2023 looks good for one extremely attractive asset class: Fund manager

Markets have bottomed and things are looking up for stocks and bonds, which could rally more than 10% in 2023, according to one portfolio manager. Jay Hatfield, CEO and portfolio manager at Infrastructure Capital Advisors, told CNBC Pro that his bullish case hinges on his expectation that inflation will be “declining rapidly.” “We expect 2023 … Read more

If You Own Bonds, Consider Tax-Loss Harvesting This Year

In a year where nothing seemed to work on Wall Street, investors still have a rare opportunity to make the best of a bad situation by tax-loss harvesting their bond portfolio.  Bond holders don’t do much tax-loss selling in an ordinary year. It is typically done at the end of the year and involves investors … Read more

Treasury yields muted as calm returns to bond markets after sell-off

U.S. Treasury yields were muted on Wednesday as global bond markets stabilized following the previous session’s sell-off on the back of a surprise policy shift from the Bank of Japan. The yield on the benchmark 10-year Treasury note was just under a single basis point higher at 3.6935%, while the yield on the 30-year Treasury … Read more

CIO shares stock picks to weather volatility in policy and inflation

Overly loose fiscal and monetary policy during Covid-19 was a “mistake,” according to the chief investment officer of asset management firm Antipodes Partners. Jacob Mitchell told CNBC’s “Street Signs Europe” Friday he expects to see a flip back to central banks “loosening policy aggressively” within 12 to 18 months to deal with the recessions set … Read more

Beauty of munis is tax-free income. Avoid some common investor mistakes

After years of TINA, or the “there is no alternative” to stocks, bonds are once again in the spotlight. The selloff in bonds this year has pushed prices down and yields up, making municipal bonds an attractive place to seek income, especially for high-income investors in states with the high marginal tax rates. But there … Read more

Year-end rally ignited as rates fall and loosen their grip on stocks

Treasury yields fell sharply and eased their grip on the stock market Thursday, helping fuel the monster rally that broke out after a report of cooler-than-expected inflation data. The rise in yields this year has choked off stock market gains and weighed on technology and growth stocks in particular. They are high-priced stocks that do … Read more

Series I bond rate is 6.89% through April 2023

Jetcityimage | Istock | Getty Images The U.S. Department of the Treasury on Tuesday announced Series I bonds will pay 6.89% annual interest through April 2023, down from the 9.62% yearly rate offered since May. It’s the third highest rate since I bonds were introduced in 1998, and investors may lock in this rate for six months … Read more

Municipal Bonds Are Offering the Yields You’re Looking For. Here’s Where to Look.

A historic rout in the bond market this year has resulted in the highest yields on municipal bonds in 15 years—and what looks like an excellent buying opportunity. At midweek, the muni market, as measured by the Bloomberg Municipal Bond Index, was down 13%, its worst showing in at least 40 years, as the yield … Read more

The Stock Market Had a Great Week, but It Hasn’t Gone Anywhere in a Month. Inside a Very Volatile Market.

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UK cliff edge arrives as Bank of England prepares to end bond buying

The Bank’s Financial Stability Committee on Sep. 28 announced a two-week emergency purchase program for long-dated U.K. government bonds. Bloomberg | Bloomberg | Getty Images LONDON — The Bank of England’s emergency bond-buying program draws to a close on Friday, with traders remaining on edge as volatility in the U.K. bond market looks set to … Read more