Recent data looks a little soft, but a better housing market should buoy up the weaker areas of the economy and make for a steady, staid 2015, says Morningstar's Bob Johnson .
Even if TIPS aren't cheap, those looking to build a long-term bulwark against inflation should consider the asset class.
These top managers continue to focus on higher-quality dividend-paying stocks in a market that has become more volatile of late.
We delve into how foreign-bond funds performed in previous rising-rate environments and find some surprising results.
Rapid expansion of the more frugal 65-and-over population will be a headwind on consumer spending and economic growth.
Trade data, low rates abroad, and diverging growth patterns support a stronger dollar, says Morningstar's Bob Johnson .
February's employment report showed surprising growth in the jobs market, but further acceleration in the months ahead is unlikely, says Morningstar's Bob Johnson .
Undervalued Capital One benefits from improving U.S. consumer and overall economy.
Demographic trends could lead to a shortage of workers in the coming years, potentially boosting the wages of some skilled positions but hurting corporate earnings, says Morningstar's Bob Johnson .
The Fed's eventual rate hike may dislocate markets in the short term, but higher rates are necessary to bring us back to normal, says Morningstar's Bob Johnson .