Trends and analysis for fixed-income investing strategies, including individual bonds, bond ladders, bond funds and bond ETFs.

60 Seconds: Craig Callahan 

By David A. Geracioti

A Q&A with Craig Callahan....

Not Every Recovery Looks the Same, a Q&A with a Bullish Value Manager 

By David A. Geracioti

Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get his—as usual—quant-influenced and very often contrarian views on the stock market. ...

Investors More Sophisticated, but Still Buying and Selling at Wrong Times  

By Stan Luxenberg

In recent years, shareholders have become smarter fund shoppers. But too many still buy and sell at the wrong times, says Don Phillips, Morningstar’s managing director....

After a Rollercoaster Year, Are TIPS Attractive?  

By Stan Luxenberg

Worried that big budget deficits will lead to inflation, plenty of advisors have been recommending Treasury Inflation-Protected Securities (TIPS). But for all the virtues of TIPS, they can be volatile creatures. ...

Bond Funds Facing Bleak Prospects? 

By Stan Luxenberg

Federal Reserve Chairman Ben Bernanke has been carefully signaling that the Fed stands ready to raise interest rates this year if the economy continues to mend. For bond funds that could be bad news. ...

Client Frugality, Risk Aversion Is the New Normal  

By Jerry Gleeson

Registered investment advisors report that their clients are closing their wallets and watching their dimes and quarters. ...

Navigating Estate Tax Changes 

By Kevin McKinley

If the current economic and investment climate aren’t enough to stimulate conversation with your high net worth clients, you may want to add “estate taxes” to the list of ongoing discussion topics. ...

Emerging Debt 

By Stan Luxenberg

There is a steadier way to participate in fast-growing developing economies: emerging market bond funds...

A Vicious Circle 

By Stan Luxenberg

Losses beget redemptions, which can beget more losses—and more redemptions...

Bright Spots 

By Stan Luxenberg

Not every fund is suffering huge cash outflows...

Luck Versus Talent 

By Nate Wendler

Much has been made of Miller’s recent underperformance. Is Miller a genius who has temporarily gone cold? Or was he just lucky—for 15 years?...

When Fear Creates Bargains 

By Nate Wendler

High-yield bond investors suffered more than most in 2008, and this sell off may have created an investing opportunity today...

Muni Bonds Are Still Boring But Really Cheap 

By Stan Luxenberg

Since the credit crisis began unfolding, many strange things have occurred in the fixed-income markets. Among the strangest has been the downturn of municipal...

Staying Alive 

By Stan Luxenberg

The first quarter was a rough one on bond funds. Here are some that not only survived, but did well....

To Catch A Muni Index 

By Stan Luxenberg

Since the first exchange-traded bond fund appeared in 2002, financial rocket scientists have struggled to launch a tax-free ETF. The development efforts...