Q: My portfolio analysis states that I am 40% in “fixed income ... We consider several factors in evaluating the investment profile of fixed income. Important factors include credit risk ...

The process incorporates macroeconomic scenarios developed by multiple Insight portfolio managers and bottom-up issue selection that draws from almost 100 fixed-income investment professionals.

Public pension funds are increasing allocations to fixed income and continuing to lower their investment assumptions, ...

Yet, their impact on the fixed-income universe has been equally transformative in recent years. Aside from redefining how bonds are traded, ETFs are creating new investment opportunities for ...

Northern Fixed Income Fund earns an Above Average Process Pillar rating ... which is disappointing, as such investments help align managers' interests with fundholders. The firm maintains an ...

The Parnassus Fixed Income Fund returned -2.48% (net) for Q4 2024, outperforming the Bloomberg U.S. Aggregate Bond Index.

For years, many financial advisors recommended building a 60/40 portfolio, allocating 60% of capital to stocks and 40% to fixed-income investments such as bonds. Meanwhile, others have argued for ...

A fixed annuity is a long-term investment that provides a predictable income stream. Offered by insurance companies, banks and other financial institutions, it guarantees a fixed interest rate and ...

"The fixed-income markets are one of the few markets ... "Therefore, understanding the management team's investment philosophy, process and past experience is paramount." A simpler approach ...

We consider several factors in evaluating the investment profile of fixed income. Important factors include credit risk, time risk, inflation risk and interest rate risk. Credit risk refers to ...