Home>Video>A Red Giant Engulfs the Long-Short Category

A Red Giant Engulfs the Long-Short Category

Tue, 6 May 2014

But smaller funds with star potential lurk from afar.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. Some Assets a Better Fit for ETFs Than Others

    ETFs can be great vehicles for accessing core, liquid areas of the market, but they have more issues in MLPs and illiquid underlying assets, like high-yield bonds .

  2. Investors Haven't Left Equities for Dead

    Equity funds have experienced outflows over the last five years, but the exodus is not as extreme as it's portrayed.

  3. Key Focus Points for Bond -Fund Investors

    Morningstar's Eric Jacobson on the crucial data points that fixed-income fund investors must keep on their radar and how to interpret them.

  4. More Fund Investors Pick Passive Products

    ETF and open - end asset flows combined show a strong preference for bonds , emerging markets, and passive funds, while active U.S. stock fund managers and money market funds have suffered the brunt of outflows.

  5. Bond Investing in a Teeter-Totter Economy

    Following a first quarter that saw riskier assets outperform, and a second quarter marked by a flight to Treasuries, investors would do well to review the suitability of their current portfolio allocations, says Morningstar's director of fixed-income research.

  6. What's the Purpose of Your Fixed-Income Holdings?

    Financial specialist and author Bill Bernstein says bonds should be a riskless ballast for a portfolio and offers three types of assets for investors looking for safety.

  7. Investors Continue to Take on Credit Risk

    September and third-quarter asset-flows data show that investors remain cautious of interest-rate risk and a fully valued stock market, and instead prefer nontraditional bonds and foreign equities.

  8. Under the Hood of ETF Managed Portfolios

    As the fiduciary standard expands, ETF managed portfolios will continue to look increasingly attractive to registered investment advisors seeking to outsource investment management, says Morningstar's Andy Gogerty.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.