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Fixed Income

All articles tagged with #fixed income

UBS Identifies Bond Market Winners Amid Persistent High Rates
finance12 days ago

UBS Identifies Bond Market Winners Amid Persistent High Rates

UBS argues that sustained high interest rates create distinct winners and losers in the bond market, identifying specific opportunities for investors. This view aligns with recent data showing mortgage rates hovering near 7%, reflecting a broader environment where fixed-income yields remain elevated. While other financial news focuses on equity volatility, UBS’s analysis highlights strategic positioning within debt instruments.

via CNBC|
#bond-markets#finance#fixed-income
Rising Yields Push Bond Strategy Toward Diversification and Shorter Durations
business1 month ago

Rising Yields Push Bond Strategy Toward Diversification and Shorter Durations

As the 10-year Treasury yields jump amid inflation and a growing federal deficit, investors are advised to stay disciplined and pursue a diversified, mostly short- to intermediate-duration fixed‑income approach—using short-duration ETFs, TIPS, high-quality corporates, and floating-rate debt—while considering inflation hedges such as gold; avoid rushing into cash and maintain some duration to capture yields, with some investors exploring alternative income strategies.

via CNBC|
#bonds#business#diversification
AI-Driven Debt Surge Fuels Global Bond Selloff and Higher Yields
markets1 month ago

AI-Driven Debt Surge Fuels Global Bond Selloff and Higher Yields

Global bond markets are selling off as record debt from governments and AI-focused tech giants floods the market— Alphabet, Amazon, Meta, Microsoft, and Oracle have issued about $220 billion this year—pushing yields higher, with the U.S. 10-year near 4.81%; analysts say supply, not faith in debt, is the driver, and ongoing AI spending plus energy-price risk could keep yields elevated, raising borrowing costs and weighing on stocks.

via Yahoo Finance|
#ai-spending#bond-market#debt
Global Bond Yields Jump on AI Debt and Deficit Pressures
business1 month ago

Global Bond Yields Jump on AI Debt and Deficit Pressures

Global bond markets from the US, Europe, and Japan have sold off, pushing long-dated yields to multi-decade highs as deficits widen, AI-related debt issuance soars, and energy-driven inflation pressures persist. Analysts view the move as a global repricing rather than a crisis, with the US Treasury signaling bond buying to help cap yields while investors weigh the likelihood of a September Fed move amid ongoing growth and fiscal strains.

via Morningstar|
#ai-debt#bond-yields#business
Rate Uncertainty Boosts Demand for CLO ETFs, Says VettaFi
business2 months ago

Rate Uncertainty Boosts Demand for CLO ETFs, Says VettaFi

Investors are increasingly seeking CLO ETFs as rate uncertainty persists, with managers expanding CLO ETF offerings and pointing to AAA-rated, senior-secured CLOs for yield and stability; however, risks remain in lower-tranche CLOs and exposure to tech-sector volatility, a dynamic highlighted after the Fed kept rates unchanged and boosted demand for short-duration fixed income.

via CNBC|
#business#clos#etfs
Goldman Sachs rides equities surge to bumper quarter as FICC slips
business6 months ago

Goldman Sachs rides equities surge to bumper quarter as FICC slips

Goldman Sachs posted a strong first quarter with net income of $5.6bn, powered by a 27% rise in equities revenue to $5.3bn, beating estimates; however, fixed income, currencies and commodities revenue dropped about 10% to $4bn, dragging on overall performance despite the firm’s best trading quarter in years. Investment banking fees rose, assets and wealth management grew, and the bank returned over $6bn to shareholders, while shares slid after the results.

via Financial Times|
#business#equities-trading#fixed-income
Navigating Market Highs: Strategies to Manage Risk and Uncertainty
finance1 year ago

Navigating Market Highs: Strategies to Manage Risk and Uncertainty

With the S&P 500 and Nasdaq reaching record highs following a Fed rate cut, financial advisors recommend de-risking portfolios by reducing large-cap equity exposure, increasing allocations in small- and mid-cap stocks, international markets, and short-term Treasuries, while also adding inflation hedges like TIPS, real assets, and gold to mitigate economic uncertainties.

via Barron's|
#finance#fixed-income#inflation-hedges
BlackRock Assets Soar to Record $10.6 Trillion on ETF Surge
finance2 years ago

BlackRock Assets Soar to Record $10.6 Trillion on ETF Surge

BlackRock Inc. reached a record $10.6 trillion in assets, driven by significant inflows into ETFs and fixed-income funds. The firm saw $51 billion in client cash added to long-term investment funds in Q2, despite some large redemptions. BlackRock's diversified growth includes private markets and a recent acquisition of Global Infrastructure Partners, enhancing its position in infrastructure investments. The company's adjusted net income per share rose 12% from the previous year, surpassing Wall Street estimates.

via Yahoo Finance|
#asset-management#blackrock#etfs
"Seizing the Opportunity: High-Yield CD Rates Still Available"
finance2 years ago

"Seizing the Opportunity: High-Yield CD Rates Still Available"

Financial adviser Jeremy Keil is struggling to convince clients to lock into long-term CD rates at 5% as economic indicators point to a drop in interest rates. Despite the potential for rates to decrease, investors are still pouring money into fixed-income products, with CDs offering the highest rates for longer terms. Experts advise considering early withdrawal penalties, promotional rates, and laddering strategies when investing in CDs to navigate potential rate fluctuations.

via MarketWatch|
#cd#finance#financial-planning
Exploring Alternatives: Diversifying Investments for Cautious Investors
finance2 years ago

Exploring Alternatives: Diversifying Investments for Cautious Investors

Cautious investors looking for stability and income may want to consider active management and fixed income strategies instead of relying solely on high-yield savings accounts. According to SPDR Exchange Traded Funds' Matthew Bartolini, active fixed income within ETFs can provide consistent performance, improved tax efficiencies, and better forward-looking returns. However, Bartolini warns that higher returns come with higher volatility, and cash carries its own set of risks, such as reinvestment risk. Dan Egan of Betterment also highlights the challenge of convincing investors to move away from cash, given the perceived safety of FDIC-insured accounts.

via CNBC|
#active-management#cash-risks#cautious-investors