Tag: Fixed income

Vanguard is expanding its family of low-cost bond offerings.

The U.S. mutual fund industry (open- and closed-end funds, and exchange-traded funds) is set to surpass $15 trillion in assets in February, according to Strategic Insight.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

Concern over market volatility remains on high alert, and returns are expected to dip, according to research by Casey Quirk and eVestment.

Active manager and adviser exchange-traded fund (ETF) investment portfolios are expected to grow in 2013.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

Prudential Retirement added American Century Investments’ line-up of target-date funds to its guaranteed income solution for defined contribution (DC) plans.

A new blog shines a light on the weekly strategy meetings of J.P. Morgan Asset Management’s global fixed-income, currency and commodity group.

 Europe, China and the U.S. must overcome hurdles to keep the global economic recovery intact.  

Schroders made an agreement for its subsidiary Schroder U.S. Holdings Inc. to acquire 100% of the share capital of STW Fixed Income Management LLC.

A Vanguard study finds defined benefit (DB) plan sponsors are planning fewer design and investment changes than two years ago.

Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.

Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level since August 2011.

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.

For consumers anxious about a low interest rate environment, Genworth rolled out CapMax, available only on Genworth’s SecureLiving Index Annuities.

Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.