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Financial Advisor November 2010 Virginia Munger Kahn |
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s. |
On Wall Street January 1, 2009 Tim Knepp |
Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters. |
BusinessWeek March 4, 2010 |
John Calamos Makes the Case for Convertible Bonds The manager of one of the oldest convertible bond funds explains why convertibles remain attractive. |
Financial Advisor December 2005 |
Getting Busted Chip Carlson banks on an offbeat breed of bond to boost the Greenspring Fund's return. |
Real Estate Portfolio May/Jun 2007 Charles Keenan |
New Piece of the [Debt] Puzzle REITs are turning to convertible bonds as an attractive capital solution. |
Financial Advisor March 2011 Marla Brill |
Smoothing The Ride Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to out-performance in down-to-sideways stock markets. |
The Motley Fool August 30, 2010 Dan Caplinger |
Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you? |
Financial Advisor January 2008 Marla Brill |
Playing Both Sides Convertible bonds offer a shot at a decent chunk of the stock market's upside while muting some of its downside risk. |
The Motley Fool February 18, 2009 Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds. |
HBS Working Knowledge August 23, 2004 Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
The Motley Fool April 29, 2009 Dan Caplinger |
Beware This Investment's Hidden Risks Bonds deserve a place in most investors' portfolios. But relying on them exclusively could be riskier than you think. |
Registered Rep. September 1, 2005 Stan Luxenberg |
Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record. |
Entrepreneur November 2004 Dian Vujovich |
Switch Gears Flexibility is a key feature of convertible funds. |
The Motley Fool July 27, 2005 Tom Taulli |
Calamos Is Still a Niche For decades, Calamos Asset Management has been a standout in its niche. But how long can it last? The best option for Calamos shareholders may be to join a bigger player, rather than remain independent. |
The Motley Fool December 11, 2007 Dan Caplinger |
2007's Big Surprise Mutual funds that invest in Treasury securities have put in an unexpectedly good performance in 2007, giving broader-market indexes a run for their money. |
Registered Rep. June 9, 2011 Nate Wendler |
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research. |
The Motley Fool January 3, 2007 Dan Caplinger |
Going Global With Bonds International investing isn't just about stocks. With yields on Treasury bonds still hovering below 5%, the high yields offered by some foreign issuers can look extremely appealing. |
Investment Advisor October 2009 James J. Green |
Danger & Opportunity: He's Got the Momentum Cliff Asness, a hedge fund manager who caters to institutions, is a true believer in momentum investing. |
BusinessWeek June 20, 2005 Mara Der Hovanesian |
Bond Woes Add To Banks' Problems With even the fixed-income business faltering, bank earnings are looking dismal. |
The Motley Fool May 11, 2009 Dan Caplinger |
How to Be Bullish Without Being Stupid One type of investment can give you a chance to earn profits if the market continues going up, but without the full exposure to stock losses if the economy turns south once more. |
BusinessWeek April 25, 2005 Adrienne Carter |
A Triple Play At Calamos How Calamos created the third-best-performing mutual fund of the past decade. |
Financial Advisor December 2009 Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. |
BusinessWeek May 24, 2004 David Henry |
Ahead Of A Fed Move, A Cash Cow Runs Dry Like a tightrope walker on a suddenly windy day, the bond market is trying to get back to solid ground after a heady period of high profits made from cheap money and a tactic known as the carry trade |
The Motley Fool October 11, 2006 Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks. |
Financial Advisor September 2008 Greg Miller |
Bonus Copy: Equities in Disguise? "Beware: Things may not be as they appear." These words are not exactly what you would expect to see in a mutual fund prospectus, but perhaps they should be. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
Financial Planning January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
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. |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product. |
The Motley Fool September 9, 2009 Dan Caplinger |
The Best Investment for the Next 40 Years Simple math says bonds can't outperform stocks forever. |
The Motley Fool January 5, 2004 Mathew Emmert |
Broken Bonds Even if you've just experienced a painful breakup with the stock market, don't go falling in love with bonds just because you're on the rebound. The plain truth is that looking for love in today's bond market could lead to another broken heart. |
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. |
The Motley Fool January 29, 2010 Dan Caplinger |
The Only Bond Bear Worth Listening To The U.S. Treasury itself is signaling higher rates ahead. |
Entrepreneur August 2006 Dian Vujovich |
The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund. |
The Motley Fool August 16, 2007 Dan Caplinger |
Big-Time Risk on Short-Term Money Short-term bond funds have been billed as an attractive substitute for money-market mutual funds. But as some investors are discovering, these funds aren't risk-free. Yields fluctuate, and you risk losing some principal. |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
Investment Advisor May 2007 Palash R. Ghosh |
Safe, but Sound Intermediate-term bonds are not very exciting, but they do deliver steady gains. One of the top fund performers in this sector is the $1.06 billion Federated Bond Fund. |
The Motley Fool September 1, 2010 Dan Caplinger |
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect. |
Financial Advisor October 2009 Eric Rasmussen |
The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy. |
Registered Rep. November 16, 2010 Stan Luxenberg |
Winning Mutual Fund Strategy: Buy the Unloved Sectors This year, the most unpopular category is large growth, which recorded outflows of $39 billion during the 12 months ending in August. Other unpopular categories are large value and world stock. |
Registered Rep. October 21, 2010 Stan Luxenberg |
Investors, Drunk on Bonds, Should Be Soberly Searching for Unloved Categories Shareholders have been buying bonds and dumping stock funds for months -- even when the markets have been improving. Will investors regain their old appetite for stock funds any time soon? |
Financial Advisor July 2011 Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
Financial Planning December 1, 2009 Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
Investment Advisor August 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
Finance & Development September 2011 Rabah Arezki et al. |
Municipal Fallout U.S. state bond markets are not insulated from each other but are from the federal bond market. |
Financial Planning September 1, 2006 David A. Twibell |
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns. |
The Motley Fool November 30, 2010 Amanda B. Kish |
Did the Bond Bubble Just Pop? Bonds may be the new black for investors, but it looks like fashion trends may be changing in the upcoming season. |
Financial Planning March 1, 2008 Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
Investment Advisor February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. |