Fixed Income

Displaying 3053 results
In wake of tax reform, muni bond market gains footing
INVESTING RIAS JUL 23, 2018
In wake of tax reform, muni bond market gains footing

As banks sell munis, and the Fed hikes rates, supply and demand take over.

By Jeff Benjamin
Wells Fargo takes $8.7 million arbitration hit over Puerto Rican bonds
INVESTING FIXED INCOME JUL 20, 2018
Wells Fargo takes $8.7 million arbitration hit over Puerto Rican bonds

Finra panel says firm and broker are liable for damages, interest, fees and costs.

By Bloomberg
Retirees spend their golden years on campus
INVESTING RETIREMENT PLANNING JUL 11, 2018
Retirees spend their golden years on campus

As seniors flock to live near universities, Purchase College in New York is developing a retirement community.

By Bloomberg
Bill Gross's bond fund sees $580 million of outflows in first half
INVESTING MUTUAL FUNDS JUL 10, 2018
Bill Gross's bond fund sees $580 million of outflows in first half

Withdrawals came as his fund posted the worst performance among its peers.

By Bloomberg
Trade war fueling bond rally
INVESTING FIXED INCOME JUL 09, 2018
Trade war fueling bond rally

The Treasury 10-year yield could test support at 2.75% this week as investors seek the safe haven of government debt

By Bloomberg
Bond market portends end of boom times
INVESTING FIXED INCOME JUL 09, 2018
Bond market portends end of boom times

Eurodollar futures, Fed funds futures confirm sobering reality that U.S. is fast approaching end of economic expansion.

By Bloomberg
Where to stash your cash as tariffs kick in
INVESTING FIXED INCOME JUL 06, 2018
Where to stash your cash as tariffs kick in

Gold, a traditional safe haven, has declined in recent months, damaged by the strengthening dollar.

By Bloomberg
Muni closed-end funds may be ripe for tax-loss sales
INVESTING MUTUAL FUNDS JUL 05, 2018
Muni closed-end funds may be ripe for tax-loss sales

The vast majority of the funds have posted a loss this year, pressured by the rising cost of leverage.

By Bloomberg
The sad but important truth about taxable bonds and AUM
INVESTING FIXED INCOME JUL 02, 2018
The sad but important truth about taxable bonds and AUM

Accurate estimates of expenses show net returns on taxable bonds in AUM accounts at today's interest rates are depressingly low.

By Michael Finke and David Blanchett
Volatile trading in first half upends expectations
INVESTING EQUITIES JUN 29, 2018
Volatile trading in first half upends expectations

Emerging-market stocks are the biggest loser so far thjs year, followed by emerging-market and euro-denominated debt.

By Bloomberg
Retirement planning 10 years after the financial crisis
INVESTING RETIREMENT PLANNING JUN 28, 2018
Retirement planning 10 years after the financial crisis

The 2008 crisis left investors focused on income vehicles that provide reliable returns.

By Eric Watson
UBS to pay $4.3 million in Puerto Rico bonds claim
INVESTING FIXED INCOME JUN 27, 2018
UBS to pay $4.3 million in Puerto Rico bonds claim

The claimant's broker at UBS has 183 disclosures on his BrokerCheck report.

By Bruce Kelly
Municipal bonds once seen as the safest are now tarnished
INVESTING FIXED INCOME JUN 22, 2018
Municipal bonds once seen as the safest are now tarnished

Bonds backed by revenue streams such as taxes or tolls are starting to see downgrades from the rating agencies

By Bloomberg
Guggenheim said to consider sale of asset management unit
INVESTING FIXED INCOME JUN 21, 2018
Guggenheim said to consider sale of asset management unit

Transaction could involve Guggenheim taking on Munich Re's asset management unit

By Bloomberg
INVESTING ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

By Jeff Benjamin
INVESTING ETFS JUN 08, 2018
Investors dump junk ETF

Exchange-traded fund that tracks short-term junk bonds has lost $1.5 billion over the last two weeks.

By Bloomberg
INVESTING FIXED INCOME JUN 07, 2018
Yield curve points to recession in about 22 months

Guggenheim's Scott Minerd explains: The flatter curve is a bad sign, and Fed hikes are likely to result in more flattening.

By Bloomberg
INVESTING FIXED INCOME MAY 31, 2018
Biggest U.S. banks cut municipal-bond holdings

Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.

By Bloomberg
INVESTING MUTUAL FUNDS MAY 30, 2018
Bill Gross had nightmare day as fears about Italy roiled markets

His $2.1 billion bond fund fell about 3% Tuesday, leaving it trailing 96% of its rivals.

By Bloomberg
INVESTING EQUITIES MAY 25, 2018
Safest assets provide no protection amid the brewing rate storm

As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.

By Bloomberg