Thu, 31 Jan 2013
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Despite a fully valued market, stocks are still the best place to be for long-run value creation, and interest rates should have little impact on company fundamentals, says Morningstar's Matt Coffina.
Key management moves have ultimately proved positive for these large-growth funds.
We're limiting exposure to the front end of the interest rate curve in the U.S. and U.K., and shifting money to emerging-markets debt ahead of monetary easing in those regions, says BlackRock fixed-income CIO Rick Rieder.
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