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This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.
July 12 -
Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.
July 10 -
The math wizards of the investment world are hoping to disrupt the established giants of the trillion-dollar credit market.
July 9 -
The firm is snapping up five- and 10-year notes as it predicts slowing inflation and trade tensions will push the Fed to lower its benchmark 75 basis points.
July 5 -
Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.
July 3 -
Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.
July 2 -
Defined-maturity funds offer traditional fixed-income interest payments.
July 1 -
There is growing disquiet among those who run and invest in the products about potential problems that might be caused by rate cuts from the Fed.
June 28 -
Markets have been whipsawed by mounting concern over softer economic data and President Trump’s trade wars with major partners.
June 26 -
Geopolitical risk, dovish central banks and an aging business cycle are reinforcing bullish moorings in global debt.
June 26 -
There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.
June 14 -
More than 25% of the products were sold with shorter or static maturities in the first quarter, compared with only 10% for the same period last year.
June 13 -
Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.
June 11 - Voices: Morningstar now among largest players in credit rating market, and investors haven't noticed
Why? Three other competitors have an astounding 95.8% of market share.
May 31 -
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Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?
May 3 -
Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.
May 2 -
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The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.
April 16 -
Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?
April 15



















