T. Rowe Expands Target-Date Business With New Series
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
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Session 2: Midyear Portfolio Checkup and Risk Factor ReviewDirector of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
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Session 3: Best Investment Ideas RoundtableA panel of Morningstar equity, mutual fund , and ETF experts detail several individual investment opportunities and sensible investing strategies for income and growth in today's tough market.
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Session 1: Is the Economy Really Losing Steam?Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.
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More Fund Investors Pick Passive ProductsETF 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.
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Emerging-Markets Bonds Similar to Other Risk AssetsAlthough developing-markets debt purchases have been escalating of late, investors should be aware of the correlations to other assets as well as currency risks, says Morningstar's Eric Jacobson.
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Round and Round Go Europe's Debt ProblemsGermany is hitting negative sovereign yields, while Spanish regions and banks seek financial assistance from their parent country, which needs a bailout of its own.
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Will the Next Municipal Shoe Drop on Bondholders?Despite the scare of recent bankruptcies and downgrades, municipalities have the resources to continue making bond payments, while looming tax increases likely won't affect muni demand, says Morningstar's Jeff Westergaard.
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Linsanity a Slam Dunk for This FundAriel's David Maley discusses how he finds names for his deep-value strategy and the benefits of investing in a certain sports-related firm.
