Fixed Income

The retirement funds of the top 100 U.S. public companies, with combined assets of about $1.8 trillion, have ratcheted up their fixed-income allocations to a record level.

Investors put $2 billion into the Vanguard Short-Term Treasury ETF (VGSH) and about $660 million into the Schwab Short-Term U.S. Treasury ETF (SCHO) last week -- a record for both funds,

CDFI investment products are a powerful tool for financial advisors with clients interested in community investing, social justice and environmental justice.

It should be considered an augment and not a replacement for a conventional fixed income allocation.

The difference versus one year ago is investing opportunities are less obvious and not sitting at the surface.

Money managers are betting that vaccine rollouts in the U.K. and U.S. will allow a return to normal life by the summer.

Rapid changes in interest rates and volatile equity returns can cause multiple problems.

Even though portfolios based around 60/40 performed in 2020, that hasn't silenced calls to rethink or abandon the strategy.

Improving data and the imminent passing of the second-biggest stimulus program in U.S. history has turned optimism about a recovery into fears of an overheating economy.

Research on baskets shows they help absorb shocks in turmoil.