Tag: Fixed income

Alternative exchange-traded fund (ETF) provider ProShares Advisors LLC launched a new investment-grade bond ETF, designed with a built-in hedge against rising interest rates.

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

BNP Paribas Investment Partners Trust Company added a share class to offer employer-sponsored retirement plans access to its U.S. Treasury Inflation Protected Securities (TIPS) comingled investment fund.

U.S. workers hold almost half of their investable assets in low- or no-return cash strategies, potentially jeopardizing retirement readiness in an effort to avoid risk.

Inflows to equity strategies remained strongly positive in September, clocking in at $40 billion for equity mutual funds and ETFs.

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

The hundreds of investment management firms with membership in the Investment Company Institute (ICI) are “deeply concerned” about the potential of a federal government default, especially those with...

Stable value products remain popular investment choices.

What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).

A white paper from RidgeWorth Investments scouts a number of fixed-income strategies to counter rising interest rates. 

 Sources say they are optimistic about market recovery but predict volatility will be present in the short term.   

Low interest rates pose a risk to investors, according to a Prudential paper on the implications of recent research from the National Retirement Risk Index.

Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

Long thought to be an investment with a guaranteed return, traditional fixed-income products have an upside/downside ratio that is unsustainably low, a white paper warns.   

In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds, according to Morningstar.

Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.

The economic outlook is better than investors might think, according to OppenheimerFunds.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.