Fixed Income

One analyst says balance sheet relief and improved liquidity may bring clients back to the island. Image: Bloomberg
Clients May Want Another Look at Puerto Rican Bonds After the Dust Settles
With a debt restructuring likely, analysts see potential investment opportunities on the island, where clients from firms like UBS have sought to recoup losses on closed-end funds of municipal bonds.
Treasuries rose as investors sought the safety of sovereign debt after a series of bombings in Brussels killed at least 31 and injured more than 180. Read More »
Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment. Read More »
In the latest in a series of cases, an arbitration panel has sided with a client against UBS, ordering the wirehouse to pay nearly $1.5 million in damages related to UBS' sale of Puerto Rican bonds and closed-end funds. Read More »
Stocks worldwide climbed to a two-week high, as U.S. economic data topped estimates and a rebound in oil lifted emerging markets shares. Read More »
Treasuries surged, pushing yields to the lowest in more than three years, as a persistent rout in global financial markets pushed investors into the safest assets. Read More »
"There is a de-anchoring of inflation expectations occurring, and this affects how risk-takers are operating in any market that is sensitive to inflation expectations," says a leading market watcher. Read More »
A FINRA panel ordered the wirehouse to pay a client $95,000 for losses relating to bonds issued by the island commonwealth. By contrast, UBS says it faces more than $1 billion in similar claims. Read More »
Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground. Read More »
Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns. Read More »
The biggest U.S. investors suggest caution on bond returns as the Fed raises rates Read More »
Most forecasters at this time last year were anticipating a faster pace of Federal Reserve tightening to send yields higher. Instead, yields stayed low as inflation held in check. Read More »
Higher interest rates will be a welcome relief for retirees who live on income from bonds, CDs and money market funds; Plus, clients should not assume their former employers will manage their 401(k) assets after they resign. Read More »
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