Displaying 323 results
Federal Reserve alters investor expectations
Wages, other forms of inflation take on heightened market significance in wake of central bank policy meeting.
Take advantage of bond volatility
Long-term investors should not confuse credit risk with market volatility — the latter sometimes creates opportunity. This distinction…
Core bonds a key in diversification
Credit quality and duration will be important for investors in an increasingly volatile market
Old vehicle for income is new again
Closed-end municipal bond funds are getting another look while savings rates remain low
Allocating to nontraditional strategies can provide faster, smoother routes
Taking investing lessons from Google Maps and be in the business of giving good directions
Investment managers ditching 60/40 portfolios in favor of more liquid alternatives
On its last legs, the 60/40 portfolio will be replaced by 30/30/40, some managers say.
China’s markets set for global stage
Arguably, the biggest event of 2014 for investors is China’s Stock Connect program, which joins stock markets in…
Opportunities do exist in bonds
Advisers need to understand fixed-income markets, have sound judgment and a bit of courage
Blame ‘loss aversion’ for bond dip
50-basis-point intraday swing Oct. 15 caused by investors betting on rising rates - and bailing out
Emerging-markets ETFs’ quandary
Investors using market-cap-constructed funds run risk of overweighting near-developed economies
Bank loan funds aren’t in the doghouse yet
Declining Treasury rates have caused many investors to redeem their shares of floating-rate bank loan funds over the…
Why managed futures aren’t getting the job done
Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.
Floating-rate funds: How much risk?
In today's low-yield environment, investors have good reason to be concerned about the impact rising rates could have on their fixed-income portfolios.
Catching the next technology wave
The convergence of broadband wireless, Internet accessibility, smartphones and all the services that get wrapped around them is…
Look at pay in assessing jobs report
As we look forward to the July payroll report, to be released Friday, we consider the most important…
‘Old tech’ profits from ‘new tech’
The woes of the technology sector have been making a lot of headlines. Through May, the information technology…
It’s time for dividend-paying stocks
Shift in investor focus to valuations and quality is a natural reaction to rising geopolitical risk.
Give closed-end funds a closer look
Closed-end funds have been on the market since 1893, more than 30 years longer than the first open-end…
Emerging markets re-emerging
After a drop from the Federal Reserve's tapering scare, fixed income assets have rebounded.
A case for private equity in DC plans
By addressing four major challenges, advisers can help plan clients gain access to higher returns.
