Fixed Income

Displaying 3053 results
Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Why Pimco fixed-income fund fell as long bonds rallied
INVESTING MUTUAL FUNDS AUG 19, 2019
Why Pimco fixed-income fund fell as long bonds rallied

Fund's performance reflects its duration and its holdings of mortgage-backed securities.

By Bloomberg
Falling rates expose duration risk in bond funds
INVESTING MUTUAL FUNDS AUG 16, 2019
Falling rates expose duration risk in bond funds

Double-digit returns on bond funds embracing longer durations can turn on a dime if interest rates start climbing.

By Jeff Benjamin
IFS Securities hit with $10 million trading loss: reports
INVESTING RIAS AUG 15, 2019
IFS Securities hit with $10 million trading loss: reports

IFS Securities facing 'substantial losses' from head bond trader's bet on Treasuries.

By Bruce Kelly
Insurers pivot amid declining interest rates
INVESTING LIFE INSURANCE AND ANNUITIES AUG 15, 2019
Insurers pivot amid declining interest rates

American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.

By Greg Iacurci
Franklin Templeton fund biggest loser as Argentine assets plummet
INVESTING EMERGING MARKETS AUG 14, 2019
Franklin Templeton fund biggest loser as Argentine assets plummet

Large funds from Ashmore and Fidelity also suffered.

By Bloomberg
Countdown to catastrophe? The yield curve and the stock market
INVESTING EQUITIES AUG 14, 2019
Countdown to catastrophe? The yield curve and the stock market

The inverted Treasury yield curve signals a recession is coming — but the timing is unclear.

By Bloomberg
Biggest firms win fight for cash flooding muni funds
INVESTING FIXED INCOME JUL 23, 2019
Biggest firms win fight for cash flooding muni funds

Five companies have received 80% of the money that has poured into tax-exempt bond funds this year.

By Bloomberg
Top 50 fixed-income ETFs, second quarter 2019
INVESTING MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 fixed-income mutual funds, second quarter 2019
INVESTING MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Advisers scramble to help retirees navigate looming Fed rate cut
INVESTING RIAS JUL 15, 2019
Advisers scramble to help retirees navigate looming Fed rate cut

The Fed's first interest-rate cut in a decade has advisers warning against chasing the bait of risk over safety.

By Jeff Benjamin
INVESTING FIXED INCOME JUN 27, 2019
SEC charges financier for stealing $43 million in client funds

Jason Sugarman is alleged to have directed a fraudulent scheme involving Native American tribal bonds.

By InvestmentNews
Bond ETFs nearing record inflows for first half
INVESTING ETFS JUN 26, 2019
Bond ETFs nearing record inflows for first half

Investors have poured $72 billion into fixed-income funds so far this year amid fears of a slowdown.

By Bloomberg
Fixed-income solutions for breakaways entering the RIA space
INVESTING OPINION JUN 25, 2019
Fixed-income solutions for breakaways entering the RIA space

Wirehouse advisers fear that they'll have less access to fixed-income investments in the independent space, but the opposite is true.

By Matt Sonnen
Fed signal sends advisers into fixed-income scramble
INVESTING RIAS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

By Jeff Benjamin
ETF traders push back against proposal for bond reporting lag
INVESTING ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

By Bloomberg
Fixed-income focus: Beware ending up with the 'ultra-short' straw
INVESTING OPINION JUN 12, 2019
Fixed-income focus: Beware ending up with the 'ultra-short' straw

Given the changing outlook on Federal Reserve rate moves, fixed-income decisions taken last year warrant a rethink.

By Gautam Khanna
Investors are headed to extra innings
INVESTING EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
Muni funds land a year's worth of cash in four months
INVESTING MUTUAL FUNDS APR 25, 2019
Muni funds land a year's worth of cash in four months

Money coming from people who saw their tax bills rise as a result of the cap on state and local tax deductions.

By Bloomberg
Smart money is pouring into fixed income
INVESTING RIAS APR 19, 2019
Smart money is pouring into fixed income

Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.

By Jeff Benjamin