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.
GLWBs: The advisor conundrum, part 2
By Garth Bernard, Andrew RobertsonWith boomers poised to leave the workforce en masse, financial services companies have inundated the market with income riders for annuities.
February 14, 2011
Morningstar Adds Individual Bond Data to Advisor PlatformsCompany says it is responding to advisor demand for price and performance data on individual bonds and to get a more holistic view of client portfolios.
February 11, 2011
The Municipal Bond Trade, Part II: Is Now the Right Time to Buy?The fundamentals are certainly interesting, and buying opportunities certainly exist in some types of munis, says Ben Warwick of QES and Aspen Partners.
February 11, 2011
Portfolio Fix: Adding Global Bond Funds for DiversificationThree global-bond funds stood out from the rest as being worthy of further consideration.
February 11, 2011
PIMCO’s Narens on the Muni Bond Trade, Part I: —Is it Time?Is the bumpy ride over in muni bonds? The current and future state of the market
February 10, 2011
Thornburg Manager Josh Gonze Doesn’t Buy the Muni Hype: The Weekend InterviewJosh Gonze, the co-portfolio manager and managing director of Thornburg Investment Management, believes the time is right for muni bond investment: ‘Low prices, high yields, good time to buy.’
February 09, 2011
Inflation-Fighting Funds Come to Fore as Bernanke Defends Fed PolicyInflation fears stoked by government spending and Republicans’ questioning of Fed policy have investors seeking inflation-adjusted returns, and this trend has some companies offering new or repackaged funds.
February 09, 2011
Mortgage Applications Driven Down by Rate SpikeThe Mortgage Bankers Association said Wednesday its overall mortgage application index fell 5.5% from the previous week.