Fixed Income

Displaying 3055 results
Recession threat takes center stage
INVESTING RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

By Jeff Benjamin
Stock sell-off to intensify as fresh 10% plunge looms, survey finds
INVESTING FIXED INCOME MAY 23, 2022
Stock sell-off to intensify as fresh 10% plunge looms, survey finds

The Fed’s hawkish-at-all-costs posture, the chaos in supply chains and intensifying threats to the business cycle are all undermining confidence.

By Bloomberg
Broker picked wrong time to boost bet on GWG bonds
INVESTING ALTERNATIVES MAY 11, 2022
Broker picked wrong time to boost bet on GWG bonds

Broker-dealers kept selling GWG's life settlement-backed bonds for years despite all the accounting and reporting static coming from the company.

By Bruce Kelly
ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

By Jeff Benjamin
As market sell-off continues, financial advisers are searching for answers
INVESTING RIAS MAY 09, 2022
As market sell-off continues, financial advisers are searching for answers

Advisers are hoping the worst is over and trying to keep clients focused on the long term.

By Jeff Benjamin
Historic rout isn’t over yet, Bank of America strategists say
INVESTING FIXED INCOME MAY 06, 2022
Historic rout isn’t over yet, Bank of America strategists say

“Paralysis rather than panic best describes investor positioning,” BofA's Michael Hartnett says.

By Bloomberg
Bond turmoil threatens to erupt anew with inflation haunting Fed
INVESTING FIXED INCOME MAY 05, 2022
Bond turmoil threatens to erupt anew with inflation haunting Fed

Chair Jerome Powell pours cold water on the prospect for a jumbo-sized 75 basis point rate hike next month.

By Bloomberg
First Eagle interval fund offers healthy income in exchange for liquidity
INVESTING MUTUAL FUNDS MAY 04, 2022
First Eagle interval fund offers healthy income in exchange for liquidity

Investors searching for a source of income could look to credit funds with attractive yields.

By Jeff Benjamin
Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

By Jeff Benjamin
Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

By Jeff Benjamin
Bond market 'bloodbath' opens a door for income investors
INVESTING ALTERNATIVES APR 29, 2022
Bond market 'bloodbath' opens a door for income investors

As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.

By Jeff Benjamin
Global bonds set for worst ever month before burst of rate hikes
INVESTING FIXED INCOME APR 28, 2022
Global bonds set for worst ever month before burst of rate hikes

Fears of quickening inflation, a cut in Russian gas supply to Poland and Bulgaria and a red-hot Australian inflation print fueling expectations that the rout may continue.

By Bloomberg
LA broker at lead firm that sold GWG bonds hit with complaints
INVESTING ALTERNATIVES APR 22, 2022
LA broker at lead firm that sold GWG bonds hit with complaints

Tony Barouti, a broker registered with Emerson Equity, faces two investor complaints alleging $1.37 million in damages, according to his BrokerCheck profile.

By Bruce Kelly
Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.

By Jeff Benjamin
Treasury yield surge to threaten bull run’s last resistance line
INVESTING FIXED INCOME APR 12, 2022
Treasury yield surge to threaten bull run’s last resistance line

Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.

By Bloomberg
Advisers buckle up for more market volatility
INVESTING RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

By Jeff Benjamin
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson
INVESTING FIXED INCOME APR 10, 2022
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson

Investors should get out of bonds as rates rise and diversify their portfolios with exposure to agricultural products, oil and metals facing supply disruptions due to the war in Ukraine.

By Bloomberg
GWG Holdings hit with Nasdaq notice over stock listing
INVESTING ALTERNATIVES APR 07, 2022
GWG Holdings hit with Nasdaq notice over stock listing

Shares of the beleaguered alternative investment manager hit a new low of $1.78 in trading Thursday morning.

By Bruce Kelly
Fed officials weigh pruning balance sheet by $95 billion a month
INVESTING FIXED INCOME APR 06, 2022
Fed officials weigh pruning balance sheet by $95 billion a month

Officials proposed shrinking the Fed’s balance sheet at a maximum monthly pace of $60 billion in Treasuries and $35 billion in mortgage-backed securities.

By Bloomberg
Global bond sell-off deepens as Fed steps up tightening rhetoric
INVESTING FIXED INCOME APR 06, 2022
Global bond sell-off deepens as Fed steps up tightening rhetoric

The prospect of aggressive Fed action propelled the benchmark 10-year Treasuries back into ranges seen in 2018 and 2019.

By Bloomberg