Beyond noting their stock/bond split, investors should also check their small-cap exposure, overall rate sensitivity, and vulnerability to the wealth effect.
Medicare enrollment, required minimum distributions, and fixed-income risks are just a few of the items retirees should check before year-end.
Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
Many of the effects from the shutdown haven't even touched the economy yet, says Morningstar's Bob Johnson.
Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.
Part 2 of a Q&A with Mihir Worah, head of PIMCO's real return portfolio management team.
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