For example, the overall market capitalization of the U.S. fixed-income market is the basis for the popular fixed-income index followed by many fund managers: the Bloomberg U.S. Aggregate Bond ...
The credit-upgrade trade can be used if an investor anticipates that a certain debt issue will be upgraded. When an upgrade occurs on a bond issuer, the price of the bond increases and the yield ...
An investment portfolio is ... High-yield bonds, cryptocurrencies, initial public offerings and penny stocks fall into the high-risk category, for example, while Treasury bonds and ETFs ...
For example, a portfolio with 55% stocks, 35% bonds, and 10% REITs has historically outperformed a 60% stock/40% bond portfolio with only slightly more volatility while matching the returns of an ...
In order to get adequate diversification, it's a good idea to spread the bond portion of your portfolio among various Treasury bonds, high-grade corporate bonds and, if you're in a high tax ...
For example, municipal bonds are often exempt from federal and sometimes state taxes. This makes them an attractive option for taxable portfolios ... More older workers report instances of ...
For example, a municipality can issue ESG bonds for community development projects, or a corporation might use them to fund solar energy projects, waste reduction, or other environmental targets.