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UBS loses $18 million arbitration award over Puerto Rico closed-end bond funds

December 5, 2016

UBS Financial Services Inc. has lost an $18.6 million arbitration claim, stemming from losses to clients who invested in Puerto Rico closed-end municipal bond funds. The award, made by a Financial Industry Regulatory Authority Inc. arbitration...

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...

Bond market portends end of boom times

July 9, 2018

It's abundantly clear that Americans as a whole are experiencing the best economy since the Great Recession. U.S. employers are adding so many workers that more people are growing encouraged to enter the labor force. Wage growth is well above...

Put your bond manager to the liquidity test

September 4, 2015

Bond market liquidity is drying up — something every investor and financial adviser should take seriously. But liquidity risk can also provide an additional source of returns. The trick is knowing how to manage it. This is why picking the...

Make your short-term bond investment work smarter

July 27, 2015

Savers are increasingly worried about the prospect of rising interest rates, but with bank deposit rates close to zero, they're searching for short-duration investment products that minimize interest rate risk without sacrificing income. If...

How investors get yield wrong and how dangerous that can be

November 19, 2015

The way many retired investors think about the yield of their investment portfolios is complicated and puzzling. Too often, they blur the distinction between yield as an investment characteristic and yield as a source of income for retirement...

Want high-yield exposure? Forget ETFs

November 12, 2015

If you have a short-term view on high yield, an exchange-traded fund might be right for you. But if you want long-term exposure, ETFs are a terrible choice. The numbers speak for themselves. Over the first nine months of the year, the two largest...

Go-anywhere bond funds not for the faint of heart

April 22, 2015

The closer the Fed gets to raising interest rates, the better the notion of an unconstrained bond fund sounds. Why hide out in cash and short-term bond strategies while waiting for higher yields when you can invest in a fund that has the flexibility...

Don't let duration blind your analyses of bonds

April 20, 2015

While advisers are increasingly moving away from traditional simple fixed-income portfolios for their clients, many are still using basic tools to analyze bonds, despite the increasing complexity of the fixed-income market. The pervasive fear...

Generating yield in a world of rising interest rates

April 6, 2015

Now that the best parts of the bond market rally are behind us, it's time for advisers to start considering how to position clients for a likely increase in the fed funds rate later this year. I think the Federal Reserve is probably going to...

One-and-done: Does the Fed follow college basketball?

March 24, 2015

The calendar says late March, which for many means all college basketball, all the time. Investors around the country welcome the chance to focus on March Madness and stop worrying about interest rates and the next move by the Federal Reserve....

The sad but important truth about taxable bonds and AUM

July 2, 2018

Investors should hold a mix of stocks and bonds. Most high-income investors have limits on their ability to shelter savings, so they need to invest a significant amount in brokerage accounts. Depending on their risk tolerance, some of these...

Retirement planning 10 years after the financial crisis

June 28, 2018

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk, to the investment vehicles they...

How to avoid the 'grit your teeth and bear it' bond strategy

June 3, 2015

When it comes to fixed income investing, particularly at a time of historically low interest rates and unprecedented monetary policy, it's hard to beat a basic bond laddering strategy. For income investors, even if they're grumbling about the...

The endless bond bull market

October 14, 2014

Patient bond investors have been rewarded in 2014. A zero interest rate policy around the world and low volatility are forcing cash into bond markets, continuing to hold down government bond yields and bolster risk assets. It would seem this...

How to use volatility in the bond market to your advantage

March 10, 2015

Long-term investors should not confuse credit risk with market volatility — market volatility sometimes creates opportunity. This distinction is particularly important for bond investors who have watched the recent high-yield market selloff....

The bond market is beginning to look like a textbook definition of a bubble

July 22, 2014

The age of zero interest rates has had a number of intended consequences as well as some unintended ones. Historically low rates are meant to make credit cheap and plentiful to assist the economy in recovering from the Great Recession. The greatest...

Guggenheim's Minerd sees defaults, recession ahead

March 21, 2018

Companies that went on a borrowing binge may default on their debt as interest rates increase and the prospect of a recession grows, according to Scott Minerd, chief investment officer at Guggenheim Partners. After skirting defaults and bankruptcies...

Second-half outlook: Not as bad as you might think

June 20, 2017

With the Standard & Poor's 500 reaching record highs after an eight-year bull market, the Federal Reserve Bank raising interest rates and high stock valuations, strategists must be worried about the stock market, right? Not so much. Despite...

Unconstrained bond funds are constraining investors

June 17, 2014

Everyone seems to agree that interest rates will rise and it is easy to see why — they simply cannot go much lower. Figure 1 shows the very long term behavior of 10-year Treasury yields back to 1800. The past 30 years or so have provided great...

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