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Will International Stocks Outperform in 2015?
by Jeffrey Kleintop
November 25, 2014

The U.S. current account—a measure of trade and investment flows in and out of the U.S.—may provide clues to where international stocks are headed relative to U.S. stocks.

What Central Banks Have Learned About Interest Rate Hikes
by Jeffrey Kleintop
November 13, 2014

A number of economies have had to reverse interest rate hikes in the last five years. What have central banks learned from this experience?

What a Republican Congress Means for Key Issues
by Michael T Townsend
November 07, 2014

We think the Keystone pipeline and repeal of the medical device tax may be on the agenda in a newly Republican Congress, but tax reform is a long shot.

Bond Market Liquidity Could Shrink When Rates Rise
by Kathy A Jones
November 03, 2014

When the Federal Reserve raises interest rates, market liquidity could become a problem for bonds.

3 Myths About Retirement Income Strategies
by Rob Williams
October 31, 2014

It can be hard to differentiate sound advice from red herrings when formulating retirement income strategies. We list three myths and why they're wrong.

What the “Shutdown” by Europe's Government Means for Stocks
by Jeffrey Kleintop
October 30, 2014

While the European Central Bank is prevented from enacting more aggressive stimulus, the European stock market may underperform.

How Are High-Yield Bonds Hurt by Falling Oil Prices?
by Collin Martin
October 24, 2014

Energy companies are now the second-largest issuers of high-yield bonds.  As a result, oil prices can have a significant effect on the high-yield bond market.

Will Global Risks Force the Fed to Change Course?
by Kathy A Jones
October 16, 2014

The Federal Reserve's interest rate projections are much higher than the market's. Will changes in the global economy prompt a change from the Fed?

How Earnings Season Is Like Homecoming for Investors
by Jeffrey Kleintop
October 15, 2014

Earnings season is a time for investors to focus on the traditional measure of value: earnings.

Convertible Bonds Delivering Stock-Like Returns
by Collin Martin
October 02, 2014

Convertible bonds have posted attractive returns, but we think bond investors should view them more like stocks.

Retirement Income Planning: What's Your Risk Capacity?
by Rob Williams
September 30, 2014

You've probably heard about risk tolerance, but when it comes to retirement income planning, a more important thing to understand is your risk capacity.

Not Always Tax Free: 7 Tax Traps of Municipal Bond Investing
by Cooper J Howard and Rob Williams
September 24, 2014

If you're interested in tax-free municipal bonds, you might want to keep an eye out for these seven tax traps.

What Does a Strong Dollar Mean for Your Bond Portfolio?
by Kathy A Jones
September 19, 2014

The U.S. dollar has been climbing for several months. Find out what a strong dollar means for the bonds in your portfolio.

2 Reasons To Consider Premium Bonds
by Collin Martin
September 04, 2014

With premium bonds, you pay more for the securities than their par value. We explain why it might make sense to do this.

Investment-Grade Corporate Bonds Delivering Strong Returns
by Collin Martin
August 29, 2014

As Treasury yields have fallen this year, returns on investment-grade corporate bonds have climbed. Should you still consider investment-grade bonds?

How Will California Water Shortage Affect Water Utilities' Municipal Bonds?
by Cooper J Howard and Rob Williams
August 27, 2014

California's water shortage has prompted usage restrictions, potentially hurting revenue at water utilities. What will happen to their bonds?

Fannie Mae and Freddie Mac: Reform of Housing Giants Remains in Limbo
by Michael T Townsend
July 01, 2014

With efforts to reform Fannie Mae and Freddie Mac stalled this year, it will likely be 2015 before we see another attempt at reform. 

Preferred Securities: Are They a Smart Investment Now?
by Collin Martin
May 21, 2014

Preferred securities have delivered double-digit returns this year, but we think the bull run may not last.

Bonds: What You Need to Know About Yields
by Collin Martin
April 10, 2014

It's not hard to understand yield to maturity and the other types of bond yields. Here's what you need to know.


Investors should consider carefully information contained in the prospectus, including investing objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income and small capitalization securities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.