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Sustainable bond market on track for a better year
Green bonds will drive sales, and sustainability-linked bonds are facing a test, S&P found.
Bond managers see 2023 as stark contrast from carnage last year
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
Pimco’s Daniel Ivascyn closes in on his next big trade
After making a killing by scooping up speculative mortgage debt on the cheap in the wake of the financial crisis, Ivascyn expects the next big opportunity to come in corporate debt.
All eyes on alts
As fixed income weighs down the classic 60/40 portfolio, allocations to alternatives are expected to rise over the next three years.
Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
Rally in gold revives debate over allocations to the precious metal
Up 17% over the past three months, gold is turning heads as a potential hedge.
ESG debt pile barreling toward $5 trillion
The Institute of International Finance forecasts a rebound in environmental, social bond issuance.
Wisconsin advisor pulled $1.9 million fraud on clients
The advisor, Anthony B. Liddle, 40, was barred from the securities industry last June by the Financial Industry Regulatory Authority Inc.
Bloomberg pays $5 million to settle SEC charges regarding fixed-income valuations
The agency alleged that from 2016 through last October, the company's BVAL failed to disclosed that valuations could be based on a single data input, rather than other methodologies it presented.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
FNZ acquires YieldX to accelerate US growth
YieldX’s technology will be integrated into FNZ’s existing product to enable advisors to scan the universe of fixed-income securities.
Principal partners with YieldX, Smartleaf on fixed-income direct indexing
Other direct indexing products have avoided the fixed-income space because it has a different liquidity profile and requires going directly to dealers.
Advisors downplay prospects for debt default, comfort clients
They're confident that after some political theater over the next few months, lawmakers will reach an agreement to boost the debt limit because the consequences of not doing so would be catastrophic.
Fed policy puts bonds on front burner as advisors see myriad ways to capture yield
Coming off a horrific year for bonds, the table has been set for both simple and creative fixed-income opportunities.
Finding potential upside in markets and the economy
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
After rough ride in ’22, 60/40 portfolio looks poised for solid ’23
The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.
Bob Doll’s predictions for 2023 paint less scary picture of year ahead
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
Can the 60/40 portfolio stage a comeback in 2023?
The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.
Appeal of higher yields has more advisers trading individual bonds instead of funds
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
