Bonds
Some experts say a recession is coming. Here’s how to prepare your portfolio
Phonlamaiphoto | Istock | Getty Images Months of stock market volatility, surging inflation and rising interest rates have left many investors wondering if a recession is coming. The stock market tumbled again on Thursday, with the S&P 500 capping its worst six-month start to a year since 1970. In all, it’s down more than 20% […]
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The S&P 500 just had its worst first half in more than 50 years, which ‘stressed’ this classic investment strategy
Stock trader on the floor of the New York Stock Exchange. Spencer Platt | Getty Images News | Getty Images The S&P 500 Index, a barometer of U.S. stocks, just had its worst first half of the year going back over 50 years. The index fell 20.6% in the past six months, from its high-water […]
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Here’s what China’s real estate debt crisis could mean for Asia junk bond investors
Real estate and related industries account for more than a quarter of China’s economy, according to Moody’s estimates. CFOTO | Future Publishing | Getty Images China’s real estate bonds were once key performance drivers for Asia junk bond funds, but the market share from property bonds has fallen as a result of the country’s property […]
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IRA rollovers often come with higher investment fees, Pew finds: Here’s how much money that costs retirement savers
andresr | E+ | Getty Images IRA rollovers are common for job switchers, retirees Investors rolled $516.7 billion from workplace plans into traditional IRAs in 2018, the latest year for which data is available. That’s nearly 28 times more money than as contributed to traditional IRAs that year. A Pew survey from 2021 found that […]
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‘It’s like going to the DMV online’: What to know about buying Series I savings bonds via TreasuryDirect
Eakgrunge | Istock | Getty Images There’s been record demand for federal Series I savings bonds, an inflation-protected and nearly risk-free asset, offering an eye-popping 9.62% annual return through October. However, it’s not easy to buy I bonds through TreasuryDirect, a 20-year-old platform run by the U.S. Department of the Treasury, financial advisors say. “It’s […]
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Russia on the brink of historic debt default as payment period expires
Russian Finance Minister Anton Siluanov (seen here with Russian President Vladimir Putin in 2019) reportedly told Russian newspaper Vedomosti that Moscow will continue to service external debts in rubles, but foreign Eurobond holders will need to open ruble and hard currency accounts with Russian banks in order to receive payments. Mikhail Svetlov | Getty Images […]
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Quarter-end buying may lift stocks higher before the next market storm
Trader on the floor of the NYSE, June 7, 2022. Source: NYSE The stock market is about to close out its worst first half in decades in the week ahead, setting the stage for a summer of uncertainty and volatility. But in the very near term, strategists see a window of positive momentum for an […]
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Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — ‘but it’s not dead,’ says financial advisor
How a 60/40 portfolio strategy works The strategy allocates 60% to stocks and 40% to bonds — a traditional portfolio that carries a moderate level of risk. More generally, “60/40” is a shorthand for the broader theme of investment diversification. The thinking is: When stocks (the growth engine of a portfolio) do poorly, bonds serve […]
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This fund may be an attractive move for investors in volatile, inflationary markets, Amplify ETFs CEO says
Investors may want to consider a special fund focused on high dividend yielding large-caps, according to a leading ETF fund manager. Christian Magoon believes his firm’s actively managed Amplify CWP Enhanced Dividend Income ETF (DIVO) will provide upside to investors during this volatile and inflationary market backdrop. It’s described as an enhanced dividend income ETF […]
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‘No need for any concern’: Germany plays down fears of economic fragmentation in Europe after bond yields soar
German Minister of Finance Christian Lindner said there is no need for concern about the stability of the euro zone. John Thys | Afp | Getty Images LUXEMBOURG — There is no need for markets to be worried about the stability of the euro zone, Germany’s finance minister told CNBC Thursday following a recent surge […]
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