Home>Video>What You Need to Know About 'Strategic Beta'

What You Need to Know About 'Strategic Beta'

Thu, 18 Sep 2014

As a growing number of new ETFs straddle the line between active and passive, investors are faced with a dizzying array of increasingly complex choices. Here's the compass you need to navigate.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. Keep an Eye on Muni Calls

    As the Fed intends to keep interest rates low for the next few years, muni - CEF investors should maintain a close watch on their funds' call exposure.

  2. 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.

  3. Conditions Look Favorable for Muni Bonds

    Increasing demand, tightening supply, and expectations for higher rates and inflation should bring better muni returns in the coming years, says Nuveen's John Miller, Puerto Rico notwithstanding.

  4. Caution Signs for CEF Income

    As fixed-income CEFs appreciate, investors seeking yield should be cognizant of bond rollover into lower-yielding assets as well as the added risk of leverage, says RiverNorth's Patrick Galley.

  5. A Midyear Look at Closed-End Funds

    Although the asset class saw some changes during the first six months of 2012, the numbers were somewhat similar to those at the 2011 midpoint.

  6. Bond CEFs Only in First Inning of Discount-Volatility Game

    Many fixed-income CEF investors are heading for the exits, but the movement is creating attractive discounts, says RiverNorth's Patrick Galley.

  7. Yellow Flags for Nonrated Munis

    Despite their extra income, nonrated municipal bonds can expose investors to lower-credit-quality, less-liquid issues with a tremendous research requirement, says Morningstar's Eric Jacobson.

  8. Rising-Rate Fears Create CEF Bargains

    As investors ditched certain income-producing assets on worries of rising rates, an abundance of fixed-income CEFs moved into undervalued territory, according to Morningstar's Cara Esser.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.