New research shows that holding unpopular stocks and avoiding hot ones can lead to outperformance over time, says Zebra Capital Management's Roger Ibbotson .
Instead of timing the ups and downs, investors should hold stocks for the long run and look to short-duration bonds as portfolio diversifiers, says Zebra Capital Management's Roger Ibbotson .
Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
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 .
Investors should keep an eye on valuations and gauge their portfolios' vulnerability to inflation and rising interest rates when rebalancing, says Morningstar's Christine Benz.
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 .
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.
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.