Investing Topics: Fixed Income

Like a moth to a flame, income-seeking investors often gravitate toward the biggest yields; all too many end up getting burned.

We continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for our small basket of fixed-income securities. In this update, we highlight four new bond ideas and cash out of one of our existing positions.

The growing popularity of green bonds creates opportunities for savvy investors and can help utilities to reduce their cost of capital.

With many utility stocks trading at frothy valuations, a big yield is hard to find.  

Our basket of junk bonds outperformed in a challenging fourth quarter.

We add three bonds to our basket of fixed-income securities.

Our basket of fixed-income securities has done well, thanks to the rally in bond prices.

The recent rally in utility stocks has pushed valuations to elevated levels and lowered dividend yields. We explain our strategy for navigating this environment.

The hubbub surrounding the unveiling of Tesla Motors’ Model S has resulted in a bumper crop of articles about the ascendancy of electric vehicles and reduced demand for fossil fuels. These headlines attract eyeballs, but they don’t necessarily shed light on the best opportunities for investors who want to profit from the long-run succ