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  1. Your Nontraditional Bond Fund Might Surprise You

    And not in the good way, as Morningstar's Eric Jacobson cautions that numerous portfolios in the category have proved to be more volatile and have lower returns than some might think.

  2. Sri-Kumar: We're in a Tread-Water Market

    TCW's Komal Sri-Kumar and Adam Coppersmith describe their defensive portfolio positions, including short positions on the euro emerging markets, and defensive fixed-income positions.

  3. How the Big Banks Are Stacking Up

    Morningstar's Jaime Peters checks in on the current health and outlook for Citi, J.P. Morgan, and BofA following release of their second-quarter results.

  4. Why Would Anyone Own a Bank?

    Regulatory capital requirements, more government oversight, and fee reform will work against banks, says Davis/Selected American manager Ken Feinberg, but there are selective values.

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