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Article Archive Investment Insights

Are Some Flexible Funds Proving Academics Wrong?Janet Yang, CFA07/29/2014
China Opens its Onshore Equity Markets to ForeignersPatricia Oey07/25/2014
How Safe Is Your CEF's Distribution?Sumit Desai, CFA07/25/2014
Watch Out for the Tax Bill on These FundsLaura Lallos07/24/2014
Hidden Risks in Emerging-Markets Debt?Patricia Oey07/23/2014
The Trade-Off Between Diversification and KnowledgeSamuel Lee07/22/2014
The Temptations and Dangers of Higher-Yielding FundsSarah Bush07/22/2014
In 2014's First Half, MLPs Reign KingCara Esser07/18/2014
Strategic Beta: Taking the Alpha Out of AlphaDEXMichael Rawson, CFA07/18/2014
Investors Are Fleeing These 3 Funds, but Should They?Greg Carlson07/17/2014
Back to MarkowitzPaul Kaplan07/16/2014
A Closer Look at the Total Cost of ETP Ownership: Bid-Ask SpreadsMichael Rawson, CFA07/16/2014
Tread Cautiously in the Overvalued Utilities SectorRobert Goldsborough07/11/2014
Comeback Kids: Municipal Funds Made a Strong Showing This YearCara Esser07/11/2014
Can the FPA Way Survive Generational Change?Dan Culloton07/10/2014
A Rough Road for Financial-Services ETFsRobert Goldsborough07/09/2014
Scrounging for Yield Is DangerousSamuel Lee07/08/2014
The Target-Date Industry in 5 ChartsJanet Yang, CFA07/08/2014
Bond Investors Still Playing Chicken With the Fed and RatesSumit Desai, CFA07/04/2014
A Low-Cost, Currency-Hedged International-Bond ETFThomas Boccellari07/04/2014
Currency Hedging Makes International Bonds Easier to OwnThomas Boccellari07/03/2014
5 Things Your Fund Company Won't Tell You About Non-Traditional-Bond FundsEric Jacobson07/03/2014
Target-Date Funds Get Cheaper, Use Tactical Allocation WellJanet Yang, CFA07/01/2014
Muni Takeaways From the Morningstar ConferenceCara Esser06/27/2014
This Fixed-Income ETF Has Its Trade-OffsAlex Bryan06/27/2014
3 Good Funds With Big Credit RisksShannon Zimmerman06/26/2014
Making Contrarian Investing WorkAlex Bryan06/25/2014
Faber: Why Market-Cap Weighting Falls ShortSamuel Lee06/24/2014
Evaluating Changes in a Multimanager LineupGregg Wolper06/24/2014
Passive vs. Active: Debating International Small CapsAbby Woodham06/20/2014
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