Fixed income

How sequence of returns affects retirement portfolio survival.

The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.

The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

The strategies will invest in corporate bonds and large companies that issue high dividends, or have a growth or value tilt, documents show.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.