Bonds / Fixed Income
Watch breaking news videos and read news updates about bonds / fixed-income on investmentnews.com
Barclays looks like the latest bank to back away from commodities trading
Breakfast with Benjamin: Barclays backing away from commodities. Plus: Goldman hangs tough in the commodity-trading arena, getting esoteric with income investing, riding on an M&A high, and IRS bonuses whether you've paid your taxes or not
New ETF promises income even as rates rise
Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.
The bond party is over
Bond yields are beginning to move back toward familiar territory, which provides a reminder that bonds were never really designed to provide high returns. They were and are designed to provide security. In other words, the party is over.
Fund outflows could give Pimco headaches, Morningstar says
Outflows from Pimco's Total Return fund, run by Bill Gross, have made headlines but Morningstar analysts call the "shrinking asset base" of two other funds "more troubling." Plus: See who Jeff Gundlach's DoubleLine Capital grabbed from Pimco.
Wall Street bond dealers whipsawed on bearish Treasuries bet
The surprising resilience of Treasuries has investors recalibrating forecasts for higher borrowing costs as lackluster job growth and emerging-market turmoil push yields toward 2014 lows.
Securities lending: Boon or bane?
ETFs that lend portfolio securities can generate additional income, but disclosure on those activities isn't forthright
Are active ETFs finally growing in popularity?
The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure
One-year anniversary fixed-income ETFs
Name/ticker3-month average daily volume3-month return1-year returnNet assets ($M)Expense ratio*SPDR Barclays Short Term High Yield Bond ETF (SJNK)1,494,6961.45%5.81%$3,913.80.40%Pimco Total Return Exchange-Traded Fund (BOND)309,8952.14%-0.23%$3,419.40.55%Guggenheim BulletShares 2018 Corporate Bond
How newly-launched fixed-income ETFs rank
Name/tickerClassification3-month average daily volumeExpense ratio*AdvisorShares YieldPro ETF (YPRO)Alternative credit focus114,6101.42%Market Vectors Short High-Yield Muni Index ET (SHYD)High-yield municipal debt16,2390.35%iShares 2019 AMT-Free Muni Term ETF (MUAH)Intermediate municipal ...
Fixed-income ETFs ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volumePimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)14.05%-6.28%$76.50.15%3,244Vanguard Extended Duration Treasury Index Fund ETF (EDV)12.95%-6.47%$201.50.12%64,654Market Vectors Preferred Secs ex ...
One-year anniversary equity ETFs
Name/ticker3-month average daily volume3-month average daily volume1-year returnNet assets ($M)Expense ratio*Alps US Equity High Volatillity Put Write Index (HVPW)51,4320.25%6.69%$75.30.95%Global X SuperDividend US ETF (DIV)23,8365.55%11.63%$77.30.45%Yorkville High Income Infrastructure MLP ETF ...
How newly-launched equity ETFs rank
Name/tickerClassification3-month average daily volumeExpense ratio*First Trust RBA American Indus Renaissance ETF (AIRR)Financial services104,5280.7%Vident U.S. Core Equity Fund (VUSE)Multicap core41,9130.6%PowerShares International BuyBack Achievers Portfolio (IPKW)International large-cap ...
Equity ETFs ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio3-month average daily volumeMarket Vectors Indonesia Small-Cap ETF (IDXJ)25.73%-21.30%$6.60.61%18,705Guggenheim Invest Solar ETF (TAN)25.13%178.40%$451.40.70%677,267iShares MSCI Indonesia ETF ...
Ranking ETFs by tracking difference per category
N/A 0.07% Assets as of Feb. 28; performance-related figures as of March 28. Excludes leveraged and inverse funds, and exchange-traded notes. Ranking based on unrounded figures. Three- and five-year returns are annualized. N/A = not available (fund has been in operation for less than the stated
Consumers left in the loan lurch as big banks still hold off
Friday's menu: Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
Explore your opportunities and be informed for your next move.
February 27, 2014