ETF and open - end asset flows combined show a strong preference forbonds , emerging markets, and passive funds, while active U.S. stockfund managers and money market funds have suffered the brunt of outflows.
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.
Morningstar's top strategists discuss their tips for investing in a rising-rate environment, where equity values lie, and some of their favorite investmentideas right now in this special midyear roundtable.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
Roundtable Report: At the outset of 2014, Morningstar strategists dig into the market's current valuation and expected return, seek out high-quality U.S. and foreign stock opportunities, size up the role of cash today, assess the Fed's impact on the market, and reveal the best ways to fight inflation.