Featured
Aaron Levitt |
As traditional core bond portfolios face growing challenges from interest-rate volatility and changing market dynamics, securitized credit offers an attractive combination of yield, diversification, and risk-adjusted returns.
Aaron Levitt |
As investors face rising volatility and tighter spreads in traditional fixed income markets, preferred securities offer an attractive combination of higher yields, diversification benefits, and potential tax advantages.
Aaron Levitt |
As developed market bond investors face tighter spreads, rising volatility, and diminishing compensation for risk, emerging market debt offers an increasingly compelling option.
Aaron Levitt |
Taxable municipal bonds can offer investors an attractive blend of high-quality income, diversification, and relative resilience in volatile markets, making them a compelling alternative to traditional corporate and government bonds.
Aaron Levitt |
As traditional bond spreads tighten and investors receive less compensation for added credit risk, securitized credit offers a compelling alternative through higher yields, diversification, and differentiated sources of income.
Aaron Levitt |
A global fixed income allocation can enhance returns and reduce risk by capturing opportunities across diverse markets rather than relying solely on the U.S. bond market.
Aaron Levitt |
With credit spreads near historic lows, investors face limited upside and heightened downside risk, making active management essential for navigating today’s bond market.
Aaron Levitt |
Higher interest rates and moderating inflation have created a more attractive environment for bonds, offering investors higher income and improved total return potential.
Aaron Levitt |
As AI-driven credit risks rise in private markets, high-yield bonds offer a more transparent, diversified, and resilient source of income for investors.
Aaron Levitt |
Investors may achieve better income, diversification, and long-term returns by moving beyond the Bloomberg U.S. Aggregate Bond Index.
Aaron Levitt |
Senior and AAA-rated CLO tranches offer investors an attractive combination of high-quality income, structural protection, floating-rate resilience, and strong liquidity, making them a compelling addition to portfolios.
Aaron Levitt |
Duration is a powerful tool that allows investors to actively manage interest rate exposure and potentially enhance returns by positioning their bond portfolios for changing market conditions.
Aaron Levitt |
Liquid bonds can offer comparable yields to private credit while providing greater transparency, flexibility, and risk control, making them a more practical choice for most investors.
Aaron Levitt |
Emerging market debt may offer a more reliable and higher-return path to global growth than equities, thanks to its strong yields, lower volatility, and consistent long-term performance.
Aaron Levitt |
Mortgage-backed securities offer investors an attractive combination of strong yields, high credit quality, and housing-backed stability, making them a compelling middle-ground investment in today’s uncertain market.
Aaron Levitt |
Strong starting yields and resilient corporate fundamentals mean investment-grade bonds can still deliver attractive income and solid total returns for investors in today’s market.
Aaron Levitt |
Preferred stocks offer income investors an attractive middle ground between bonds and equities, providing higher yields with generally lower volatility than common stocks in today’s uncertain market environment.
Aaron Levitt |
Combining passive and active ETFs in a high-yield bond portfolio allows investors to capture broad market income at low cost while using active management to manage credit risk and pursue additional returns.
Aaron Levitt |
In today’s diverging global rate environment, hedging currency risk allows investors to capture attractive international bond yields while reducing volatility and preserving the stabilizing role of fixed income.
Aaron Levitt |
Despite their recent rebound and attractive yields, bonds face mounting risks from inflation, fiscal pressures, and credit stress, making them a less compelling core investment than many investors assume heading into the new year.
Aaron Levitt |
With higher starting yields, improving economic momentum, and a stabilizing rate environment, European fixed income offers investors an attractive combination of income, diversification, and total return potential in the year ahead.
Aaron Levitt |
With credit quality improving, duration risk falling, and stronger issuers reshaping the market, high-yield bonds are evolving from a speculative niche into a core, income-driven allocation for modern portfolios.
Aaron Levitt |
Asset-backed securities offer fixed-income investors a powerful combination of competitive yields, structural credit protection, shorter duration, and diversification, making them an increasingly attractive core component of resilient bond portfolios.
Aaron Levitt |
AI-related bond issuance presents a unique opportunity for fixed-income investors to capture income and participate in the AI growth cycle through diversified credit exposure, provided they focus on quality, sector diversification, and active research.
Aaron Levitt |
In a market shaped by a shifting yield curve and ongoing rate uncertainty, staying short on duration while emphasizing credit—especially through active management—can help bond investors.
Sponsored
Find the right strategy for your fixed income portfolios.
Aaron Levitt |
As rate cuts take hold, fixed income is well positioned to deliver income, diversification, and potential price gains, making thoughtful duration exposure, income harvesting, and bond diversification key portfolio strategies this year.
Aaron Levitt |
While defaults in high yield and private credit are rising, strong balance sheets, contained credit spreads, and elevated income suggest the broader market remains healthy.
Aaron Levitt |
Investment-grade floating rate debt offers fixed-income investors attractive income with minimal duration risk, helping reduce portfolio volatility and stabilize returns in an uncertain interest-rate environment.
Aaron Levitt |
With bond yields still elevated across many sectors, fixed-income investors can generate strong, reliable returns simply by clipping coupons—without the need for risky interest-rate or macroeconomic bets.
Aaron Levitt |
High-yield bonds can enhance portfolio returns by delivering attractive income, improving diversification and the efficient frontier, and providing a compelling risk-adjusted opportunity.
Aaron Levitt |
As investors look ahead to 2026, the global fixed-income landscape is beginning to shift in meaningful ways.
Aaron Levitt |
Multi-sector credit offers investors a more flexible, income-focused alternative to traditional core bond portfolios, delivering higher and more consistent returns by actively allocating across markets.
Aaron Levitt |
As rate cuts approach and cash yields begin to fall, short-duration high-yield bonds offer a smart middle ground by delivering higher locked-in income than cash with less interest-rate risk than longer-duration bonds.
Aaron Levitt |
After years of volatility and rising rates, long-duration bonds now offer attractive yields and renewed potential to serve as powerful portfolio diversifiers and sources of capital appreciation.
Aaron Levitt |
With attractive yields, low default risk, and strong risk-adjusted return potential, AAA CLOs serve as a strategic solution for investors seeking dependable income in a world of volatility and uncertainty.
Aaron Levitt |
Amid heightened fixed-income volatility, corporate bond ladders offer investors a structured way to reduce risk, smooth returns, and generate reliable income by spreading maturities over time.
Aaron Levitt |
Tax-loss harvesting in bonds is becoming a powerful strategy for boosting after-tax returns as rising volatility and shifting interest rates create ample opportunities to realize losses and reinvest more efficiently.
Aaron Levitt |
Bond yields are rising despite Fed rate cuts, and the possibility of 6% Treasury yields could reshape portfolio strategy and create major opportunities for fixed income investors.
Aaron Levitt |
With the Fed officially shifting into a rate-cutting cycle, bonds are poised for strong total returns as high starting yields combine with rising prices to create one of the most compelling opportunities.
Aaron Levitt |
Fallen Angel bonds—former investment-grade bonds now rated as high-yield—offer strong income, solid credit quality, and potential capital gains in today’s rate-cutting environment.
Aaron Levitt |
Bonds are becoming a more attractive investment than stocks thanks to high yields, rising equity risks, and the potential for strong returns with lower volatility.
Aaron Levitt |
Amid rising volatility and recession risks, short-term bonds offer investors a balanced solution—delivering strong yields, low volatility, and better protection than cash or long-duration assets.
Aaron Levitt |
Despite recent Fed rate cuts, inflation risks are far from over, making Treasury Inflation-Protected Securities (TIPS) a smart way to preserve real returns and safeguard portfolios in the months ahead.
Aaron Levitt |
Global high yield bonds have evolved into a stronger, more diverse, and less risky asset class—offering investors attractive income, diversification, and improved risk-adjusted returns.
Aaron Levitt |
Collateralized loan obligations (CLOs), with their unique waterfall structure and resilience to volatility, are emerging as a compelling way for investors to capture high yields and stability in today’s uncertain bond market.
Aaron Levitt |
Taxable municipal bonds are offering investors a rare opportunity to earn yields comparable to investment-grade corporates while taking on lower credit risk and potentially improving portfolio stability.
Aaron Levitt |
With Treasuries increasingly volatile, investors can still find stability by shifting toward agency mortgage-backed securities, which offer strong credit quality and higher yields.
Aaron Levitt |
High-yield bonds have historically delivered stock-like returns with lower volatility and drawdowns, making them a compelling alternative or complement to equities in today’s uncertain market.
Aaron Levitt |
U.S. Treasury’s growing reliance on T-bills to fund rising deficits may ease costs today but risks driving long-term yields higher, leaving investors in long-dated treasuries exposed.
Aaron Levitt |
High yield bonds may be entering a “Goldilocks” period, offering strong returns and resilience as the U.S. economy slows but avoids full recession.
Aaron Levitt |
Convertible bonds, with their unique blend of stock-like upside and bond-like protection, remain a compelling hedge against today’s rising uncertainty and volatility while still offering strong forward return potential.
Aaron Levitt |
Floating rate bonds offer investors high yields and built-in protection across rising, falling, or stagnant rate environments, making them a smart hedge amid the Fed’s ongoing uncertainty.
Aaron Levitt |
Certificates of deposit may look attractive in today’s higher-rate environment, but once taxes and inflation are factored in, bonds still deliver stronger long-term real returns and better portfolio value.
Aaron Levitt |
Despite the hype around buffer ETFs, today’s higher bond yields and steady income show that traditional fixed income may be the best—and simplest—way to cushion portfolios against volatility.
Aaron Levitt |
With economic growth slowing and recession risks rising, today’s high starting bond yields offer fixed income investors a strong foundation for long-term returns despite market uncertainty.
Aaron Levitt |
Short-term investment grade bonds with modest credit risk can offer higher yields and lower volatility, making them an attractive choice in today’s uncertain fixed income market
Aaron Levitt |
In today’s uncertain economic and geopolitical climate, investment-grade corporate bonds offer a compelling blend of safety, strong yields, and credit quality, making them a smart alternative to riskier equities and increasingly volatile Treasuries.
Aaron Levitt |
With inflation quietly rising again and investors looking the other way, Treasury Inflation-Protected Securities (TIPS) offer an overlooked opportunity for cheap, reliable inflation protection and real returns
Aaron Levitt |
Despite recent volatility and alarming headlines, data shows that foreign investors are not dumping U.S. Treasuries—making the current high yields a potential buying opportunity rather than a warning sign
Aaron Levitt |
In today’s shifting geopolitical and fiscal landscape, traditional government bonds may no longer be the safest bet—corporate, high-yield, and emerging market debt now offer a more compelling blend of income, credit quality, and long-term performance
Aaron Levitt |
New PGIM research highlights how fixed income could outperform stocks over the next decade—if you know where to look
Aaron Levitt |
In a volatile fixed income environment, Ginnie Mae bonds offer a rare combination of high yields, government-backed security, and portfolio-stabilizing performance.
Aaron Levitt |
Stable value funds, long overlooked in retirement plans, combine bond-like returns with insurance-backed principal protection—offering a compelling, low-volatility option for conservative investors seeking safety and steady income.
Aaron Levitt |
Options strategies are emerging as powerful tools to enhance income, manage risk, and add flexibility to fixed income portfolios in today’s evolving bond market landscape.
Aaron Levitt |
Emerging market debt offers surprisingly strong credit quality and high yields, making it a compelling yet often overlooked opportunity for fixed-income investors seeking income with manageable risk.
Aaron Levitt |
Systematic fixed-income investing combines data-driven, factor-based strategies with the efficiency of passive indexing to overcome the limitations of both active and passive bond management.
Aaron Levitt |
Once considered the ultimate safe haven, U.S. Treasury bonds are now facing rising volatility and fiscal uncertainty, forcing investors to rethink their role in balanced portfolios.
Aaron Levitt |
Tariff pressures, fiscal uncertainty, and rising volatility are pushing investors to consider global bonds, which offer higher yields, better diversification, and historically stronger risk-adjusted returns than their U.S. counterparts.
Aaron Levitt |
Short-term high-yield bonds offer equity-like returns with lower volatility, reduced interest rate risk, and smaller drawdowns, making them a compelling addition to both fixed income and equity-focused portfolios.
Aaron Levitt |
Collateralized loan obligations (CLOs) offer high yields, strong credit quality, and low default risk, making them a powerful addition to core bond portfolios for everyday investors.
Aaron Levitt |
Convertible bonds offer investors a unique blend of income, downside protection, and equity upside—making them an ideal solution for navigating today’s volatile and uncertain markets.
Aaron Levitt |
Despite market volatility and economic uncertainty, J.P. Morgan argues that today’s elevated bond yields present a compelling opportunity for long-term fixed-income investors.
Aaron Levitt |
Asset-backed finance (ABF) offers a compelling, often-overlooked opportunity for investors to earn higher yields with lower risk and correlation, making it a smart addition to modern bond portfolios.
Aaron Levitt |
In a volatile bond market echoing 1970s stagflation, active management offers investors the flexibility and precision needed to navigate rising risks and uncover opportunity beyond passive benchmarks.
Aaron Levitt |
Despite recent volatility, quality bonds like Treasuries remain a valuable core investment, offering steady income, diversification, and strong long-term return potential, according to UBS.
Aaron Levitt |
Preferred stocks offer high yields, strong credit quality, and lower interest rate risk, making them a compelling choice for investors navigating today's volatile fixed-income environment.
Aaron Levitt |
High-yield bonds may defy the market’s “random walk” theory, showing a predictable seasonal pattern that savvy investors can exploit — especially in the spring — for stronger total returns.
Aaron Levitt |
Dynamic income investing offers a flexible, actively managed approach to fixed income that goes beyond traditional bonds, delivering potentially higher returns, better diversification, and lower volatility.
Aaron Levitt |
Fallen angel bonds — recently downgraded from investment grade — offer investors a rare opportunity to earn high yields with relatively strong credit quality, making them an ideal choice in today’s uncertain market.
Aaron Levitt |
Investment-grade corporate bonds are emerging as a compelling alternative to volatile treasuries, offering strong yields, solid credit quality, and resilience in today’s uncertain economic environment.
Aaron Levitt |
Amid renewed yield-curve inversion driven by tariffs and recession fears, intermediate-term bonds may offer fixed-income investors the most stable and rewarding path forward.
Aaron Levitt |
European bonds are facing uncertainty from geopolitical risks, tariffs, and rising spending, but with high yields and imminent rate cuts, they present a strong opportunity for investors seeking total returns.
Aaron Levitt |
Trump’s second term is shaping up to mirror his first in the bond market, with rising volatility, a flattening yield curve, and shifting credit spreads that investors should prepare for.
Aaron Levitt |
The long-held belief that stocks and bonds provide diversification is being challenged as their correlation turns increasingly positive, forcing investors to rethink portfolio construction and explore alternative asset classes for true risk mitigation.
Aaron Levitt |
Investors can combat rising inflation and secure future income with Treasury Inflation-Protected Securities (TIPS), which offer some of the highest real yields in decades.
Aaron Levitt |
Despite the Federal Reserve's rate cuts, rising yields and new risks have upended traditional bond strategies, making credit exposure a smarter bet than duration for fixed-income investors in 2025.
Aaron Levitt |
Senior loans offer investors high yields, lower interest rate sensitivity, and strong total return potential, making them a compelling addition to fixed-income portfolios in 2025.
Aaron Levitt |
Closed-end funds (CEFs) offer fixed-income investors a unique way to boost yields, buy assets at a discount, and gain potential tax advantages while maintaining exposure to both safe-haven and riskier bonds.
Aaron Levitt |
With cash yields declining and reinvestment risks rising, investors may find better long-term returns by shifting into short-term bonds
Aaron Levitt |
Zero-coupon bonds and STRIPS offer high yields and strong future income potential but come with significant volatility, making them ideal for long-term, buy-and-hold investors.
Aaron Levitt |
Pairing core bonds with unconstrained fixed-income strategies can enhance returns, reduce volatility, and create a more resilient fixed-income portfolio.
Justin Kuepper |
Fixed income has several tailwinds going into 2025, especially compared to equities. Learn why active funds could outperform and the best options for your portfolio.
Aaron Levitt |
CLO ETFs offer attractive yields and portfolio diversification, but investors must carefully analyze credit quality and fund composition to avoid hidden risks.
Justin Kuepper |
Interest rates have begun to decline in late-2024, but stubborn inflation and the threat of tariffs could keep them higher for longer. Here's how to adjust your portfolio for the new normal.
Aaron Levitt |
Agency mortgage-backed securities offer a unique blend of high yields, near-perfect credit quality, and government backing, making them a top choice for fixed income portfolios.
Aaron Levitt |
Preferred stocks offer a compelling opportunity in 2025 with high yields, tax advantages, and lower volatility, making them a standout choice for income-focused investors.
Aaron Levitt |
Emerging market bonds offer a compelling investment opportunity with high yields, low valuations, and strong growth potential, making them a smart addition to diversified portfolios despite perceived risks.
Aaron Levitt |
Mortgage-backed securities offer higher yields, lower volatility, and strong returns compared to other core bonds, making them an excellent choice for enhancing income and stability in a portfolio.
Aaron Levitt |
Despite the Federal Reserve cutting interest rates, bond prices are falling, yields are rising, and investors face mounting challenges in navigating the fixed-income market in 2025
Aaron Levitt |
Taxable bonds, often overlooked for taxable accounts, can sometimes generate higher after-tax returns than municipal bonds or tax-deferred placements, challenging conventional portfolio strategies.
Aaron Levitt |
Global high-yield bonds offer investors the opportunity for higher returns, better diversification, and enhanced income compared to focusing solely on U.S. junk bonds.
Aaron Levitt |
Focusing on short-term bonds and credit opportunities can help fixed-income investors secure strong yields while minimizing volatility amid economic uncertainty and inflation.
Aaron Levitt |
Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real yields, making inflation-protected securities like TIPS a compelling option for investors.
Aaron Levitt |
Core bonds, with their highest yields in a decade and renewed negative correlations to equities, offer investors both strong income and a reliable hedge against market volatility.
Justin Kuepper |
Explore where interest rates are headed long-term, what the means for bond allocations, and funds to help position your portfolio.
Justin Kuepper |
Discover how far interest rates might fall, how they impact bonds, and the steps you can take to mitigate the impact on your portfolio.
Aaron Levitt |
Higher starting yields in bonds significantly enhance total returns by providing a buffer against price declines and benefiting from rate cuts, making current high-yield environments especially promising for investors.
Aaron Levitt |
Floating rate bonds and loans are often sold at the first sign of a Fed rate cut. However, that may be a poor decision. Thanks to their structure and who they are issued to, floating rate debt could be a top performer that the Fed starts cutting.
Aaron Levitt |
Bonds could be a great rebalancing opportunity for portfolios. Thanks to high equity valuations and reinvestment risk on cash, the bond’s relatively flat returns and high starting yields look interesting.
Aaron Levitt |
Bond yields are back to normal. That’s wonderful news for investors seeking recession protection
Aaron Levitt |
Lower-rated junk bonds have been the star of the show over the last year. With returns and yields outpacing higher-rated junk, they still may be valued given the economic growth.
Aaron Levitt |
Despite their higher yields, many bonds are still sitting at losses. For investors, this a rare opportunity to tax-loss harvest those losses and turn them into gains.
Aaron Levitt |
Short-term high-yield debt could be the answer to investors' woes. Featuring high yields, low duration risk, and the potential to outperform, investors should consider the bond asset class.
Aaron Levitt |
Balancing yield and credit risk could be a breeze with agency bonds. These bonds issued by government-sponsored entities offer high credit quality and high income potential.
Aaron Levitt |
Investors looking for total returns from their bonds may be sadly mistaken. That’s according to the concept's founder, Bill Gross’ latest missive.
Aaron Levitt |
Commercial real estate has been hit hard since the pandemic and that’s impacted CMBS bonds. However, it could be an opportunity for investors.
Aaron Levitt |
With yields beating junk bonds and a better placement in the bankruptcy ladder, senior loans are a wonderful fixed income asset class for risk seeking investors.
Aaron Levitt |
Investors are woefully underweight international fixed income assets. But they should rethink that stance. European bonds are currently offering a real chance a great total return.
Aaron Levitt |
Finding strong yields without taking on too much credit risk is of paramount concern these days. Fallen Angel bonds may be the answer. These former high flyers and now junk bond superstars offer the right blend of yield and credit risk for portfolios.
Aaron Levitt |
After inflation has cooled, Treasury inflation-protected securities (TIPS) are being ignored by investors. But with strong real yields, the inflation protection is going for dirt cheap.
Aaron Levitt |
With the potential for a soft-landing now growing, high yield bonds offer a unique asset class to profit.
Aaron Levitt |
Mixed economic data, stubborn inflation, and a confusing Fed are all hallmarks of the current environment. Luckily, short-term bonds could offer the best place to hide during all the uncertainty.
Aaron Levitt |
It’s easy to see why investors focus on investment-grade corporate bonds and U.S. Treasuries for their core bond portfolios. But new research suggests that high-yield bonds need to enter the chat.
Justin Kuepper |
Preferred stock had a breakout year in 2024 following a rough 2022 and 2023. While many preferred stocks trade at a premium, investors may still want to consider the asset class for its high yields and tax-advantaged dividend distributions.
Aaron Levitt |
The Fed’s rate increases have set-up one of the best environments for bond investors. With high starting yields, Western Asset now believes that fixed income is back.
Aaron Levitt |
Sustainable bond issuance is set to hit over a $1 trillion this year according to S&P Global. That’s wonderful news for investors. Extra returns and lower risk await those looking to take ESG into their bond portfolios.
Aaron Levitt |
There are a lot of different varieties of fixed income assets out there and mezzanine debt could be one of the best.
Aaron Levitt |
Factor investing has long been a great way for equity investors to deliver additional returns for their portfolios. Now it’s fixed income’s turn. Factors can also help on the bond side.
Aaron Levitt |
The higher-for-longer rate environment has been met with scorn by many investors. However, fixed income investors may want to rejoice. It turns out that bonds are perfectly suited to profit in this environment.
Aaron Levitt |
After a historic decline, bonds rallied by an historic amount. Now, many analysts have questioned if bonds are overvalued. The answer may be a resounding no.
Aaron Levitt |
Convertible bonds are often ignored by investors. That’s a real shame as these days, the sector is having a renaissance. Strong issuers along with surging equity prices make convertible bonds a big win for portfolios.
Aaron Levitt |
High-yield debt is often thought of as a way to boost yield. But it should be a total return element, with capital appreciation and income working together. This means it should be paired as a stock allocation.
Justin Kuepper |
Bonds have been on a rollercoaster for the past few years, but the market is finally starting to stabilize. Here's what to expect in 2024
Aaron Levitt |
Thanks to high yields and the potential for capital appreciation, fixed income assets may have entered a Golden Age. For investors, that means buying bonds with both hands today.
Aaron Levitt |
There are plenty of bonds out there beyond the world of treasuries and corporate bonds. Opportunistic credit seeks to tap these issues.
Aaron Levitt |
The current market environment is an interesting one for investors to navigate- particularly when it comes to fixed income. However, State Street has some recommendations for portfolios.
Aaron Levitt |
When it comes to recessions, bonds are where it’s at. Thanks to the Fed, bonds offer plenty of current yield, total returns, portfolio ballast and other benefits during downturns
Aaron Levitt |
Emerging market corporate bonds offer a great opportunity for investors. With bigger yields, diversification, and lower-volatility, they can offer strong in-roads into emerging markets and offer a great fixed income compliment
Justin Kuepper |
Many investors want to maximize income and minimize risk, but those goals are often incompatible. That said, Premium Income Barrier ETFs aim to deliver the best of both worlds.
Aaron Levitt |
When it comes to bonds, investors have a real hometown bias and tend to overweight U.S. bonds.This is a shame, as going global with fixed-income holdings can provide plenty of benefits to portfolios.
Justin Kuepper |
Learn how buy-write funds work and why they may not be as attractive as they seem on the surface.
Justin Kuepper |
We recap what happened during the January Federal Reserve meeting and what it means for the markets.
Aaron Levitt |
Investor’s cash holdings have surged on the back of safety and yield seeking. However, this is a huge mistake for portfolios. According to Columbia Threadneedle, bonds are the way to go.
Aaron Levitt |
As the bond benchmark, the yield on the 10-year is important for income seekers. And according to J.P. Morgan’s latest missive, that yield could be higher for longer.
Justin Kuepper |
Bonds have become hot after decades of near-zero interest rates. While even money market accounts are paying over 5% now, these high rates may not last very long into 2024.
Justin Kuepper |
Rising interest rates has led to greater interest in fixed income among retail investors. Discover how fractionalization could help drive retail investment and whether it will survive falling interest rates in 2024.
Aaron Levitt |
Investors are sitting on a huge amount of cash. That’s a problem when it comes to reinvestment risk amid the Fed’s potential cuts. Short duration bonds offer all the benefits without many of the hassles.
Aaron Levitt |
Investors are sitting on a huge amount of cash. That’s a problem when the tide turns. Luckily, Capital group has some sound advice on what to do.
Aaron Levitt |
The shift in rate policy could be unleashing prime time for bonds in the new year, according to a new PIMCO report.
Aaron Levitt |
Thanks to improvements made during the pandemic, junk bonds are no longer living up to their name. For investors looking for income, the sector could offer plenty of yield without the previously high risk factor.
Aaron Levitt |
Convertible bond issuance is surging amid rising rates, but it’s not due to traditional issuers. More investment-grade firms are taking the plunge
Aaron Levitt |
For investors looking for high, tax-advantaged yields, preferred stock could be a top play.
Aaron Levitt |
Despite their high credit quality, mortgage-backed securities haven’t kept up with other investment grade bonds this year. But according to Manulife, that could signal a big buying opportunity for investors.
Aaron Levitt |
Thanks to stubborn inflation and a mixed economic picture, the Fed has continued to keep rates high. For investors, the answer to playing he changing curve may lie within shorter duration bonds.
Aaron Levitt |
Investors have flocked to investment grade corporate bonds over the last year to lock in high yields at minimum credit risk. But according to Goldman Sachs, that credit risk is rising.
Aaron Levitt |
The Fed continues to balance inflation with dwindling growth in the economy. With data pointing to a mixed environment, this could mean that rates stay high for longer and we could be in a no landing scenario.
Aaron Levitt |
The backdrop for bonds has never been better. That’s the gist according to Brandywine Global’s latest missive.
Aaron Levitt |
Bonds aren’t the safe haven we think they are amid the new higher rate environment. According to Apollo Global, defaults are set to rise and credit quality is slipping.
Aaron Levitt |
After last year’s bond rout, investors have been drawn to alternatives to find fixed income exposure. However, they may want to keep looking.
Aaron Levitt |
Treasury inflation protected securities or TIPS are widely ignored by many investors due to their complexities. However, today, they offer high yields and inflation fighting prowess.
Aaron Levitt |
With risks rising, Treasury bonds could be a great portfolio addition. Thanks to Uncle Sam’s claims paying ability, strong yields and ballast during recessions, these bonds are great in the current environment.
Aaron Levitt |
Aaron Levitt |
Money market funds are supposed to be safe, but that hasn’t always been the case. The SEC’s new rules do deliver on that promise- boosting liquidity and stability of these assets.
Aaron Levitt |
Bill Ackmans short thesis on long bonds is interesting. Thanks to persistent inflation and a “higher for longer” stance, the Fed will have to raise rates in the future
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.
Sponsored
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.
Featured Dividend Stocks, ETFs, Funds
$0.07
0.00%
$22.49 B
17.10%
$0.01
-49.35%
-
BKRKY | Stock | ADR
$8.46
+6.15%
$24.28 B
13.95%
$1.18
-20.33%
-
$22.24
+1.09%
$16.13 B
13.49%
$3.00
4.83%
-
$1.86
+1.64%
$21.40 B
13.48%
$0.25
-36.90%
-
$7.51
+0.81%
$14.48 B
13.32%
$1.00
19.27%
-
$7.32
-0.14%
$28.47 B
12.69%
$0.93
16.31%
-
$5.68
+5.19%
$10.79 B
11.48%
$0.65
-30.13%
-
$3.71
+5.40%
$24.24 B
11.33%
$0.42
5.75%
-
$18.98
-0.11%
$21.27 B
11.09%
$2.11
14.04%
-
$18.62
-3.32%
$13.69 B
10.31%
$1.92
-2.24%
-
$92.92
+0.27%
$311.78 B
9.69%
$9.00
21.19%
-
$25.46
+1.47%
$16.36 B
9.68%
$2.46
7.11%
-
$59.82
+3.93%
$17.01 B
9.38%
$5.61
-28.53%
-
$9.30
+3.79%
$27.80 B
8.48%
$0.79
-0.11%
-
$43.96
-1.37%
$17.30 B
8.46%
$3.72
17.94%
-
$63.96
-0.08%
$15.85 B
8.43%
$5.39
11.56%
-
$16.58
+2.54%
$10.16 B
8.03%
$1.33
3.64%
-
$1.46
0.00%
$12.90 B
7.87%
$0.11
-14.62%
-
$6.64
-2.06%
$23.42 B
7.85%
$0.52
14.64%
-
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...