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  1. How to Ride a Rate Storm

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  2. Worried About Bond-Fund Risks? Get Ready to Sleuth Them Out

    Tips on using past performance, portfolio data, and yield to gauge your holdings' potential trouble spots.

  3. REITs in a Rising Interest-Rate Environment

    All investments involve risk, including possible loss of principal. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information provided in this posting is not a complete analysis of every material fact regarding any country, region, or market. Comments, opinions and analyses contained herein are those of the author and are for informational purposes only. Because market and economic conditions are subject to change, the comments, opinions and analyses are rendered as of the date of this posting and may change without notice. Certain statements contained herein are intended to provide insight on macro-economic issues and this commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. Reliance upon information in this posting is at the sole discretion of the viewer. Please consult your own professional adviser before ...

  4. Bond Portfolio Duration and the Flaw of Averages

    While a fund’s duration is useful, investors need to understand where the bonds sit on the yield curve to understand its impact.

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