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Financial Advisor
June 2011
Alan Lavine |
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios.   |
Financial Advisor
January 2004
Marla Brill |
Bank Loan Funds Regain The Spotlight Funds that invest in variable rate loans to below-investment-grade companies may sound like a gamble, but it's one that an increasing number of financial advisors worried about the impact of rising interest rates are willing to take. |
On Wall Street
July 1, 2013
Jeff Tjornehoj |
Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan participation mutual funds and ETFs. |
BusinessWeek
October 20, 2003
Mara Der Hovanesian |
Prime Time For Prime-Rate Funds These funds can help protect you against the risk of higher interest rates. |
Financial Planning
August 1, 2011
Ilana Polyak |
Banking on Higher Rates With the Fed funds rate closing in on its third birthday pegged at the rock-bottom low of zero to 0.25%, it's not hard to figure out which way rates are headed. |
Financial Advisor
July 2004
Alan Lavine |
Potential Shields From Rising Rates Loan funds may be a low-risk option for investors. |
Registered Rep.
March 17, 2010
Stan Luxenberg |
Bond Funds Facing Bleak Prospects? Federal Reserve Chairman Ben Bernanke has been carefully signaling that the Fed stands ready to raise interest rates this year if the economy continues to mend. For bond funds that could be bad news. |
Registered Rep.
September 12, 2013
Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
BusinessWeek
May 13, 2010
Jason Kelly |
Portfolios That Protect Against Rising Rates As investments, leveraged loans are hot, but don't expect another 2009. |
Financial Planning
September 1, 2005
Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
Financial Advisor
October 2011
Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
The Motley Fool
May 4, 2007
Dan Caplinger |
Float Your Bond Boat If the prospect of higher interest rates has left you on the fixed-income sidelines, consider floating-rate bonds as an alternative to traditional bonds. Although they aren't for everyone, they can help you get the bond exposure your portfolio needs. |
Registered Rep.
January 1, 2003
Stan Luxenberg |
Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late. |
The Motley Fool
October 10, 2008
Dan Caplinger |
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. |
BusinessWeek
February 13, 2006
David Henry |
Why Junk Bonds Are Getting Junked Leveraged loans offer better terms, but their floating rates could spell trouble. |
Financial Advisor
May 2005
Karen DeMasters |
Substituting For Stable Value Funds Despite the popularity that stable value funds have enjoyed in the last few years, as part of a diversified portfolio for individuals' retirement accounts, the unique funds have fallen by the wayside in recent months as financial advisors search for alternative investments for their clients. |
National Real Estate Investor
October 1, 2002
Kathleen Fitzpatrick |
Taking the Floating-Rate Gamble A slow recovery in the U.S. economy has prompted more and more borrowers to bet that interest rates won't be rising anytime soon. And still others, fueled by fears of overall uncertainty, are satisfying their appetites with flexible financing. |
BusinessWeek
February 4, 2010
Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Financial Planning
August 1, 2009
Donald Jay Korn |
The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market. |
Financial Planning
March 1, 2005
Justin Daniels |
Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005. |
BusinessWeek
May 10, 2004
Anne Tergesen |
Higher Rates: A Survival Kit Rising rates are usually the bane of bondholders, but not if you own certain investments. Plenty of options exist for maximizing yields in this climate. |
Financial Advisor
December 2007
Eric Rasmussen |
After the Storm The fixed-income market's fortunes this year have played out against the drama of the subprime mortgage meltdown, when investment banks and investors realized that a lot of bad debt was sloshing through the market. |
Financial Advisor
April 2008
Bruce W. Fraser |
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. |
Financial Planning
September 1, 2008
Ilana Polyak |
Crazy for Junk With today's credit woes, who could blame you if you wanted nothing to do with junk bonds right now? |
Financial Advisor
March 2006
Marla Brill |
Mortgage Bonds Offer Mixed Bag A cooling housing market, rising interest rates and regulatory scrutiny have bond fund managers and fixed-income strategists keeping a watchful eye on the direction of the $5.8 trillion mortgage-backed securities market. |
Financial Planning
October 1, 2005
Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe. |
Financial Advisor
July 2006
Milton Ezrati |
Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return. |
BusinessWeek
January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
Financial Advisor
June 2008
Eric Uhlfelder |
Searching For Yield Venture just slightly beyond familiar places advisors look for income and advisors can find opportunities in which to find yield. |
BusinessWeek
October 23, 2006 |
Danger--Explosive Loans Collateralized loan obligations offer loads of cheap money. But payback time may be coming. |
Commercial Investment Real Estate
Jan/Feb 2006
Stanley D. Longhofer |
The Rate Debate Interest rate analyses provide unique perspectives on financing commercial real estate investments. |
Financial Advisor
January 2009
Marla Brill |
Working The Bond Market Fund manager Andrew Stenwall says high-yield bonds are likely to outperform. |
On Wall Street
March 1, 2011
Jerry Webman |
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. |
On Wall Street
June 1, 2010
Neil O'Hara |
The Fixed Income Fix How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you. |
BusinessWeek
December 25, 2006
Adrienne Carter |
Income: Why Cash Could Be King Looking for the highest, safest yields? You may want to open a savings account. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Commercial Investment Real Estate
Sep/Oct 2005
Andrew Stewart |
7 Real Estate Finance Myths Unveiled Discover the market factors that really are influencing today's real estate transactions. |
The Motley Fool
July 30, 2007
S.J. Caplan |
Investor 007's Bond Dossier Bond basics and beyond. Spying on rates: U.S. Treasury -- 2-year... 5-year... Clues to the market... Detecting developments... Hot tip: As the summer rolls on, the economic outlook from here calls for sustained, modest growth... |
Financial Planning
July 1, 2008
Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
Financial Advisor
May 2012
Marla Brill |
High Yield, Global Style The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned. |
Commercial Investment Real Estate
Nov/Dec 2006
Gary Mozer |
Greater Access Collateralized debt obligations offer small commercial investors financing options. |
The Motley Fool
February 27, 2007
Dan Caplinger |
Paying for Quality With bonds, sometimes it pays to get the best. Investors and mutual funds that are buying lower-quality bonds may find that they would've been better off sticking with Treasuries in the long run. |
Financial Advisor
February 2, 2009
Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
Financial Advisor
June 2010
Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
The Motley Fool
August 31, 2007
Amanda B. Kish |
When Safe Investments Aren't Particularly risk-averse investors have always assumed they had one safe haven: bonds. But those who consider bonds completely safe for their money can be unpleasantly surprised. |
Investment Advisor
September 2005
Angelina Dance |
S&p Mutual Fund Sector Focus: The Global Itch? With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low, some fixed-income investors are seeking alternative vehicles, including global bond funds. |
BusinessWeek
January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
Financial Advisor
September 2004 |
Pershing Offering Research, Trust Services Jersey City, N.J.-based Pershing LLC is offering new independent research and trust services... Russell/Nomura: Prime Index Unveiled... SSgA Funds Takes Control: Of Two ETFs... Fidelity Launches Bond Fund... etc. |
The Motley Fool
March 19, 2010
Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
Financial Advisor
October 2005
Marla Brill |
No Homeruns This Year The manager of the Delaware High-Yield Opportunities Fund believes that this year, with concerns about rising interest rates widespread and yield spreads so tight, high-yield bond returns won't measure up to the appetizing levels investors saw in 2003 and 2004. |
