Fixed Income
12 Posts
As the fifth anniversary of the financial crisis approaches, financial products that start with a “C” and end with an “O” still trigger fear and trepidation in investors. This alphabet soup of products ― including collateralized debt obligations (CDOs), collateralized … Read more
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It only took a small backup in U.S. Treasury (UST) rates ― 10-year UST rates moved from 1.58% in early December to ~2.00% today ― for pundits to speculate on whether rates will drastically increase. Observant readers will have noted … Read more
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Editor’s note: We spoke with Gerry Fowler, CFA, Global Head of Equity Strategy at BNP Paribas in London. Late last year, Gerry authored a report on the outlook for 2013 called “Epic Distortions.” We asked him to share some of … Read more
Leave a CommentWe are just one month into 2013, and investors have already seen the relentless run in high-yield (HY) bonds continue. Despite a backup in the last week of January, HY has notched a total return of 1.39% so far this … Read more
13 CommentsLoomis Sayles is undeniably one of the pre-eminent names in the world of bond funds. The flagship $22 billion Loomis Sayles Bond Fund has returned 10.07% annually over the last 10 years, beating the Barclays Capital U.S. Aggregate Bond Index … Read more
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Few bond fund managers attract as much attention as DoubleLine Capital’s Jeffrey Gundlach. His firm has seen its assets under management grow to more than $45 billion in just over two years since its founding. Although these assets span a … Read more
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Bill Gross’s recent monthly commentary for PIMCO paints a disturbing picture for investors; his vision ends with stocks being “singed” and bonds being “burnt to a crisp.” The premise of his article is that the United States needs to get … Read more
8 CommentsThe advent of a new round of quantitative easing has significant impact for investors, but it’s important to understand what’s actually happening. Last week the Fed extended its “low rates” language from 2014 to 2015, announced it would be … Read more
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