Browsing: Investing
Institutional investors are quietly increasing TIPS allocations as positive real yields and inflation liability concerns reshape fixed income strategy.
A softening dollar is drawing investors back to emerging market bond funds, where higher yields and improving fundamentals are creating renewed appeal after two difficult years.
Berkshire Hathaway’s $330B cash pile signals Buffett sees little value in stretched equity markets. Here’s what the valuation picture actually looks like.
Defined benefit pension plans are quietly gaining ground again as higher interest rates improve funding ratios and employers use guaranteed retirement income to compete for talent.
Bond ladder strategies are gaining renewed attention from pre-retirees looking for predictable income. Here’s how they work and what the trade-offs really are.
Interval funds are opening private credit and real estate debt to retail investors. Here’s how they work, what they offer, and where the real risks hide.
State budget surpluses are boosting municipal bond credit quality and driving demand from both retail and institutional investors seeking tax-exempt income.
Target-date funds are losing favor as more 401(k) participants choose self-directed brokerage accounts. Here’s why the shift is happening and what it means for retirement planning.
Activists are targeting closed-end funds trading at steep NAV discounts, pressuring boards for buybacks, tender offers, or open-end conversions to capture the spread.
Closed-end bond funds are trading at deep discounts as rate uncertainty keeps buyers cautious. Here’s what’s driving the gap and who’s paying attention.