Search results for: convertible securities

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A primer on preferred securities

Preferred securities can offer an attractive risk-adjusted yield in a low-yield environment. Straddling the line between fixed income and equity, preferred securities can help diversify core fixed-income portfolios.

Tagged with: Fixed Income, Investing

The case for active bond management

There have been instances where the passive approach to bond investing produced significant underperformance relative to a benchmark. Index funds are at a significant disadvantage to active portfolios in which managers incorporate valuation into their decision making process.

Tagged with: Fixed Income, Investing

Credit 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 agency debt can offer significant spreads to Treasuries with a modest decline in liquidity.

Tagged with: Fixed Income, Investing

Flexible income strategies — Avoiding side effects from the Fed’s medicine

In today’s low interest rate environment, investors with cash on hand and a limited appetite for risk aren’t having an easy time growing their wealth. The Fed’s strong influence throughout the government and corporate bond markets makes it hard to find attractive fixed-income instruments of low or moderate risk.

Tagged with: Asset Allocation, Fixed Income, Investing

New taxes require strategies to maximize after-tax return

Higher earners with taxable investments are most susceptible to triggering the net investment income tax, a surtax of 3.8% that applies to taxable investments. An asset location strategy involves placing a greater percentage of the most tax-sensitive investments in tax-deferred accounts.

Tagged with: New Tax Regime

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

The perils and pitfalls of buying individual municipal bonds

Volatile ratings leave retail investors at risk. Retail investors could pay higher prices.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog, U.S. Economy

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

Global Asset Allocation Outlook (as of February 24, 2014)

Markets had a difficult start to the year. After experiencing negative returns in January, both U.S. and European equities recovered in February and are now slightly positive for the year.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Investing, Markets
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