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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. BlackRock Equity CIO Chris Leavy Takes Medical Leave

    Paul Davis departs Charles Schwab Investment Management, a manager change at Ariel, and a foreign currency manager at JP Morgan exits.

  7. Target-Date Funds Add Stamps to Their Passports

    Morningstar research shows increased allocations to foreign markets in target-date funds.

  8. Target-Date Funds Add Stamps to Their Passports

    Morningstar research shows increased allocations to foreign markets in target-date funds.

  9. Reverse Alchemy

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

  10. Fidelity and BlackRock Broaden ETF Partnership

    Fidelity has more than doubled the number of commission-free iShares ETFs available through Fidelity's brokerage platform. Also, Joe Balestrino to leave Federated, a host of manager changes at Winslow Capital, Prudential cuts ties with Marsico, and fund closings at Touchstone and Prudential.

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