Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities—and bearish on bonds.
Record municipal bond outflows last week represent a short-term blip in the market, according to some industry sources. The underlying causes were uncertainty about tax rates and Build America Bond subsidies, as well as seasonal supply and demand...
In normal times, gridlock is wonderful for real returns. But these aren't normal times. In times of crisis, a Congress that cannot undo its mistakes is not good
The Dow closed at its highest level since Lehman went broke in 2008. Retail clients, of course, missed out and continue to be scared..
60 Seconds: Craig Callahan
Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get...
In recent years, shareholders have become smarter fund shoppers. But too many still buy and sell at the wrong times, says Don Phillips, Morningstar’s managing director.
Treasury Inflation-Protected Securities (TIPS). But for all the virtues of TIPS, they can be volatile creatures.
