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.
Low Fees Reshape Target Date Fund Market: Morningstar
By Bernice NapachMorningstar's latest annual report on target date funds shows the growing popularity of low-cost mutual funds and CITs.
May 09, 2019
Morningstar Names Outstanding Portfolio ManagerOther winners for Best Stewardship and Rising Talent named as well.
May 09, 2019
AQR's Asness: Multi-Factor Investing Still KingAfter a huge stumble in 2018, AQR still believes in strategic-beta, across all factors and all asset classes.
May 09, 2019
Buffett's 'Ridiculously Cheap' Call Echoes in Loopy StocksSo-called Fed Model shows equities appealing relative to bonds; stocks fluctuate after worst period since start of the year.
May 09, 2019
Data Privacy Drives Big Wedge in Advisor-Client RelationshipMorningstar CEO Kunal Kapoor highlighted some of these differences at the firm's annual conference.
May 09, 2019
10 Barriers to Retirement PreparednessPlan sponsors and retirement advisors are likely aware of at least some of these—with the former perhaps being responsible for some.
May 07, 2019
Gundlach Sees 50%-Plus Chance of Higher China TariffsU.S. deficits and debt are 'out of control,' he says; DoubleLine's money manager says U.S. economy is 'rudderless.'
May 07, 2019
5 Questions to Ask About an FIA Income BenefitHere's a strategy for helping your client get a good fit.