Displaying 526 results
Morningstar brings smart beta into the active-passive debate
Breakfast with Benjamin Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
Mutual fund investors continue to suffer from buying high, selling low: Morningstar
Investors typically lose when trying to time the market. But some experts like AQR's Cliff Asness and Rob Arnott of Research Affiliates say a little market timing may not be so bad.
Pimco issues urgent warning about state of commercial real estate market
Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this
Lessons learned while working overseas
Morningstar's Sheryl Rowling has advice for how to best adapt to changing conditions as she works remotely from Spain.
Advisers managing $600 million leave Morgan Stanley to start RIA firm
The wirehouse advisers create independent wealth management firm We Are One Seven in Cleveland
Puerto Rico default could blindside investors in municipal bonds
Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.
Voting with their feet, investors show fund companies how they feel about high fees
Breakfast with Benjamin The message is being put out loud and clear: investors want lower-cost investment products.
Morningstar: The more you pay, the less you get from funds
High-fee, actively managed funds fail in the long term.
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
Loomis Sayles goes global as investors continue to shun domestic equity funds
New fund will leverage expertise, diversify product lineup.
ValueLine joins other asset managers by embracing liquid alternatives
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
American Funds says low fees, manager ownership can save actively managed funds
Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.
Morningstar expands access to ESG fund scores for socially conscious investors
Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.
Value stocks poised to take the lead from growth investing
A looming earnings recession favors utilities, staples, dividend-payers.
Morningstar’s sustainability effort kicks off with ESG scores on 20,000 funds
Scoring funds for social, environmental and governance factors feeds a growing investor appetite
Keeping mutual fund cash in perspective
Most fund managers want to stay fully invested.
India cover story
It would be difficult to overstate the economic and demographic momentum of India. The country of 1.3…
What we’ll remember about the markets in 2015
Some highs and lows, swings and misses
Cheap oil presents new investment opportunities
MLPs move back into the spotlight for patient investors
Making the case for market-timing with humility
Breakfast with Benjamin Morningstar's John Rekenthaler clarifies after recently referring to market-timers as “circus clowns minus the funny suits.”
