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.
Vanguard Changes Key Leaders in Investment Management: Portfolio Products
By Jeff BermanAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.
November 18, 2019
Millennials Understand Fixed Income Better Than Do Older Investors: SurveyNearly 70% of boomers have no fixed income allocation, according to a BNY Mellon Survey.
November 18, 2019
Putnam Launches 7 SMAs: Portfolio ProductsAlso, Frost Investment Advisors added a Global Bond Fund.
November 13, 2019
The Limits of Fed Policy, Per Its ChairmanThis was one of several themes Fed Chairman Jerome Powell spoke about in testimony before the Joint Economic Committee.
November 12, 2019
Schwab, BNY Mellon Stress DiversificationWith "fewer shock absorbers in the economy," investors must be extra careful with asset allocation, BNY's Khanna said at Schwab Impact.
November 12, 2019
Wirehouses Warn: 60/40 Asset Allocation Is DeadAt least three major financial firms are warning about the strategy's serious deficiencies for the future.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.