Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
U.S. Corporate Pensions, Endowments and Foundations Miss March Funding Targets
By Michael S. FischerThe BNY Mellon Institutional Scorecard showed that public plans fell by 0.4 percentage points in March to 87.2%, as most equity categories lost value.
April 01, 2015
Preparing Clients for Fed Interest Rate HikeA Fed rate increase will have a broad impact, from bonds and mortgage rates to savings and car loans. Here's what advisors are telling clients.
March 31, 2015
Fixed Income Investing in a Rising-Rate EnvironmentNot all fixed income is created equal. Different sectors can vary significantly across the fixed income universe.
March 30, 2015
Bernanke: Low Rates Are the Long-Term TrendThe Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
Understanding Bond Swaps and Their Tax BenefitsIn a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
March 27, 2015
New Fund Takes Novel Approach to Protecting Against Stock Market LossesNew fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.