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  1. Rising-Rate Concerns Push Investors to Noncore Assets

    May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.

  2. It May Not Have Been the Month You Thought It Was

    Treasuries weren't the only casualty in May 2013. 

  3. A Dress Rehearsal for the End of QE3?

    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.

  4. Muni Bond Funds Post Third Week of Outflows

    The amount of money investors have withdrawn from municipal bond mutual funds, at $1.61 billion for the week of June 12, continues to climb and break records for the year.

  5. Morningstar Reports U.S. Mutual Fund Asset Flows Through May 2013

    Morningstar Reports U.S. Mutual Fund Asset Flows Through May 2013

  6. Two "Newest" Value Line Funds to Reach 20-Year Anniversary Milestone in 2013

    Two "Newest" Value Line Funds to Reach 20-Year Anniversary Milestone in 2013

  7. Using Alternatives in Practice

    Advisors and clients need to understand what they’re buying and the role a strategy has in a portfolio.

  8. Mental Preparation for Market Volatility

    Morningstar's Christine Benz offers tips on how to handle your portfolio's stock, bond, and cash stakes when markets shake investor confidence.

  9. Surviving Bond Rate Hikes

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

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