Investment Factors

Plus, insights on new-home sales, FedEx earnings, and rising bond yields.

Why interest rates might be higher for longer.

Eight undervalued wide-moat stocks that may be off ETFs’ radar.

Some return smoothing could actually be healthy, but there’s more to it.

A rare opportunity for managers to add income while minimizing risk.

‘Big regime shifts’ and short-term Treasuries yielding 5% have major implications for investors.

Michael Kitces shares his thoughts on asset allocation, higher yields, and bonds.

Different styles all have high correlations with the overall market, but that doesn’t translate into identical returns.

Key takeaways from a conversation with the NYU professor.

Financial planning expert Michael Kitces weighs in on whether higher bond and cash yields suggest that retirees and preretirees should hold more in those asset classes.

A closer look at these distinct approaches to low-volatility portfolio construction.

Money market funds see biggest influx of cash since the pandemic onset.

Even as the Fed looks to pause rate hikes, reasons for caution abound.

When “High Yield” funds are not.

How have growth and value compared in 2023? It depends on how you define them.

Lubos Pastor, a leading researcher on financial markets, discusses his findings with Morningstar.

Wide-moat names including Adobe and Microsoft have strong balance sheets and discounted stock prices.

We remain optimistic on GDP and inflation, compared with consensus.

Rising interest rates have made these low-risk funds a more attractive destination for cash.

From war in Ukraine to weaker demand growth in Asia, a number of variables will make this year an especially volatile one.