Featured
Aaron Levitt |
While inflation was the main reason for rising bond yields before, these days it’s all about uncertainty. According to J.P. Morgan, that means that U.S. treasury bonds are even better than before.
Aaron Levitt |
T-Bills have quickly become the investor’s asset of the moment. Going forward, T-Bills are predicted to see their coupons decline as the Fed cuts interest rates.
Aaron Levitt |
All in all, investors have flocked to cash with yields now close to 5%. However, according to Capital Group, this is a major disservice.
Aaron Levitt |
Right now, fixed income investing right now is a difficult proposition. However, short-term high-yield debt could be the answer to investors woes.
Aaron Levitt |
The shift in interest rates and the potential pivot will cause plenty of widespread issues within the bond sector. According to asset manager T. Rowe Price, this will kick-start a new bond regime.
Aaron Levitt |
It’s easy to forget about some of the risk with fixed income now that yields are high once again. But Putnam’s analysis of a shrinking money supply throws plenty of cold water on bonds.
Aaron Levitt |
Growth stocks have been on a huge run-up this year, perhaps too much. Junk bonds could be an alternative.
Aaron Levitt |
Investors have often ignored junk bonds in favor of “less risky” treasuries and corporates. However, the great bond reset has once again made high yield a great total return play.
Aaron Levitt |
The Fed’s moves to raise rates have put portfolios in a pickle. Convertible bonds offer a way to play the potential outcomes for both stocks and bonds
Aaron Levitt |
Cash and short-term bonds have proven to be very popular with investors. However, the future exposes many investors to reinvestment risk.
Aaron Levitt |
Senior loans saw major inflows as investors looked for inflation protection. But as the Fed has continued to raise rates, recession and default risks have grown. However, those risks may be overblown.
Aaron Levitt |
Like much of the fixed income segment, emerging market bonds were hit hard last year. However, improving trends and the number of tailwinds have continued to propel the bonds forward.
Aaron Levitt |
A combination of core and short-term bonds can produce the best of both worlds, offering high income and downside protection, if interest rates fall.
Aaron Levitt |
A bond’s price can diverge from its value just like a stock’s can. Opportunistic credit looks to find these values and exploit them.
Aaron Levitt |
Finding high yields is easy today in the fixed income sector. However, investors may still need to be cautious. Particularly when it comes to corporate bonds
Aaron Levitt |
With Blackrock’s recent whitepaper, bonds return to negative correlations with stocks could signal that bonds can be used as a hedge once again.
Aaron Levitt |
Thanks to current high yields and a small equity risk premium, State Street predicts that bonds now offer a great chance to balacne portfolio risks.
Aaron Levitt |
The latest UBS survey of family offices shows that bonds are now on the menu in a big way.
Aaron Levitt |
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
Aaron Levitt |
The sweet spot for investors could be the sweetest portfolio addition. Intermediate bonds offer plenty of current yield and duration protection in the current environment.
Aaron Levitt |
According to UBS, stocks are overpriced and bonds will deliver the best outcome for portfolios.
Aaron Levitt |
Guggenheim’s latest research shows that bonds, based on yields and credit spreads, could be very cheap indeed.
Aaron Levitt |
The recent bank failures and growing risks in the financial sector have prompted investors to reassess their approach to cash management
Aaron Levitt |
Fixed income experts at PIMCO suggest that now is the time for investors to move out of cash and into longer duration bonds to lock in high income and potential gains
Aaron Levitt |
Investing in foreign currencies can provide fixed income investors with higher yields, diversification benefits, and potential capital gains.
Aaron Levitt |
The commercial mortgage-backed securities (CMBS) market is starting to crack, but could that spell opportunity.
Aaron Levitt |
With bond prices low and yields high, fixed income investments could be very stock-like going forward.
Aaron Levitt |
For investors looking for more, core-plus bond funds could be the answer. The flexibility of their managers allows them to customize and overcome the issues with the Agg index.
Aaron Levitt |
After last year’s rout and current pace of rate hikes, many analysts now predict that bonds are a big-time value, offering yields and return potential not seen in years.
Justin Kuepper |
The inverted yield curve could foretell a recession over the next 24 months if history is any guide, although it's far from a guarantee
Aaron Levitt |
Looking at the current market environment and historical evidence, JPM’s private bank has put together a playbook for the new regime. These five themes may sound familiar for those of us who have some pre-Great Recession market experience.
Sam Bourgi |
Bond funds registered record inflows to start the year, with investors drawn to higher yields and the asset class’ historical outperformance during recessionary periods
Aaron Levitt |
The suite of bond ETFs from *F/m Investments* can be a game changer and has plenty of potential for larger investors, their advisors, and portfolios.
Aaron Levitt |
It turns out our rush to cash may not be such a great thing over the long haul. Rather than placing all of our money into cash, bonds could be the better choice and offer better risk-adjusted returns for portfolios.
Justin Kuepper |
I-Bond yields are set to fall in May, which raises some important questions for investors.
Aaron Levitt |
Just over a decade old, social impact bonds may provide the way for ESG investors to have their cake and eat it too.
Justin Kuepper |
We'll look at what risks remain for junk bonds over the coming months and why some asset managers are eager to buy.
Sam Bourgi |
Bond yields across all major asset classes have soared from their pandemic lows, leading Capital Group’s analysts to conclude that “income is back in fixed income.”
Aaron Levitt |
So, what’s behind T-bill fever, and should investors follow the herd and buy the bond for their portfolios? Read on to find out.
Aaron Levitt |
As investors have rushed to the safety of bonds for their higher yields, dividend stocks have been thrown to the wayside.
Aaron Levitt |
These days, debt issued to the riskiest borrowers are offering yields close to 9%. While there is some risk, other data suggests that now could be a great time for investors to add a swath of high-yield bonds
Aaron Levitt |
As investors have moved into higher yielding cash and short-term bonds, investment-grade corporate bonds are looking pretty good.
Aaron Levitt |
For investors, the wipe-out of CoCo bonds brings forth a variety of questions and concerns about their holdings and whether or not other bank debt could be at risk.
Sam Bourgi |
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks to improved yields and lower expected volatility.
Aaron Levitt |
All in all, bonds may not be serving all investors' needs in this day and age. But with the rise of liquid alts, there may be an answer to recapturing what’s missing from the bond market
Aaron Levitt |
Art is a unique asset class and art loans make for a unique fixed income investment.
Aaron Levitt |
Factors & Fixed Income: Don’t Ignore Them!
Aaron Levitt |
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
Aaron Levitt |
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Aaron Levitt |
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
Aaron Levitt |
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Aaron Levitt |
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
Aaron Levitt |
So, which is better? It depends on what you’re looking for and how you plan on using bonds in your portfolio.
Aaron Levitt |
Real estate preferred stock features bond-like cash flow that fixed income investors crave, while still owning equity in the buildings themselves.
Aaron Levitt |
These bonds, secured by pools of loans or the cash flow from other assets can be a helpful tool for investors to get additional yield into their portfolios. However, they also can be minefields.
Aaron Levitt |
Short duration bonds are currently paying some of the best yields in years and offer less risk than longer dated bonds.
Aaron Levitt |
For fixed income investors, that may mean reimagining the spilt and taking a different approach that could generate more income and better long-term returns.
Aaron Levitt |
So-called Zeros and Separate Trading of Registered Interest and Principal of Securities (STRIPS) offer another way investors can use bonds to build and create income from their portfolios.
Aaron Levitt |
Thanks to the ETF boom, there are now numerous funds that use derivatives to reduce a bond portfolio's duration to essentially zero.
Aaron Levitt |
Stable value funds offer a quasi-bond/cash hybrid that beats the return on cash while still providing plenty of inflation protection.
Aaron Levitt |
Right now, CDs are paying yields not seen in nearly 10 years and offer a chance to lock up secured income during the constrained market environment.
Aaron Levitt |
There’s a vast and growing ecosystem of debt issued by emerging market governments and corporations. And for those investors willing to take on the risk, these bonds could offer plenty of rewards.
Aaron Levitt |
There are a few ways that bond and fixed income investors can shore up their portfolios and get through the year ahead.
Aaron Levitt |
Target-date maturity exchange traded funds (ETF) could offer the best of the both worlds. And yet, they are underutilized by investors.
Sam Bourgi |
Investors can position their fixed income portfolios to provide low-risk opportunities in a much more favorable yield environment
Justin Kuepper |
Let's examine why I-Bonds have become less attractive and what alternatives to consider.
Justin Kuepper |
Let's look at how corporate bonds performed in 2022 and whether they will likely make a comeback in 2023.
Aaron Levitt |
Offering a top-notch combination of yield-to-risk while still providing inflation protection, CLOs could be the answer for investors looking to generate returns and income in the challenging market environment.
Aaron Levitt |
Long-term investors looking for a bit more from their fixed income holdings may want to consider total return bond funds.
Aaron Levitt |
GNMA or Ginnie Mae bonds as they are commonly known as, are one of the most unutilized bonds out there.
Aaron Levitt |
The reality is international bonds can offer a whole host of benefits, including inflation protection, higher yields, and reduced risk/diversification factors.
Justin Kuepper |
Let's look at how to add high-yield bonds to your portfolio using exchange-traded funds (ETFs).
Justin Kuepper |
Let's look at one portfolio manager's dynamic model and a few lessons to heed when looking back at rising rate periods.
Aaron Levitt |
Companies that have issued many of these bonds seem to be on better footing.
Aaron Levitt |
Dubbed Fallen Angel bonds, these former high flyers, which have migrated into junk status, may offer some of the best yields and returns around.
Aaron Levitt |
Hybrid securities may provide the high income and stability investors need during the current market malaise.
Aaron Levitt |
By combining the tax-free nature of munis with the power of already buying at discount/higher yields of a CEF, investors are looking at a very interesting package.
Justin Kuepper |
Let's examine why duration matters in today's fixed income climate and how target duration funds can help optimize your portfolio.
Justin Kuepper |
Let’s take a closer look at greenwashing, evolving regulations designed to prevent it, and implications for investors.
Aaron Levitt |
Thanks to the shift in rates and rising inflation, investors may have a once-in-a-lifetime opportunity to gain some significant tax benefits in their bond portfolios.
Justin Kuepper |
Let's take a look at what bonds investors may want to consider and what products they should continue to avoid.
Justin Kuepper |
Let's look at what's driving the risk of a recession and why bonds might offer a safe haven.
Justin Kuepper |
Let's take a look at how I-Bonds work under the surface – with some caveats to keep in mind – and how to add them to your portfolio.
Justin Kuepper |
Let's look at how TIPS work and better options for protecting your portfolio from the ravages of inflation.
Justin Kuepper |
Let's look at how to get started with DeFi yield farming, along with some caveats to keep in mind.
Justin Kuepper |
Let's take a look at one investment manager opening the door to industry-specific bonds and how they might fit in your portfolio.
Justin Kuepper |
Let's take a look at why interest rates are likely to continue rising, why ultra-short-term bond ETFs are in vogue, and some alternatives to consider for your portfolio.
Aaron Levitt |
Bonds aren’t always the safest asset class. With the Fed raising rates, duration risk is now on the table for fixed income investors.
Aaron Levitt |
Once an asset class reserved for institutional and high-net-worth individuals, private credit options are now available to the average Joe
Justin Kuepper |
Let's look at some strategies that you can use to protect your fixed-income portfolio from inflation.
Justin Kuepper |
Let's take a look at an underappreciated government bond, known as an I-Bond, that can help everyday investors hedge against inflation and realize a surprising yield in today's environment.
Aaron Levitt |
Billions of dollars’ worth of investor assets—both big and small—is linked to the Bloomberg Barclays Aggregate Bond Index or Agg.
Justin Kuepper |
Let's look at the origins of the Federal Reserve's bond-buying program and when the central bank may start to taper off purchases.
Justin Kuepper |
Let’s look at decentralized finance, better known as DeFi, and its potential to reshape the nearly $120 trillion fixed income market.
Justin Kuepper |
Let's look at some challenges facing fixed-income funds and how smart-beta factors could offer a solution.
Justin Kuepper |
Let's examine why investors may want to beware of junk bonds, as well as some alternatives to consider for yield.
Justin Kuepper |
Let's look at what has led to China's junk bond sell-off and what it means for the global financial system.
Aaron Levitt |
One of the outside of the box areas could be the oft ignored closed-end funds (CEFs)
Aaron Levitt |
Long ignored in our recent low-inflation world, Treasury Inflation-Protected Securities (TIPS) are still one of the best instruments for fighting rising prices.
Aaron Levitt |
Taxable munis can offer a host of benefits to investors looking to boost their income and get a dose of safety for their portfolios.
Aaron Levitt |
It’s a shame that we’ve forgotten about cash as an asset class. Limited term and ultra-short duration bonds can get some of the mojo back.
Aaron Levitt |
Senior and bank loan funds may offer some inflation protection and higher yields needed to get through the current malaise.
Justin Kuepper |
Let’s take a look at Warren Buffett’s opinion on bonds and other fixed income investments.
Justin Kuepper |
Let’s take a look at the risk of inflation, how it will impact fixed income investments and how to protect your portfolio over the long term.
Aaron Levitt |
Thanks to the long-term trend for lower interest rates, bonds simply aren’t getting it done like they used to.
Justin Kuepper |
Let’s take a look at how fixed income can protect your principal, risks that affect bonds and strategies that you can use to safeguard your principal.
Justin Kuepper |
Let’s take a look at the role that high-yield bonds play in a portfolio, whether they still make sense given current market conditions.
Justin Kuepper |
Let’s take a look at how COVID-19 has impacted the mortgage-backed securities market and where investors can look for opportunities.
Sam Bourgi |
After a highly volatile six months, investors are starting to adjust their fixed income portfolios to account for the “new normal”.
Justin Kuepper |
The COVID-19 pandemic has caused widespread disruption in the bond market as many BBB bonds are downgraded to junk status.
Justin Kuepper |
Let’s take a look at how investment-grade debt has performed thus far during the COVID-19 pandemic.
Justin Kuepper |
Let’s take a closer look at government and central bank spending on COVID-19 relief efforts thus far and what these debt levels mean.
Justin Kuepper |
Let's take a look at common safe-haven asset classes and how you can build them into your portfolio.
Sam Bourgi |
The article explores the implications of negative yields and what it might mean for investors.
Sam Bourgi |
Check out this article to learn about how bond mutual funds can be divided.
Aaron Levitt |
Bond yields are actually starting to rise and hit highs not seen for quite a while.
Sam Bourgi |
In the age of environmental awareness and corporate social responsibility, green bond funds are becoming more attractive to investors.
Sam Bourgi |
The topic of bond funds is especially pertinent given the current economic and geopolitical climate.
The corporate bond market is one of the largest markets in the world.
Many income-seekers have therefore turned to high-yield bonds to achieve their objectives.
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Dividend Investing Ideas Center
Have you ever wished for the safety of bonds, but the return potential...
Dividend Investing Ideas Center
If you are reaching retirement age, there is a good chance that you...
Dividend Investing Ideas Center
If you are reaching retirement age, there is a good chance that you...