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.
How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2
By Gil WeinreichPossibly the most valuable content at the Morningstar Investment Conference is a rather technical session on the subject of gamma whose applications have immediate take-home value for financial advisors.
June 13, 2013
12 points that will make or break your disability saleProducers can close more disability sales simply by heeding these dozen steps.
June 12, 2013
Market Holds Rally, Investors Don’t Show UpYou dont get too many chances to get over 100% gain without inflation after only four years, said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.
June 12, 2013
Finke Says Jump in Rates No Panacea for Savers, Retirees: Live Blog, Day 1Perusing some investment literature in the Morningstar conference's lonely press room, I see an old retirement report and a conflicting story in today's Journal that prompts me to call up Michael Finke to sort it out.
June 12, 2013
MSRB Warns Investors, BDs About Sequestration’s Impact on Direct-Pay BondsThe MSRB warned investors Wednesday to be aware of the terms of certain types of direct-pay municipal bonds to better understand any potential impact the federal sequestration has on them.
June 10, 2013
Vanguard Study Boosts TDFs, Plugs Financial AdvisorsA recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
June 10, 2013
PIMCO’s Gross: Fed in a Corner, Will ‘Taper’ by Year’s EndIts hard to have a market for Treasuries when the Fed owns them all, PIMCO co-CIO Bill Gross says.
June 07, 2013
Top Portfolio Products: New Utility, Infrastructure ETFsDeutsche Asset & Wealth Management launched the two new X-trackers funds, and CMG Capital Management rolled out a global equity product.