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David Falkof

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  1. What Damage Can Rising Rates Do?

    Though some assets are more sensitive to interest rates, even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.

  2. The Advantages of Buying Local

    Proximity to well-managed growth-oriented companies allow Morningstar 2012 Domestic-Stock Fund Managers of the Year Bill Frels and Mark Henneman to get the complete picture of their stock ideas.

  3. Mairs & Power Getting Growth From Abroad

    As stateside growth remains sluggish, Bill Frels and Mark Henneman--Morningstar's 2012 Domestic-Stock Fund Managers of the Year--note that some of their top long-term holdings are going beyond boundaries.

  4. New T. Rowe Target-Date Series Aims for Less Volatility

    T. Rowe's new target-date strategy differs from its flagship product by providing a lower equity allocation at retirement time and creating more predictability of returns, says manager Jerome Clark.

  5. Loomis Sayles Boosts Its Ranks

    Mark Madden leaves TCW, Oppenheimer adds comanagers, and JPMorgan's Glen Gawronski takes a leave of absence.

  6. Artio Global Investment Shuttering U.S.-Equity Funds

    Western makes manager changes, Loomis Sayles to rename a fund, and star Vanguard health-care manager to retire.

  7. Columbia Merges Away More Poor Funds

    Bart Geer takes over BlackRock Basic Value, Marsico Capital restructures its debt, and more.

  8. Reverse Alchemy

    How one fund turned its Morningstar Analyst Rating from Gold to Neutral and other recent ratings changes.

  9. Ratings Changes for Funds From Artisan, GoodHaven, JP Morgan, and BlackRock

    Our assessment of management and management changes fueled two upgrades and two downgrades recently.

  10. Ratings Changes for Funds From Artisan, GoodHaven, JP Morgan, and BlackRock

    Our assessment of management and management changes fueled two upgrades and two downgrades recently.

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