In this special one-hour presentation, Morningstar experts share their takes on how investors can navigate a world with slightly overvalued stocks, an uncertain interest-rate environment, and a slow-growing economy.
The big names in this category have more to prove before we can fully recommend them, says Morningstar's Eric Jacobson .
Individual investors can do OK buying individual Treasury bonds, but pitfalls proliferate in other credit sectors, says Morningstar's Eric Jacobson .
Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.
Morningstar's Eric Jacobson breaks down the nuances of GO, revenue, and tobacco bonds, warns about a yield pitfall to avoid, and offers best practices for researching muni fund portfolios.
Having Paul McCulley back as a mentor to the new generation of PIMCO leaders is an advantage, but it doesn't erase worries about succession, says Morningstar's Eric Jacobson .
These warning flags merit further investigation from bond-fund investors, says Morningstar senior fund analyst Eric Jacobson .
Although many fixed-income fund categories had a rocky 2013, investors should heed the dangers of swapping their bonds for cash or stocks, says Morningstar's Eric Jacobson .
With a tilt toward longer durations, worries over Puerto Rico, and large outflows, muni funds struggled in 2013, but they have something to offer investors, says Morningstar's Eric Jacobson .
The bond behemoth is having a year to forget, but Morningstar senior fund analyst Eric Jacobson believes this Gold-rated fund's long-term track record has earned investors' patience.