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☆ Op-ed: Fixed income is back in the spotlight. Here's how investors can take advantage
  + stars: | 2023-11-01 | by ( Christopher Gunster | Head Of Fixed Income At Fidelis Capital | Kaitlin Bender-Thomas | ) www.cnbc.com   time to read: +5 min
But in recent quarters, we have witnessed a dramatic shift higher in interest rates, a move that investors should not fear but embrace. In addition to the rise in nominal interest rates, we have also experienced a similar increase in real interest rates (rates adjusted for inflation). Granted, the journey to higher yields has been painful to bond investors. When calculating fixed-income returns for most bonds, there are two components: price return and income return. As an example, the Bloomberg Aggregate Bond Index posted a price return of -15.3% and an income return of +2.3%.
Persons: Bonds, Taylor Swift Organizations: Istock, Getty, Treasury, Bloomberg, Bond, Federal
☆ Treasury Department announces new Series I bond rate of 5.27% for the next six months
  + stars: | 2023-10-31 | by ( Kate Dore | Cfp | Kaitlin Bender-Thomas | ) www.cnbc.com   time to read: +1 min
How to calculate I bond ratesThe Treasury adjusts I bond rates every May and November, and there are two parts to I bond yields: a variable and fixed portion. The variable rate moves every six months based on inflation, and the Treasury can change the fixed rate every six months, but that doesn't always happen. The variable rate resets every six months starting on the investor's I bond purchase date, not when the Treasury announces new rates. Currently, the variable rate is 3.94% and the fixed rate is 1.30%, for a rounded combined yield of 5.27% on I bonds purchased between Nov. 1 and April 30. However, the headline rate may be different than what you receive because the fixed rate stays the same for the life of your bond.
Persons: Ken Tumin Organizations: U.S . Department of, Treasury
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