When a traditionally diversified portfolio makes fixed income one of its biggest bets, it’s worth asking what risks it’s trying to hedge and what returns it still expects to earn.
Catch up on fixed income: expert views on income strategies, market outlook & municipals in a moderated session with Aberdeen ...
Fixed-income investments are a cornerstone of many long-term financial strategies, offering stability and a steady stream of income. They are often associated with conservative approaches, but can ...
Not everyone has the risk tolerance to go all in on stocks. A 100% equity portfolio can deliver strong long-term returns, but it also comes with severe fluctuations along the way. That kind of ...
Trade negotiations, questions tied to monetary policy, and geopolitical events were some of the factors impacting the market.
“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...
Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?
Schwab now offers 12 bond exchange-traded funds and six bond mutual funds, covering both taxable and tax-free categories. Low expense ratios across the board make these funds appealing to ...
Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...
The universe of U.S. fixed-income products now includes over 700 ETFs with total assets approaching $2 trillion, according to ETF.com. So, advisors have no shortage of options when building out ...
BOSTON--(BUSINESS WIRE)--Amundi US, the US business of Amundi, one of the world’s ten largest asset managers by assets under management 1, celebrated the anniversaries of two funds focusing on ...