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Smart Investor: Next Drivers for Stocks, Risks for Index Investors, and Economic Outlook
We wrap up our coverage of the markets and the week.
Don’t Make This Mistake When Chasing Higher Bond Yields
Plus, nine bond ETFs that Morningstar analysts like.
These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade
Micron and Western Digital were value stocks until the AI buildout. Morningstar’s Active Score reveals which growth managers had the leeway to scoop them up before their growth accelerated—and which didn’t.
Why Low Dividend Yields Are Actually Good News for Investors Seeking Income
The rise of stock buybacks makes it easier for investors to create a tax-efficient income stream.
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
These Funds Beat the Index By Going Full Tilt
Short-term changes in active fund success rates are noise, not signal.
Emerging-Market Funds Have a Supersized Problem. Here’s How Managers Are Dealing With It
A top-heavy benchmark creates a daunting challenge. These active fund managers have responded in a variety of ways.
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio
The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.
3 Cheap Stocks Offering Attractive Income
Buy these undervalued dividend stocks that have healthy yields to generate dependable income.
2 Ways to Power Your Income Portfolio
Why we think this energy MLP and utilities stock are top dividend picks today.
4 Ways to Generate Income Beyond Core Bonds
Here’s where to look for yield today.
4 Undervalued Stocks to Buy for Income
Plus, what August’s market moves mean for investors.
How to Pick a Mid-Cap Index ETF
Not all mid-cap index ETFs are created equal.
Why This Growth Stock Manager Likes Both the AI Trade and Eli Lilly
Despite the cash burn at hyperscalers, the AI boom is only in its early stages, and the benefits are spreading, says Jennison’s Boyer.