Owning high-quality companies will be integral to achieving growth in a low-growth environment, says the Davis/Selected American manager.
With a low price/book value, the reward for AIG stockholders could be attractive, but the franchise has been weakened, says Davis/Selected American manager Ken Feinberg.
Sequoia's David Poppe says the fund likes the tailwinds in health care but has tried to avoid the reimbursement risks.
REITs look overvalued in general, but certain business models and individual names still look especially attractive.
Every investor in their 60s should be prepared for the large possibility that they could experience a cognitive decline in their 80s, says Harvard professor David Laibson.
Morningstar analysts Erin Davis and Maclovio Pina discuss the inevitability of a Greek default and which banks are most exposed to Greek debt.
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.
Financially strong businesses need to feel more confident, and housing needs to be reinvigorated before robust employment growth returns, say Morningstar's Bob Johnson and Vishnu Lekraj.
The 23 funds that made the cut to get into our 401(k).
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