Though some assets are more sensitive to interest rates, even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.
Retirees should think twice before adding foreign-currency-denominated bonds, dedicated emerging-markets funds, and alternatives to their portfolios, says Morningstar's Christine Benz.
Fixed-income investments are still necessary, but with tight credit spreads right now, obtaining extra yield carries heavy risks, says Zebra Capital chairman Roger Ibbotson .
During his keynote presentation at the Morningstar Investment Conference, the PIMCO manager made the case that high debt levels and a need for financial stability mean that central banks should keep real rates close to zero for some time.
Equity investors looking for higher returns should consider low-volatility, less liquid stocks, which outperform their higher-risk peers over the long term, says Zebra Capital chairman Roger Ibbotson .
In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.
Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.
Certain job characteristics, real estate assets, small-business ownership stakes, and pensions could require a more customized investment allocation, says Morningstar Investment Management's David Blanchett.