Recent sales underscore the perils of timing interest-rate changes--and the virtue of patience.
Bank loans and financials stocks could rise if rates do, but interested investors should be careful not to overpay.
The risk of bank-loan defaults is muted at the same time investor demand for such products remains elevated, but this volatile asset class is not for near-term cash needs, says Fidelity's Eric Mollenhauer.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Investors continued their search for income in May, as the future of monetary policy came into sharp focus during the month.
Investors remained focused on moats and income in April, while plummeting gold prices raised interest in gold-focused ETFs.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
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.
With investor interest in bank loans at elevated levels, Morningstar's Sarah Bush and Tim Strauts offer their highest-conviction mutual fund and ETF picks for those seeking exposure to this asset class.
Those buying bank-loan funds now may be trading one risk for another.