ETFInvestor editor Sam Lee says Fed-taper fears have forced several closed-end funds to trade at discounts compared with ETFs or mutual funds of similar strategies.
The world is probably going to show some broader growth in 2014, permitting the Fed to do what we all want it to do: go back to normal someday, says Nuveen chief equity strategist Bob Doll.
U.S. equity funds have seen their strongest inflows since 2000 this year, as passive funds continue to garner strong interest, active fund outflows moderate, and investors sell their core bond funds.
Templeton Global Bond manager Michael Hasenstab outlines his criteria for investing in developing markets, and explains why he sees opportunities in China and Korea.
This week: Baby steps in D.C., lululemon takes a hit, a wide moat gets wider, and more.
Many managers focus on currency denomination or corporate debt, while others are beginning to take a total-return approach.
The recent budget deal could offer some positive near-term certainty but still leaves big long-term deficit issues unresolved, says Morningstar's Bob Johnson.
Lower valuations reflect a slower growth environment, with currency volatility continuing to affect certain markets in the near term, says Morningstar's Patty Oey.
Louis Mendes of Silver-rated Columbia Acorn International says the fund has found value in niche industrial and tech companies, as well as consumer names, while steering clear of regulated companies and low-cost manufacturing.
Consumption-led industries will drive Chinese growth for the next decade, and health-care spending, in particular, should outpace China's overall economy, says Morningstar's Dan Rohr.