Wed, 19 Nov 2014
Third Quarter Hiccup
Income-hungry investors sought out niche fixed-income funds like bank-loans and non-traditional bonds in the first quarter, while the so-called great rotation into stocks is not yet confirmed.
First-quarter flows into many bond - fund categories were tepid compared with their equity counterparts, with improving economic conditions creating a Treasury sell-off.
Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable- bond fund , yield risks and other key focus points, and some of her muni-fund recommendations.
A number of core bond - fund managers have moved away from Treasuries and toward opportunities in emerging markets and mortgage-backed securities.
FPA Income manager Tom Atteberry talks about overvaluation among fixed-income assets, the risks of investing in Treasuries, long -term preparation for inflation, and more.
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market .
Large foreign government ownership of U.S. Treasuries has overemphasized U.S. government bonds in the Barclays Aggregate Index, says the Vanguard founder.
Long -duration bonds got a boost as yields unexpectedly dropped in the first quarter, but foreign currency exposure dragged on some global-minded funds.
Morningstar's Christine Benz provides some useful tips for those getting their feet wet in fixed-income investing.
Many Morningstar.com respondents are banking on active management to deliver the goods in the years ahead.
Tips, strategies, picks, and insights for better bond investing.
We identify Gold- and Silver-rated funds that can anchor your fixed-income portfolio while offering tax-free income.
©2014 Morningstar Advisor. All right reserved.