Monday, February 13, 2012
VIDEO REPORT
Morningstar director of fixed-income research Eric Jacobson dives into some of Morningstar's favorite flexible core bond funds and why investors should consider tapping active bond managers in today's environment.
BOND STRATEGIST
For credit spreads to tighten further, we expect the market will require three things.
DAY 1: ON THE TAX RADAR
Advanced planning can help reduce your tax bills if and when tax rates pop back up.
FUND SPY
Given the number of emails and calls we're getting, we're not alone in wrestling with tactical asset allocation.
STOCK STRATEGIST INDUSTRY REPORT
The move toward shale plays has elevated the importance of quality rigs.
ETF WEEKLY
An end may be in sight for the delays that have plagued ETF providers seeking exemptive relief to launch funds using derivatives.
PREMIUM MEMBER SPECIAL REPORT
Premium Member Exclusive: The U.S. is particularly well situated compared with almost any other economy in the world right now, says Morningstar's director of economic analysis. In this special hour-long presentation, Bob Johnson reveals four factors that should push 2012 GDP growth ahead of 2011's rate.
OPTION SPOTLIGHT
Low implied volatility may make downside cheap enough on these overvalued names.
FUND TIMES
Current comanager Ian Lapey will take the reins.
CEF WEEKLY
CEFs allow you to expand your menu of options beyond mutual funds and reap the benefits, says Morningstar's Mike Taggart.
IMPROVING YOUR FINANCES
Employing the research on flexible withdrawal rates calls for a healthy dose of common sense, says Morningstar's
Christine Benz.
Christine Benz.
PERSPECTIVES: T. Rowe Price
Years of underperformance and negative sentiment toward the sector have the potential to create a positive outcome for financials, says T. Rowe Price's Eric Veiel.
VIDEO REPORT
The Fed's commitment to keep rates low for years may have diminished interest-rate risk for Treasury investors, but inflation could still swallow up returns, says Morningstar's Eric Jacobson.
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