Morningstar Fund Analysts' Best Ideas
Our fund analysts discuss their highest-conviction bond, dividend, and other equity fund picks amid a challenging investment landscape.
This analyst blog is part of our coverage of the 2015 Morningstar Investment Conference.
When you think about the current environment of very low yields, add in the potential for rising rates and the liquidity issues that may result from those interest-rate shocks, and then you combine that with the fact that market valuations overall are far from cheap, it would be hard to imagine an environment more challenging for investors, Morningstar director of personal finance Christine Benz said as she introduced the "Fund Analysts' Best Ideas" discussion on day 3 of the 2015 Morningstar Investment Conference.
Karen Wallace does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.