An often overlooked area within fixed income that I believe currently provides outsized adjusted returns is non-investment-grade municipal bonds. This universe consists of both non-rated and ...

With inflation nearing the Fed’s 2% target, I expect rate cuts in 2025, which should benefit PDO’s fixed income portfolio. PDO’s strong 11.4% yield and focus on mortgage securities make it an ...

Build a cash flow investing plan with dividends and interest. Learn growth vs. value, plus three income pillars—fixed income, ...

Are there still areas of fixed income that provide value? In the second part of our Fixed Income Live series, Dalriada’s Simon Cohen, Hymans Robertson’s John Walbaum, Mercer’s Joe Abrams, PGIM’s ...

Fixed-income investments are a cornerstone of many long-term financial strategies, offering stability and a steady stream of income. They are often associated with conservative approaches, but can ...

If you’re wondering what is fixed income investment and whether it deserves a spot in your portfolio, you’re not alone. Fixed-income investments offer predictable interest payments and the return of ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fixed-income investments include bonds, bills, notes, collateralized debt ...

From insurance-driven capital flows to the rise of fixed-income ETFs, investors are rethinking yield, liquidity, and diversification. This article shares insights from Bloomberg’s Future of Fixed ...

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...