In this article, Russ Koesterich discusses recent changes to stock/bond correlations and the impact that inflation, or a lack ...

Key Takeaways In a recent survey of over 1,000 investors, about 86% of high-risk retirees failed to meet a basic asset diversification benchmark.Financial experts caution against overly relying on ...

“No other fund manager made more money for people than Bill Gross,” wrote Karen Dolan of Morningstar Inc. when naming the bond king the fixed-income manager of the decade in 2010, and she could have ...

Ultra-low interest rates, a result of generous quantitative easing following the 2008 global financial crisis, defined the past decade in capital markets. But that can’t be the case indefinitely, and ...

One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. A rising correlation between these two primary asset classes has profound ...

Economic growth is slowing, inflation is normalizing, and the U.S. Federal Reserve is expected to begin cutting interest rates later this year, all of which should encourage municipal bond investors ...

This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs can play within a portfolio. Yes, there has been uncertainty as to whether the Federal Reserve will ...

Please provide your email address to receive an email when new articles are posted on . Bonds have a coupon rate, which is the interest an issuer pays you for loaning them money. Bonds have a maturity ...

You may be familiar with bonds, but bond funds are a different way to invest in them. A bond fund is a professionally managed pool of bonds — held inside an exchange-traded fund (ETF) or mutual fund — ...

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...

I’ve had a few thoughts watching bond markets convulse lately. First, you’d think fixed income would be a good place to be when the Federal Reserve is cutting interest rates. Yet, the Morningstar US ...

Analysis of all the 144A cyber catastrophe bonds issued to date shows that diversification within cyber as an asset class is possible despite systemic cyber events not accumulating across easily ...