberg Barclays U.S. bond aggregate...

IFS Securities hit with $10 million trading loss: reports

August 15, 2019

A midsize broker-dealer in Atlanta is facing a potential loss of at least $10 million after its head municipal securities trader made unauthorized trades and shorted Treasury bonds, according to published reports. Keith Wakefield, the former...

Insurers pivot amid declining interest rates

August 15, 2019

Interest rates have done an about-face, and insurers are feeling the pinch. Just less than a year ago, insurance companies, financial advisers and their clients were celebrating the return of higher interest rates. More money flowed into insurers'...

Franklin Templeton fund biggest loser as Argentine assets plummet

August 14, 2019

The dramatic decline in Argentine assets is wreaking havoc on some of the largest U.S. money managers. (More: The 4 biggest risks for US equity investors) Funds with high exposure to the South American nation tumbled Monday after President Mauricio...

Biggest firms win fight for cash flooding muni funds

July 23, 2019

A handful of the biggest firms on Wall Street are landing the vast majority of cash pouring into the municipal-bond market. Vanguard Group's mutual funds focused on tax-exempt debt have received about $12.7 billion this year, or nearly a third...

Top 50 fixed-income mutual funds, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 Eaton Vance Emerging Markets Local Income Fund;A (EEIAX) 7.45% 10.18% 5.31% $1,019.00 1.22% 2 Vanguard Extended...

Top 50 fixed-income ETFs, second quarter 2019

July 20, 2019

Ranked by quarterly returns Name/ticker 3-month return 1-year return 3-year annualized return Portfolio net assets ($M) Expense ratio* 1 PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) 7.84% 14.18% 0.95% $265.30 0.15% 2 iShares 10+ Year...

Advisers scramble to help retirees navigate looming Fed rate cut

July 15, 2019

For the first time in more than a decade, financial advisers are having to prepare client portfolios for an interest rate cut by the Federal Reserve, and the general consensus of advice is to try and not panic. "Stay away from bank-loan bonds...

SEC charges financier for stealing $43 million in client funds

June 27, 2019

The Securities and Exchange Commission has charged Jason Sugarman, a Los Angeles financier, with directing a fraudulent scheme to gain control over two registered investment advisers so that he and others could steal $43 million of client funds...

Bond ETFs nearing record inflows for first half

June 26, 2019

As the risk of an economic slowdown lingers, exchange-traded fund investors are seeking shelter in bond funds. They've poured about $72 billion into fixed-income ETFs this year through Friday, with the funds on track for their biggest first-half...

Fixed-income solutions for breakaways entering the RIA space

June 25, 2019

Wirehouse advisers are often sold the idea that the independent channel cannot support sophisticated investment solutions. So a major concern for breakaway advisers as they make the move to independence is how they will recreate the products...

Fed signal sends advisers into fixed-income scramble

June 21, 2019

The Federal Reserve Board's signal earlier this week that it is preparing for its first interest-rate cut in 10 years sent a chill through some corners of the financial planning industry, as rate cuts typically indicate rough times ahead. "We...

ETF traders push back against proposal for bond reporting lag

June 17, 2019

An audacious plan to give bond dealers more time to reveal large corporate-debt transactions has sparked a blowback from traders of exchange-traded funds. Jane Street Group, one of the largest ETF market-makers, hedge fund Citadel and an association...

Fixed-income focus: Beware ending up with the 'ultra-short' straw

June 12, 2019

So far this year, the Federal Reserve has gone from being in a firm rate-hiking cycle into a so-called "Powell pause" — where it put interest rates on hold due to slowing global growth and rising risks to the U.S. economy. Following an extension...

Investors are headed to extra innings

June 4, 2019

After a wild and disappointing finish to last year, investors were bracing for more tough times ahead. Instead, with the S&P 500 Index knocking on the door of a bear market long in hibernation, suddenly and seemingly all at once, everything...

Muni funds land a year's worth of cash in four months

April 25, 2019

It's only four months into 2019, and already mutual funds that invest in state and local-government debt have raked in more cash than they usually do in a year. Investors added $1.1 billion to such funds in the week ended April 17, the fifteenth...

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