Fixed income

One uses a factor lens for a twist on the AGG and the other focuses exclusively on investment-grade credit.

The loss erases eight years of earnings since the asset manager went public.

U.S. investors normally do a very superficial analysis when considering exposure to the country, an executive said.

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.

Inversions have occurred seven times since the early 1950s and all but one of those instances preceded equity gains.

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

The funds carry a fee eight times larger than the 0.08% charged by the least expensive energy ETF run by Fidelity.

The $7.5 billion fund’s comeback comes as the spread between 3- and 5-year yields slid below zero for the first time since 2007.

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.

A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

Investors have grown cautious following October’s rout in global markets.

Data reported by the Investment Company Institute.

Industry headwinds from costs and fees remain as relentless as ever.

The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.

Clients should turn to their own timeline before making any changes to their portfolio during a market correction.