One of the great dividing lines in the bond market is between fixed-rate and floating-rate debt. This difference has become especially stark since 2022, as the rise in short-term interest rates ...
Fixed-income exchange-traded funds provide diversified bond exposure, often at a low cost. Passive fixed-income ETFs lower expenses because they rely on an index to define their holdings. Investors ...
Forbes contributors publish independent expert analyses and insights. Specialist in global markets, economics and alternative investments. Stock market indexes are at near record highs following the ...
The right move for fixed-income investors in 2022 was to focus on short-maturity bonds. As the Federal Reserve raised interest rates aggressively to combat inflation, shorter-term bonds experienced ...
For years, fixed-income investments were overlooked in favor of high-growth equities and alternative assets, as low interest rates made bonds and similar instruments less appealing. However, the tide ...
On this episode of The Long View, Eric Jacobson, Morningstar’s senior principal for fixed-income strategies, talks about what has changed the entire face of the bond market, passive fixed income, ...
Fixed income is an area in which, far too often, allocation is dictated by category rather than opportunity. There are various fixed income instruments: Treasuries Munis Investment grade bonds ...
Learn about portfolio income, including examples and methods to enhance earnings. Elevate investment returns with expert tips on managing dividends and capital gains.
An expanded group of debt securities is permitted to trade on NYSE Bonds; broker-dealers also can publish OTC quotations for the securities As a follow-up to our prior discussion in this area, this ...
The stampede to passive strategies has been relentless. But most core active fixed income strategies, unlike their equity counterparts, have tended to outperform their benchmarks. It could be time to ...