For quarter ended March 31, 2025, Calamos Core Plus Fixed Income Strategy returned 2.71% (gross of fees) and 2.61% (net of fees) versus Bloomberg US Aggregate Index return of 2.78%. The US ...

For years, fixed-income investments were overlooked in favor of high-growth equities and alternative assets, as low interest rates made bonds and similar instruments less appealing. However, the tide ...

Forbes contributors publish independent expert analyses and insights. Specialist in global markets, economics and alternative investments. Stock market indexes are at near record highs following the ...

Putnam BDC Income ETF offers a high 10.55% yield by investing in business development companies but comes with a steep 13.49% expense ratio. PBDC's performance is highly sensitive to Federal Reserve ...

Fixed-income investors are adjusting their strategies as indicators point to a weakening American economy, coupled with increasing support within the Federal Reserve for interest rate cuts. This shift ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

The market goes up. The market goes down. And with volatility, one thing many advisors see consistently is increased interest in fixed-income investments. Processing Content Curiosity in fixed income ...

Benz: Vanguard has put a big emphasis on active fixed-income management in the past couple of years. Can you give us some background on what’s driving that interest? And also how do you think about ...

The 2016 calendar year ended with signs of a possible, gradual return to a reflationary and rising-rates environment. Yet, with continued uncertainty as to the likelihood of such a development, and ...

MicroStrategy (MSTR), the enterprise software firm turned Bitcoin powerhouse, plans to refine its capital-raising strategy as it accelerates cryptocurrency acquisitions. Co-founder and Chairman ...