What’s going on in the bond market — and what will it mean for mortgage-loan rates?

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Also: dividend stocks, China's economic problems, the rise of Uber and advice from the Tax Guy.

During a period when long-term interest rates are rising quickly, you will see headlines that bonds are performing poorly, because their market values must decline as interest rates go up. But long-term investors who hold bonds for income may have a different opinion: If bond issuers are making their interest payments, the bonds are performing well. Still, it isn’t fun to watch your market value and your portfolio balance decline.

Joy Wilthermuth interviews Ryan Murphy, director of fixed-income business development at Capital Group, who explains why bond investors should wait while getting paid their interest and “know this is going to work out in the end.” Sam Reid co-manages the River Canyon Total Return Bond Fund RCTIX, which is rated five stars, the highest rating, by Morningstar. He explains how the fund makes use of credit-investing strategies employed by hedge funds managed by the same firm.

Another approach to dividend stocks is to hold them long term to build income streams over time. This means the initial dividend yields may not be very high. Here are 20 dividend stocks that have been the best income growers in the S&P 500 over the past five years, among those that began with dividend yields of at least 1.5%.

Retail ‘shrink’ and a price comparison Retailers had mixed news for investors this week, as usual, but there was also a lot of attention on shoplifting and other causes of inventory “shrink.”James Rogers reports on retailers comments’ about theft and inventory shrink in general:

 

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