Fri, 24 Oct 2014
We outline some of the key criteria in constructing a passive portfolio and discuss a framework for evaluating individual funds.
A diversified portfolio including MLP, trust preferred, and mortgage-backed securities can return a decent yield in a market where traditional income sources are lacking, says Sanibel Captiva Investment Advisers' Pat Dorsey .
We don't know what the end game in Europe is yet, but these firms should be able to withstand the flood, says Morningstar's Paul Larson and Dave Sekera.
First-quarter GDP will have a tough time matching the fourth quarter's relatively robust results, but 2012 should show acceleration overall, says Morningstar's Bob Johnson.
Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.
Our Manager of the Year Award is meant to recognize managers whose time-tested long-term strategies have really shined in the past year, says Morningstar's director of fund analysis.
Sanibel Captiva's Pat Dorsey discusses what investors might regret from 2011, and how they can avoid those mistakes in 2012.
As economic woes continue to make headlines, investors should tune out the macro noise and understand that good companies perform better in difficult times, says Sanibel Captiva's Pat Dorsey .
Lower inflation trends plus an upcoming Social Security cost-of-living adjustment should contribute to consumers' staying power, says Morningstar's Bob Johnson.
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