Recently, my colleague Sara Shores and I discussed factor investing and smart beta and what they mean for fixed income markets. Our conversation took us through the different types of factors: macro ...

The majority of fixed-income managers’ excess returns come down to just two things: a bond’s life, or duration, and the quality of the company that has issued it. With that in mind, Northern Trust ...

Think factor investing isn’t really a thing with bond funds? Think again. The traditional equity factors of value, low volatility, and momentum are also driving returns in fixed income securities, ...

What Are Retirement Income Investments? Retirement income investments are financial assets purchased with the aim of generating a steady income stream for retirement. These assets may include a wide ...