Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Implications for passive bond allocations
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.