TFS' Eric Newman, whose team earned Alternative Managers of the Year honors, says watching for insider signals mainly in small caps allowed their fund to pull in the best absolute return in its category in 2012.
Morningstar's top strategists discuss their tips for investing in a rising-rate environment, where equity values lie, and some of their favorite investment ideas right now in this special midyear roundtable.
Fed fixation, slow growth, dollar dilemmas, and overheated markets topped the list of key topics in our opening conference panel, featuring Morningstar's Bob Johnson, Susan Schmidt of Mesirow Financial, and Northern Trust's Carl Tannenbaum.
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.
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.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies ...