Fixed Income

Displaying 3055 results
Global bonds step into bear market as central banks seek to quash inflation
INVESTING FIXED INCOME SEP 02, 2022
Global bonds step into bear market as central banks seek to quash inflation

Rapid interest-rate hikes deployed by policy makers in response to soaring inflation have brought to an end a four-decade bull market in bonds.

By Bloomberg
UBS dumped from Texas municipal bond deal
INVESTING FIXED INCOME AUG 29, 2022
UBS dumped from Texas municipal bond deal

The bank won’t be part of the underwriting syndicate for transaction after state Comptroller Glenn Hegar included UBS on list of firms he deems “boycott” the fossil-fuel industry.

By Bloomberg
Inflationary trend lands advisers in unfamiliar territory
INVESTING EQUITIES AUG 24, 2022
Inflationary trend lands advisers in unfamiliar territory

The Biden administration's plan to cancel billions in student debt could drive inflation even higher.

By Jeff Benjamin
Income alternatives for individual investors
INVESTING OPINION AUG 24, 2022
Income alternatives for individual investors

The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.

By Jack Snyder Jr.
Investors see 60/40 mix enduring despite recent turmoil, survey shows
INVESTING FIXED INCOME AUG 15, 2022
Investors see 60/40 mix enduring despite recent turmoil, survey shows

The tactic has taken a beating this year as bonds were hit by the steepest slump in decades, compounding the stock market's losses instead of buffering against them.

By Bloomberg
Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

By Jeff Benjamin
Pimco sees $29 billion in outflows as rate hikes hit bond funds
INVESTING FIXED INCOME AUG 05, 2022
Pimco sees $29 billion in outflows as rate hikes hit bond funds

The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.

By Bloomberg
Parents getting schooled on 529 plans as kids return to campus
INVESTING FIXED INCOME AUG 03, 2022
Parents getting schooled on 529 plans as kids return to campus

This year's slide in stocks and bonds hasn't been pleasant for anyone, but it's been most disheartening for those with kids heading off to college this fall.

By Gregg Greenberg
Will a target-date fund crash bury the boomers?
INVESTING RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
BlackRock warns against dip buying as high-volatility era dawns
INVESTING FIXED INCOME JUL 12, 2022
BlackRock warns against dip buying as high-volatility era dawns

Investors should bet on credit instead, because valuations have improved and default risk is contained, according to BlackRock strategists.

By Bloomberg
Financial advisers turn surprisingly bullish on the second half
INVESTING RIAS JUL 11, 2022
Financial advisers turn surprisingly bullish on the second half

Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.

By Jeff Benjamin
Response to inflation is likely to dominate economic policies
INVESTING EQUITIES JUL 11, 2022
Response to inflation is likely to dominate economic policies

While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.

By Jeff Benjamin
It's not too late to join the liquid alts party, Morningstar says
INVESTING RIAS JUL 01, 2022
It's not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

By Jeff Benjamin
Economic uncertainty puts alternative investments front and center
INVESTING RIAS JUN 22, 2022
Economic uncertainty puts alternative investments front and center

Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.

By Jeff Benjamin
Wholesalers at B-D that sold GWG bonds jump ship
INVESTING ALTERNATIVES JUN 16, 2022
Wholesalers at B-D that sold GWG bonds jump ship

When wholesalers leave a broker-dealer en masse, it's a signal that the firm's efforts to sell more product and generate more revenue could be greatly hampered.

By Bruce Kelly
Anticipating more pain ahead, advisers stress long-term perspective
INVESTING RIAS JUN 15, 2022
Anticipating more pain ahead, advisers stress long-term perspective

While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.

By Jeff Benjamin
As markets slide, more advisers are sending clients to I bonds
INVESTING RIAS JUN 13, 2022
As markets slide, more advisers are sending clients to I bonds

Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.

By Jeff Benjamin
Inflation, no longer deemed transitory, puts advisers in scramble mode
INVESTING RIAS JUN 03, 2022
Inflation, no longer deemed transitory, puts advisers in scramble mode

The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.

By Jeff Benjamin
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch
INVESTING ALTERNATIVES MAY 27, 2022
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch

Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."

By Bruce Kelly
Fed saw aggressive hikes providing flexibility later this year
INVESTING FIXED INCOME MAY 25, 2022
Fed saw aggressive hikes providing flexibility later this year

The minutes confirmed support by most officials to continue such increases over at least their next two gatherings.

By Bloomberg