Morningstar's Eric Jacobson suggests taking a prudent approach for adding TIPS to a portfolio and setting the right expectations for how they'll perform.
Low interestrates and an anemic economy will weigh on bank earnings, but much of the bad news is already priced into stocks, says Morningstar's Jim Sinegal.
Wholesale portfolio changes may be unwarranted after investors assess their sensitivity to interestrates and the likely longer-term impact for various rising-rate scenarios.