Strategists from BlackRock Investment Institute favor public and private investments as well as tactical holdings of bonds.

The popular savings tools will pay an estimated 3.8% when issued next month, with the interest rate plummeting as inflation cools.

Reaching for yield during inversions misses the bigger driver of total return, namely the path of interest rates, which is difficult to predict with precision.

The departure was announced alongside Nuveen’s settlement of a years-long legal battle with Preston Hollow Community Capital.

More than $5 trillion is now squirreled away in money-market funds.

Retired broker Larry Wasserman discovere a flaw in a key bond issue data point.

Actively managed fixed-income ETFs stumbled last year and only 40% are beating their benchmarks in 2023.

The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve of the financial crisis

For trillion-dollar investment groups Franklin Templeton, Invesco and JPMorgan Asset Management, the accelerating financial instability seen in Silicon Valley Bank, Credit Suisse Group AG and First Republic Bank are cues to speed up preparations.

Advisors can address client concerns about a Fed-induced recession by examining expectations and accounting for worst-case scenarios.