iShares Total Return Active ETF (BRTR) offers a well-constructed, intermediate-duration bond portfolio, aiming to outperform ...

As of this writing, the S&P 500 has returned more than 14% year-to-date, while the more conservative Aggregate Bond Index has ...

IShares Core US Aggregate Bond ETF AGG’s steady portfolio makes its cheapest share classes attractive. The exchange-traded fund tracks the Bloomberg US Aggregate Bond Index, which includes taxable, ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter. A copy of ...

This analysis is by Bloomberg Intelligence Senior Analyst Christopher Ratti. It appeared first on the Bloomberg Terminal. ESG-related bond indexes that we monitor rose through the first two weeks of ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the Fund (Class I ...

The Fund seeks to provide investment results that correspond generally to the price and yield performance of an index that tracks the U.S. dollar denominated investment grade bond market over the long ...

Adding an asset that aims to generate positive returns uncorrelated with the equity, bond or credit market (like an equity market neutral strategy represented by the Credit Suisse Equity Market ...

Broad-market index funds have a reputation for being inexpensive and straightforward. Yet, fees are not the only differentiator for pure passive strategies within the same asset classes. Seemingly ...