Fixed Income

Displaying 3055 results
Wealth managers eyeing municipal bonds ahead of tax cut sunsets
INVESTING FIXED INCOME OCT 31, 2024
Wealth managers eyeing municipal bonds ahead of tax cut sunsets

Some advisors are waiting for the election before adding more muni-bonds. Others are getting a head start.

By Gregg Greenberg
Is this bull market getting scary? Financial advisors weigh in
INVESTING EQUITIES OCT 31, 2024
Is this bull market getting scary? Financial advisors weigh in

With Halloween in the air, wealth managers discuss their stock market nightmares.

By Gregg Greenberg
BlackRock broadening iShares lineup with bond ladder ETFs
INVESTING ETFS OCT 29, 2024
BlackRock broadening iShares lineup with bond ladder ETFs

Building on its pioneering defined maturity ETF suite, the new ETF funds-of-funds aim to give advisors a simple way to deploy the classic risk management strategy.

By Leo Almazora
Bond vigilantes could make a comeback, says Ed Yardeni
INVESTING FIXED INCOME OCT 28, 2024
Bond vigilantes could make a comeback, says Ed Yardeni

A glaring absence of deficit discussions ahead of the November 5 presidential election could set the stage for movement in the fixed income markets.

By Bloomberg
Blackstone-owned Hipgnosis plots $1.47B music bond sale
INVESTING ALTERNATIVES OCT 25, 2024
Blackstone-owned Hipgnosis plots $1.47B music bond sale

The new debt issuance will be backed by royalties from chart-topping artists like Shakira, Journey, and the Red Hot Chili Peppers.

By Bloomberg
Treasury slide reaches third day as Fed rate cut bets fade
INVESTING FIXED INCOME OCT 23, 2024
Treasury slide reaches third day as Fed rate cut bets fade

Speculation of a potential Trump win in pivotal November 5 presidential election, and subsequent inflation risks, is helping to push up yields.

By Bloomberg
Leaning into world's riskiest bonds a loser's game, warns Pimco
INVESTING EMERGING MARKETS OCT 22, 2024
Leaning into world's riskiest bonds a loser's game, warns Pimco

The leading fixed income asset manager advises investors to fight the "temptation" to run into crowded high-yielding emerging markets.

By Bloomberg
Investors increasingly using ETFs for CLO bets, says BofA
INVESTING ETFS OCT 10, 2024
Investors increasingly using ETFs for CLO bets, says BofA

Recent $428M single-day inflow record speaks to a broader retail trend.

By Bloomberg
Wealth managers weigh election strategies as vote approaches
INVESTING EQUITIES OCT 10, 2024
Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election. They are making portfolio plans too.

By Gregg Greenberg
Five-year bonds a buy on "rare soft landing," says Pimco
INVESTING FIXED INCOME OCT 09, 2024
Five-year bonds a buy on "rare soft landing," says Pimco

With the Federal Reserve poised to achieve an economic feat, the fixed income giant sees a sweet spot in middle-of-the-curve securities.

By Bloomberg
Short-term muni bonds swoon after jobs change rate cut calculus
INVESTING FIXED INCOME OCT 07, 2024
Short-term muni bonds swoon after jobs change rate cut calculus

Strategists see the front end of debt curve moving in sync with expectations on Federal Reserve movements.

By Bloomberg
Fidelity's next trick: a muni bond fund-to-ETF flip
INVESTING ETFS OCT 03, 2024
Fidelity's next trick: a muni bond fund-to-ETF flip

The firm's plans to convert two of its municipal bond mutual funds follows similar moves by rivals including BlackRock.

By Bloomberg
Columbia set to join other Ivy League names in muni debt market
INVESTING FIXED INCOME OCT 01, 2024
Columbia set to join other Ivy League names in muni debt market

The prestigious college will be the latest in a boom of universities jumping into the muni bond space with a $500M offering of tax-exempt and taxable securities.

By Bloomberg
Altruist rolls out modern fixed-income trading tool for RIAs
INVESTING RIAS SEP 30, 2024
Altruist rolls out modern fixed-income trading tool for RIAs

The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.

By Leo Almazora
ESG bonds an additional arrow in advisor quiver, says Nuveen strategist
INVESTING FIXED INCOME SEP 27, 2024
ESG bonds an additional arrow in advisor quiver, says Nuveen strategist

ESG stocks may get all the attention, but ESG and impact bonds provide another alternative for client portfolios.

By Gregg Greenberg
New ETF eyes a piece of the $6.3T money-market funds industry
INVESTING ETFS SEP 25, 2024
New ETF eyes a piece of the $6.3T money-market funds industry

Dallas-based lender stands apart from existing cash ETFs with a stronger-conviction portfolio in short-dated holdings.

By Bloomberg
For all the attention on the Fed, don't forget Congress and fiscal policy counts too
INVESTING FIXED INCOME SEP 20, 2024
For all the attention on the Fed, don't forget Congress and fiscal policy counts too

All eyes have been on Fed Chairman Powell lately but Congressional spending affects inflation as well.

By Gregg Greenberg
Fed's dovish retreat spurs fresh ETF winners
INVESTING ETFS SEP 19, 2024
Fed's dovish retreat spurs fresh ETF winners

The central bank's aggressive rate cut has suddenly made bets on corporate debt, homebuilders, and local banks more compelling for investors.

By Bloomberg
Macquarie RIA subsidiary faces $80M penalty to settle SEC fraud allegations
INVESTING FIXED INCOME SEP 19, 2024
Macquarie RIA subsidiary faces $80M penalty to settle SEC fraud allegations

Firm attempted to minimize losses in thousands of "odd lot" positions by executing unfavorable cross trades with retail mutual funds and third-party broker-dealers, according to the regulator.

By Leo Almazora
No need for a series of large interest rate cuts, says fixed income expert
INVESTING FIXED INCOME SEP 19, 2024
No need for a series of large interest rate cuts, says fixed income expert

"Recession is not a base case scenario over the quarters ahead."

By Josh Welsh