Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
How to Use a Bond Ladder to Create an Income Stream for ClientsA bond ladder can reduce interest rate risk and provide predictable income for your clients.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
October 19, 2022
Vanguard Funds Leak $3B in Rare Month of Net Outflows"Tumbling equity markets and declining bond prices made some investors head for the exits," Morningstar said.
October 19, 2022
Bill Gross Bashes 'Total Return' Bond Funds He PopularizedThey've clung to their benchmarks too closely, essentially becoming "quasi" index-tracking strategies, according to Gross.
October 12, 2022
8 Hard Market Challenges for the Rest of 2022When stock and bond bears roar together, it creates tricky challenges for advisors and investors, Integrated Financial Partners CIO Rob Brown says.
September 27, 2022
Gundlach Starts Buying After Worst Treasury Rout in Decades"The U.S. Treasury Bond market is rallying," said Gundlach, whose firm manages more than $107 billion. "Been a long time."
September 21, 2022
Powell Says Rates to Be Raised 'Purposefully' to Curb InflationThe Fed chair said officials aim to bring inflation down to 2%, adding that "we will keep at it until the job is done."
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
September 13, 2022
SEC Charges BNY Mellon, Oppenheimer, Other Firms With Municipal Disclosure FailuresIn first of its kind actions, SEC said four firms sold new issue municipal bonds without obtaining required disclosures for investors.