Saturday, May 25, 2013
READING INDICATORS
Bernanke and company won't make or break the economy single-handedly, writes Morningstar's Bob Johnson
VIDEO REPORT
On average, investors underperform a simple buy-and-hold strategy by 3% per year, says Barclays' Greg Davies. So how can we avoid making bad investment decisions?
SPECIAL REPORT
This week, Morningstar's Christine Benz helped investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
WHAT YOU'RE READING
The week's top articles, videos, news, and reports.
STOCK STRATEGIST
We're still bullish for the long term, but the stock may have gotten ahead of itself in the short term.
REKENTHALER REPORT
On bubbles, balanced investing, and Rekenthaler's latest fail.
CEF WEEKLY
We look at two facets for analyzing emerging-markets bond CEF distributions.
FUND TIMES
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
ETF INVESTING
Don't forget about quality when investing in dividend-paying companies abroad.
VIDEO REPORT
The Federal Reserve has leeway to remain stimulative, given lackluster economic growth amid current export and fiscal policy headwinds, says Morningstar's director of economic analysis.
THE SHORT ANSWER
Vanguard and Fidelity are among fund shops that don't offer the accounts to those beginning to save for educational expenses.
PERSPECTIVES: Research Affiliates
Does the apparent dearth of financial genius mean the investment industry is in crisis?
MORNINGSTAR CONFERENCE PREVIEW
As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.
Market Barometer
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| Lg |
| Md |
| Sm |
Value—Growth
Day Return
| +1.25% 0 -1.25% |
1Wk Return
| +1.25% 0 -1.25% |
1Mo Return
| +4% 0 -4% |
3Mo Return
| +8% 0 -8% |
1Yr Return
| +20% 0 -20% |
3Yr Return
| +20% 0 -20% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
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May 24
Market Consensus
1.6%
Actual
3.3%
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10.1%
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May 28
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72.5
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NA
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340K
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