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BusinessWeek January 20, 2011 Sree Vidya Bhaktavatsalam |
Pimco's Step Toward Independence from Allianz It's setting up a mutual fund broker-dealer, which may be the start of separation  |
Registered Rep. January 26, 2011 Diana Britton |
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time?  |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.  |
Financial Planning September 1, 2011 Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.  |
The Motley Fool October 22, 2009 Amanda B. Kish |
Should You Buy a Stock Fund From Pimco? The bond giant looks to expand its borders into stock fund investing.  |
Registered Rep. August 27, 2012 Stan Luxenberg |
Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy.  |
Registered Rep. December 1, 2002 Stan Luxenberg |
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds.  |
The Motley Fool February 22, 2010 Amanda B. Kish |
Money Managers: The Best of the Best Don't forget to look for copycats with small fees.  |
The Motley Fool May 30, 2007 Amanda B. Kish |
PIMCO Walks on the Wild Side The bond firm plans to tackle riskier investments. But investors shouldn't start worrying yet.  |
Registered Rep. June 21, 2011 Alan Lavine |
A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement.  |
Financial Planning July 1, 2009 Donald Jay Korn |
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds.  |
The Motley Fool August 3, 2010 Amanda B. Kish |
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities.  |
BusinessWeek March 17, 2011 Sree Vidya Bhaktavatsalam |
Investors Are Bearish on Bonds Bond investors are preparing for the end of the long rally in Treasuries by shifting money into stocks, commodities, and real estate.  |
Financial Planning May 1, 2011 Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product.  |
The Motley Fool October 22, 2010 Amanda B. Kish |
Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass.  |
Registered Rep. April 14, 2011 Diana Britton |
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns.  |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.  |
On Wall Street September 1, 2011 Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.  |
BusinessWeek January 16, 2006 Christopher Palmeri |
Long Live The New King Of Bonds Wamco's chief investment officer Ken Leech avoids flashy moves and keeps an institutional focus.  |
BusinessWeek November 19, 2009 Lewis Braham |
What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio?  |
The Motley Fool April 19, 2008 Amanda B. Kish |
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs.  |
The Motley Fool March 19, 2010 Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds?  |
Financial Planning October 1, 2011 Donald Jay Korn |
Buoyant Bonds The world seems to be awash in debt, especially government debt. Considering that government issues are crucial to the world's bond markets, fixed-income investments have held up surprisingly well.  |
Financial Advisor June 2006 Tracey Longo |
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.  |
Financial Planning January 1, 2005 Janet Aschkenasy |
Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal.  |
Registered Rep. January 1, 2003 Bennett Voyles |
The Name Is Bond If your clients are among the many investors taking a serious look at fixed income investing, herewith are a few sites that can introduce your clients to some bond basics, and a few other sites that may be useful to you.  |
Financial Advisor February 2008 Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities.  |
BusinessWeek April 28, 2011 Sree Vidya Bhaktavatsalam |
This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers.  |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.  |
Registered Rep. July 1, 2005 Stan Luxenberg |
A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names.  |
BusinessWeek April 1, 2010 Keene & Walker |
A Bond King Turns Bearish With interest rates likely to move higher, Pimco's Bill Gross says the long bull market for bonds is over.  |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.  |
Registered Rep. March 1, 2012 Diana Britton |
Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors?  |
The Motley Fool March 11, 2011 Rich Smith |
Bond Guru Dumps U.S. Debt -- Time to Panic? PIMCO Total Return Fund unloads the last of its U.S. Treasury bonds.  |
Financial Planning July 1, 2005 Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.  |
The Motley Fool August 11, 2010 Alex Dumortier |
When Bond Royalty Goes Into Stocks PIMCO sees opportunity in foreign stocks.  |
Investment Advisor May 2007 |
Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again.  |
Financial Advisor June 2010 Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.  |
Financial Planning March 1, 2005 Justin Daniels |
Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.  |
Financial Advisor February 2008 |
Frontline News News of interest to the financial advisory industry: Fiduciary Network Buys Stake In Brouwer, Janachowski... Morningstar Names Top Fund Managers... Advisors Gather At Tech Show... State Of The Industry... etc.  |
Registered Rep. October 1, 2012 Stan Luxenberg |
Flexible (Bond) Funds Nontraditional funds that can sell short are attracting advisors' attention -- and client money.  |
BusinessWeek September 24, 2009 Roben Farzad |
Searching for True North Investing gauges are broken, market signals are mixed, and money managers don't know where to turn. What exactly is the "new normal"?  |
Financial Advisor February 2012 Marla Brill |
Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.  |
The Motley Fool October 11, 2006 Dan Caplinger |
Fixed Income Isn't Risk-Free Bonds can be good for your portfolio, but they come with their own risks.  |
Financial Advisor July 2011 Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs.  |
Registered Rep. March 31, 2015 John F. Wasik |
The Case For Fixed Income Active Management Does it still make sense to have a high-profile, actively managed bond fund in your clients' portfolios?  |
The Motley Fool September 13, 2011 Dan Caplinger |
Don't Follow Bill Gross Off the Cliff PIMCO bond maven Bill Gross throws in the towel. Should you?  |
Registered Rep. January 1, 2003 Stan Luxenberg |
Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late.  |
Financial Planning May 1, 2005 Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.  |
Financial Planning September 1, 2006 Donald Jay Korn |
TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work.  |