For broker dealers who were dreading the full implementation of the Fixed Income Quotation rule, SEC rule 15c2-11, staff once ...

Immediate annuities also mitigate sequence-of-returns risk, reducing the chance of depleting a portfolio because of market ...

An excellent funding ratio also has contributed to the pension fund’s ability to allocate a large portion of its assets to ...

U.S. fixed-income assets among the largest defined benefit plans took a significant jump in the past year, thanks to a combination of strong returns and a number of the largest plans making ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Neuberger Berman thinks there are a couple of key differences for the bond market that make us more optimistic. Click to read ...

Discover the PIMCO Dynamic Income Opportunities Fund (PDO) with an 11.3% yield, diverse fixed income investments, and monthly ...

Performance for Guardian Canadian Focused Equity Fund, Series A for the period ended December 31, 2024, is as follows: 1-year, 36.71%; 3-years, 17.42%; 5-years, 13.42%; and since inception, 11.31% ...

whether towards or away from certain fixed-income instruments. Compared with the average strategy in the category, the managers have been significantly overweight government bonds in recent years.

Bonds and debentures are among the most popular types of fixed-income debt instruments. Bonds are issued by governments or businesses. Investors pay the issuer the market value of the bond in ...

David Giroux has beaten his Morningstar peer group for the last 17 years. Here's how he's planning to keep the streak in 2025 ...

TGCNX’s 3-year and 5-year annualized returns are 6.5% and 16.1%, respectively. Its net expense ratio is 0.93%. TGCNX has a ...