Artisan's Scott Satterwhite, James Kieffer, and George Sertl, Morningstar's 2011 Domestic-Stock Managers of the Year, explain why they see the best risk/reward trade-off in large, high-quality companies.
Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
Investors' real-return expectations are too high for foreign stocks and too low for U.S. stocks, especially for small- and mid-cap names, says Richard Bernstein, CEO of Richard Bernstein Advisors.
Active ETFs may hold a tax advantage, but lack of 401(k) availability and the need to publish daily holdings have held back their growth versus their open-end brethren.
Morningstar ETF Invest Conference panelists discuss the similarities, differences, and appeal of these two strategies in today's low-growth, low-return, and high-volatility market.
Equity investors looking for higher returns should consider low-volatility, less liquid stocks, which outperform their higher-risk peers over the long term, says Zebra Capital chairman Roger Ibbotson.
Economic sensitivity and uncertainties have created a growth-challenged environment, but large-cap firms could be fishing for mid-cap names to stimulate growth, says Fidelity's John Roth.
Given current yields on stocks versus bonds, it may be an intelligent move for investors to allocate assets to dividend-payers, says Portfolio Solutions' Rick Ferri.
Our assessment of management and management changes fueled two upgrades and two downgrades recently.
These funds are run by skilled managers who invest in small companies they can hang on to for the long haul.
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