Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable-bond fund, yield risks and other key focus points, and some of her muni-fund recommendations.
Morningstar's Christine Benz and Miriam Sjoblom debrief investors on the floating NAV, capital buffer, and redemption restriction proposals for money market funds.
Muni-bond funds continue to experience high investor demand, and Morningstar's Miriam Sjoblom offers picks for core and noncore holdings.
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market.
Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.
Concerns of global systemic shocks have lessened from previous levels, and corporate issuers are more likely to take on riskier bets, according to Dodge & Cox's Tom Dugan.
The factors that drove bond prices higher in 2012 are much weaker in 2013, and investors should have a modest intermediate-term outlook on their fixed-income holdings, says Dodge & Cox's Tom Dugan.
MetWest's Tad Rivelle says recent swings in the fixed-income market are representative of conditions when QE3 ends, and he is eyeing asset classes with low Treasury correlations.
Some analyst-approved intermediate-term bond funds are keeping durations on the short side.
Brown Brothers Harriman launches a concentrated large-blend fund investing in U.S. and foreign stocks; Vanguard reopens its Capital Opportunity fund to individual investors; Franklin Templeton rolls out an emerging-markets bond fund; USAA seeks permission to create actively managed ETFs; and ...