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.
7 Steps to Give Portfolios a Midyear Checkup
By Ginger SzalaMorningstar's Christine Benz provides insights on how to give client retirement savings a review.
July 06, 2020
Putting Past Performance of Active Mutual Funds in PerspectiveS&P Dow Jones Indices' persistence scorecard shows few mutual funds can sustain top performance.
July 02, 2020
JPMorgan's Kelly: Welcome to the 'Back Roads of the Economy'Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
July 02, 2020
How Optimistic Should We Be on U.S. Economy?Former Trump advisor Gary Cohn is cautiously optimistic. Private equity exec Glenn Hutchins, less so.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.