Fidelity’s $100 Billion Bond King Banks on Trump Reflation Trade
Ford O’Neil, winner of Morningstar’s 2016 fixed income manager award, discusses his favorite investments.
Harvard Academic Sees Debt Rout Worse Than 1994 ‘Bond Massacre’
Bond market is confronting the "perfect storm," says Paul Schmelzing, and debt investors face a multi-year period of sustained losses.
Time’s Up on These Tax Changes January 1
Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.
Can Smart Beta Work for Fixed-Income ETFs?
Several specialists lay out the case for these products and highlight factors driving premiums for the strategy.
Central Bank Meetings Could Bring 'Global Repricing' This Week: Citi
Expect a bumpy ride as global markets digest news from both a U.S. Fed Reserve and Bank of Japan gathering, according to one analyst.
Goldman and Citigroup Divided on Whether Bond Rout Will Persist
Garzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
Gundlach: Time to Be ‘Defensive’ With Bonds
DoubleLine executive says the Fed seems determined to raise rates, which are “sort of rising already.”
Morningstar Gives Gundlach’s Flagship DoubleLine Fund a ‘Neutral’ Rating
Analysts say the fund is led by “a talented manager, but we still have questions about the fund’s process and firm stewardship.”
Passive Funds Trounce Active Rivals in May: Morningstar
Meanwhile, PIMCO has a bit of good news as investors move into fixed income products.
Morningstar Buys Bond Analytics Group; Raymond James Grabs Euro M&A Firm
The research firm adds a fixed income tech partner, while the broker-dealer brings on an investment firm in Germany.