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Top related persons:
Paul Winter - 3 Jerome Powell - 2 Dave Lamb - 1 Lamb - 1 Jeffrey Gundlach - 1 Robert Finley - 1 BOE - 1 Nuveen's Lamb - 1
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York New York Treasurys BNY Mellon
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Five - 3 Treasury - 1 Western Asset - 1 Muni Fund - 1 Asset Management - 1 Virtus - 1 Strategy - 1 BlackRock - 1

Search resuls for: "Paul Winter"


5 mentions found


☆ Closed-end funds can generate income – and they’re cheap. Here’s how they might fit in your portfolio
  + stars: | 2023-11-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Closed-end funds offer a fixed number of shares, but they also trade publicly on exchanges. Right now, a confluence of events is resulting in some sharp discounts for closed-end funds, especially for those that hold bonds. Investors in closed-end funds have shed some of those holdings and that's resulting in sharper discounts to net asset value. Closed-end fund plays Financial advisors have called out closed-end funds holding municipal bonds as a way to add duration on the cheap. Closed-end funds offer other ways to pick up income: Paul Winter, CFP and portfolio manager at Five Seasons Financial Planning, likes funds that use buy-write strategies.
Persons: Dave Lamb, Lamb, Jeffrey Gundlach, Robert Finley, Paul Winter, BOE, Nuveen's Lamb Organizations: Treasury, Western Asset, Muni Fund, Asset Management, Five, Virtus, Strategy, BlackRock Locations: New York, York
☆ This little-known income play offers portfolios price stability and yield
  + stars: | 2023-06-26 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Floating rate notes' short duration gives them a measure of relative price stability, while offering investors' portfolios some support through variable income. It's the prospect of higher rates for longer, along with the inverted yield curve, that make floating rate notes an attractive play for some. For his clients, Winter has committed between a quarter and a third of investors' fixed income allocation to floating rate notes. "It's lower coupon rates versus the opportunity to lock in high fixed rates now if you consider the environment," said Collin Martin, fixed income strategist at Charles Schwab. That means in a recession, you may not get an increase in floating rate note prices to offset a decline in equities, he said.
Persons: Allison Bonds, Bonds, Jerome Powell, Paul Winter, Winter, aren't, Collin Martin, Charles Schwab Organizations: State Street's U.S, Treasury Bond ETF, Federal Reserve, Federal, Five Locations: Treasurys
☆ Municipal bonds can offer your portfolio tax-free income and stability as recession fears loom
  + stars: | 2023-06-21 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
"People see [municipal bonds] as a defensive position for two reasons," said Shannon Saccocia, chief investment officer at NB Private Wealth. "Historically, municipal bonds have had low default rates," wrote Jared Woodard, investment and exchange-traded fund strategist at Bank of America, in a June 12 report. For instance, there's the Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares (VCAIX) and the Nuveen New York Quality Municipal Income Fund (NAN) . In select situations, some advisors are recommending closed-end municipal bond funds. Closed-end muni bond funds trading at a deep discount include the BNY Mellon Municipal Income (DMF) and the MFS High Income Municipal (CXE) .
Persons: Shannon Saccocia, Jerome Powell, Jared Woodard, Nisha Patel, Patel, Paul Winter Organizations: Bank of America, Bond, Muni Bond ETF, Vanguard, Income Fund, Five, BNY, Income Locations: York, BNY Mellon
☆ Bond yields soar as markets weigh threat of a recession. What it means for your investments
  + stars: | 2022-09-23 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
Bond yields jumped this week after another major rate hike from the Federal Reserve, flashing a warning for market distress. The policy-sensitive 2-year Treasury yield on Friday climbed to 4.266%, notching a 15-year high, and the benchmark 10-year Treasury reached 3.829%, the highest in 11 years. The yield curve inversion, occurring when shorter-term government bonds have higher yields than long-term bonds, is one indicator of a possible future recession. Higher bond yields create more competition for funds that may otherwise go into the stock market, Winter said, and with higher Treasury yields used in the calculation to assess stocks, analysts may reduce future expected cash flows. What's more, it may be less attractive for companies to issue bonds for stock buybacks, a way for profitable companies to return cash to shareholders, Winter said.
☆ Benchmark bond yields are ‘bad news' for investors as the Fed hikes rates by 0.75%. What it means for your portfolio
  + stars: | 2022-09-21 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
As investors digest another 0.75 percentage point interest rate hike by the Federal Reserve, government bonds may be signaling distress in the markets. Ahead of news from the Fed, the policy-sensitive 2-year Treasury yield climbed to 4.006% on Wednesday, the highest level since October 2007, and the benchmark 10-year Treasury reached 3.561% after hitting an 11-year high this week. When shorter-term government bonds have higher yields than long-term bonds, known as yield curve inversions, it's viewed as a warning sign for a future recession. Higher bond yields create more competition for funds that may otherwise go into the stock market, Winter said, and with higher Treasury yields used in the calculation to assess stocks, analysts may reduce future expected cash flows. What's more, it may be less attractive for companies to issue bonds for stock buybacks, a way for profitable companies to return cash to shareholders, Winter said.
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