Results for "bonds / fixed income"
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Smart money is pouring into fixed income
April 19, 2019
Even with the roaring start to 2019 that has the S&P 500 Index up nearly 16% through Thursday, an increased appetite for fixed-income strategies suggests the emergence of a more conservative mindset among investors. While the first three months...
New ETF offers a way to bet on credit volatility
April 17, 2019
The short-volatility complex is coming to corporate debt ETFs. An exchange-traded fund that will test appetite for credit volatility as a standalone asset class arrived this month, smack in the middle of the calmest junk-bond markets since October....
BlackRock rebounds as clients move from cash to fixed income
April 16, 2019
BlackRock Inc. rebounded from a rocky end of last year, as customers jumped into its fixed-income products and showed interest in illiquid alternatives. The world's largest asset manager saw $65 billion in net inflows in the first quarter, the...
BlackRock wages secret fee war for junk-debt ETF investors
April 9, 2019
A covert price war is raging between money managers looking to lure junk-bond investors. BlackRock Inc., the world's largest issuer of exchange-traded funds, has slashed the cost of its iShares Broad USD High Yield Corporate Bond ETF by waiving...
Morningstar improving bond fund data reporting
April 4, 2019
Morningstar Inc. is changing up the way it reports fixed-income data for investors and financial advisers. The switch relates to how Morningstar, which provides data and research on mutual funds and exchange-traded funds, reports important fixed-income...
Staying active in a year of volatility
March 21, 2019
Two months ago, we made two broad predictions about the credit markets. The first was that 2019 would be characterized by volatility, with 2018-like ups and downs, albeit with much greater uncertainty and potential for more severe outcomes....
Brookfield buys Oaktree to build an alternatives giant
March 13, 2019
Brookfield Asset Management Inc. agreed to buy a majority stake in Oaktree Capital Group, a combination that would rival Blackstone Group as the world's largest alternative money manager. Brookfield will acquire a 62% stake in Oaktree in a cash...
JPMorgan's $50 billion fund is cutting equities on dovish Fed
February 26, 2019
One of JPMorgan Asset Management's largest mutual funds is selling stocks, wagering that a dovish Federal Reserve is signaling burgeoning risks to global economic growth. Eric Bernbaum, co-portfolio manager of the JPMorgan's $50 billion Global...
Philadelphia sues seven banks over 'collusion' in municipal bond deals
February 21, 2019
Philadelphia sued seven banks, including JPMorgan Chase & Co. and Bank of America Corp., accusing them of costing local governments billions of dollars by colluding to fix the prices on floating-rate bonds issued to finance public works. The...
Mortgage ETF is one of the most popular this year
February 20, 2019
Investors on the hunt for both safety and a touch of yield have made a product stuffed with mortgage-backed securities the third-most popular exchange-traded fund this year. The $15 billion iShares MBS ETF (MBB) has taken in more than $3 billion...
Fidelity adds bond, multi-asset choices to model portfolios
February 7, 2019
Fidelity has expanded its model portfolio offering by adding a portfolio for bond income and one for multi-asset income. The additions are the first models offered by Fidelity that include exchange-traded funds, along with active and passive...
Vanguard defends the value of active bond funds
February 6, 2019
Quick — what's the first word you associate with Vanguard Group Inc., the $5.1 trillion investing giant? Perhaps it's "indexing" or "passive," referring to some of the asset manager's largest fund offerings, such as its $577 billion Vanguard...
Why muni bond dealers welcome the tax-the-rich push
February 4, 2019
Politics aside, one corner of Wall Street is likely welcoming Democrats' talk of raising taxes on the rich. Higher rates tend to be a good thing for the $3.8 trillion state and local government bond market, a haven for investors looking for...
Bill Gross retires after four-decade career in bonds
February 4, 2019
Bill Gross, who reigned for decades as the Bond King at Pacific Investment Management Co., is retiring more than four years after jumping to Janus Henderson Group from the fixed-income giant he co-founded. "I've had a wonderful ride for over...
Bond titan blasts 'misguided' bet that Fed hikes are over
February 1, 2019
A investor responsible for $150 billion worth of debt warned markets are getting ahead of themselves with big bets that the Federal Reserve is taking an extended pause in raising interest rates. "The market's assumption that the Fed will not...
Bull market's dividend ride comes back to earth
January 22, 2019
For Lode Devlaminck, it was the turning point — the moment corporate titans and their shareholders had to pay for the excesses of the credit cycle. In October, Anheuser-Busch InBev halved its dividend after the world's largest brewer confronted...
Gundlach warns U.S. economy is floating on 'ocean of debt'
January 14, 2019
Jeffrey Gundlach said yet again that the U.S. economy is gorging on debt. Echoing many of the themes from his annual "Just Markets" webcast Tuesday, Mr. Gundlach took part in a roundtable of 10 of Wall Street's smartest investors for Barron's....
Bill Gross' bond fund suffers $60 million in December redemptions
January 14, 2019
Investors keep pulling money from Bill Gross' bond fund. The Janus Henderson Global Unconstrained Bond Fund suffered about $60 million of redemptions in December, according to Bloomberg estimates. The outflows lowered the fund's assets to $950.4...
Vanguard recommends investors increase non-U.S. holdings to 40%
January 11, 2019
Investors should put about 40% of their portfolios in non-U.S. stocks and bonds to diversify their holdings, according to top executives at Vanguard Group, the fund giant that manages $4.9 trillion. Global stock markets are likely to outperform...
Dash for cash may be starting to reverse as stocks recover
January 10, 2019
Ten days into January, there are signs that investors' appetite for cash, which surged last quarter, is easing, suggesting the stabilization in equities is starting to erode demand for safer investments. Investors pulled a record $745 million...
