As of year-end 2013, approximately $175 billion was committed to fundamental investment strategies and so-called “smart beta” or “alternative beta” implementations (according to ETF.com). But whether these strategies and implementations are basi...
Rates could climb if there is a surge in borrowers competing for loans
If long rates remain flat, continue to hold intermediate funds
Default rates should remain low as long as the economy stays healthy
Delaying Social Security benefits is the equivalent of getting about a 6.5 percent bond return, said industry blogger and financial planning guru Michael Kitces. Speaking during the 2014 Morningstar Investment Conference in Chicago, Kitces told...
Smart beta—or alternative beta, as some call it—is getting a lot of attention from investors and advisors these days, and many fund managers are launching new strategies in this area. These funds weight holdings in unconventional ways...
Morningstar investment analysts spoke about the current state of the market and their investment recommendations during a roundtable panel discussion on Wednesday at the Morningstar Investment Conference. Here are the top takeaways.
Unconstrained bond managers are free to roam the world, trying to squeeze money out of any debt instrument they can find
Find companies that have a combination of low price and high quality
Hungary, Poland, Mexico and South Korea are among the countries poised to handle a pull back in U.S. monetary stimulus