Bonds

It’s not just clients in high-tax states buying up muni bonds.

The average fee was nearly 20 basis points higher than the top-performer.

The emerging markets credit fund will pursue long-term investments in conditions that the manager says may already equate to a bear market.

The fund company has added more than $50 billion this year, mostly from inflows.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

Things haven’t been this bad since Richard Nixon’s presidency.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.

One of the firm’s corporate bond funds is down 4.3% this year, while another has lost 5.4%.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

AllianceBernstein’s Gershon Distenfeld is sounding the alarm bell on a strategy that’s grown increasingly popular with some of the world’s biggest bond funds.

Failing to monitor reinvested dividends could boost their tax bills.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Returns over the past decade have been stellar, but capital preservation is a concern.

Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.

Technology advancements aside, navigating the new regulatory requirements still takes work.