Interest rates

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

U.S. and European ETFs were stung by redemptions in January even as developed markets added trillions in value.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

Incentives to buy the products have eroded amid signs of slowed interest rate hikes from the Fed and the heightened fear of a trade-war.

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

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

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.

In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.

Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.

Indexes typically tracked by the funds are often excessively allocated to Treasurys and mortgage-backed securities.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

Stellar U.S. economic data, hawkish monetary expectations and strong commodity prices have pushed 10-year and 30-year Treasurys to breakout range.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

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

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?