Special report – 2014 mid-year review and outlook
Key investment professionals review the first half of 2014 and share their insights into what may be ahead for the second half of the year. Interest rates Zach Pandl, Portfolio manager and strategist...
View ArticleCredit alternatives in government-backed debt
One way investors may boost yields without taking on undue credit risk is through U.S. government agency debt. While many investors associate U.S. agency debt with very low yields, other types of...
View ArticleFixed income strategies – The pros and cons of generating returns with...
Unconstrained multi-sector bond funds have become very popular due to their flexibility to invest tactically across sectors and manage interest rate sensitivity. While it may be useful for a fixed...
View ArticleSpecial report – Commodity markets outlook
In the following Q&A, David Donora, Head of Commodities for Threadneedle Investments, addresses some of the key concerns currently facing investors in commodity markets, and explains his view of...
View ArticleFive college savings myths set straight
For college savers, 529 plans offer various tax benefits, flexibility and control. 529 account owners have a choice of state plans, regardless of residency or income level. 529 account beneficiaries...
View ArticleEbola virus is spreading
The Ebola outbreak is the largest and most serious outbreak ever of this highly-contagious viral disease. Despite the scary headlines, the virus seems unlikely to spread inside the U.S. or other parts...
View ArticleTime not timing
30 years equals about 11,000 days. One might assume that eliminating a few of those days would have little impact on investment performance during that time. Yet, if the ten best days of the S&P...
View ArticleDo you know what’s in your short-term bond fund?
High-quality short-term bond funds can provide attractive returns for investors seeking a conservative investment option in today’s uncertain interest rate environment. Not all short-term bond funds...
View ArticleOil and the high yield market
By Jennifer Ponce de Leon, Senior Portfolio Manager and Head of High Yield and Mark Van Holland, CFA, Senior Portfolio Manager Size of the Energy Sector Because the energy sector is a large component...
View ArticleAre financial markets priced for secular stagnation?
The idea that Western economies may have entered a period of secular stagnation has been attracting an increasing amount of attention. If this thesis proves correct, we would expect investment grade...
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