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.
Since 2003, the lowest-cost mutual funds have taken the lion's share of assets as the benefits of low fees became widely recognized and advisors moved away from commission-based accounts.
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.
WisdomTree Europe Hedged Equity offers a high-quality portfolio of dividend-paying equities while hedging against currency risk.
Consider these 529 plan strategies, tax and financial aid implications, and more when saving for grandkids.
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz.
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson.
The Templeton Global manager discusses recent Europe bond volatility, the outlook for the dollar and emerging markets, plus the need for a dynamic approach to international bonds.
New research shows that holding unpopular stocks and avoiding hot ones can lead to outperformance over time, says Zebra Capital Management's Roger Ibbotson.
Morningstar's Dan Werner expects continued pressure on net interest margins, increased fee revenue, a focus on expense controls, and strong trading revenue for investment banks.