Bond Funds
Keep up with the latest news about bond funds which can provide diversity and income to portfolios and offset equity risk.
Warning: Bond Indexes Are Broken
By Daniel S. KernUnlike their equity counterparts, there are distinct challenges with existing fixed-income indexes. Whats an advisor to do?
November 27, 2013
ETF Assets Jump More Than 30% Over Past Year to $1.6 TrillionThe great majority of those assets were in domestic equity funds; mutual fund assets grow at much slower pace.
November 19, 2013
Market Flourishes for Investing in Disaster RiskCatastrophe bonds are growing at their fastest pace in six years, according to BNY Mellon.
November 10, 2013
‘Great Rotation’ Overblown, Sanford Analyst SaysIts not that the great rotation isnt happening; its just that its not happening as most investors expected.
November 03, 2013
Puerto Rico’s Bond Woes: What Went Wrong?The island was flying high on the Feds quantitative easing; now the possible pullback has had an outsize, and devastating, impact.
October 28, 2013
Grace Under PressureTheres no SRI going on here at all, George Schwartz, CFA and president of Schwartz Investment Counsel, bluntly stated at the outset of the interview. We do MRI.
October 16, 2013
Vanguard Moves to Merge Funds, Lower CostsVanguard announced it will expand access to its ultralow-cost Admiral share class and streamline its fund lineup.
October 10, 2013
Liquid Alts, Pt. 2: Long-Short Bond and Macro StrategiesIn part two of our consideration of the role of liquid alternatives in client portfolios, we focus on long-short bond and event-driven strategies.