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Taper threat triggering global debt fallout
Today's Breakfast with (InvestmentNews senior columnist Jeff) Benjamin: SEC targets advisers; hedging with gold mining stocks; new muni bond math, and how athlete IPOs pull a hammy.
Live from Morningstar Tao of Pooh? Doing nothing not a bad idea in this market, says GMO's Montier
Clients should be sitting on some cash — and should not be fully invested
Live from Morningstar Are retirees holding too many bonds?
The rule of thumb has always been that as individuals gets older they should allocate more to bonds, but that may not be the best route to retirement — and not just because of rising interest rates. They may be overlooking the other big source of retirement income, which is Social Security, John
Alternative bond funds get a C grade
Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.
Where are the fund shareholders' yachts?
Shareholders of mutual fund companies have had a lot to be happy about so far this year — much more, in fact, than the shareholders in the mutual funds themselves. Publicly traded shares of mutual fund companies soared more than 62% for the 12-month period ended May 20, more than double the S&P
Chart of the day: Morningstar's top 10 stock purchases
Comeback-kid AIG tops the latest "Ultimate Stock-Pickers" list from Mornngstar, which covers the third quarter and early part of the fourth.
Behind BlackRock's latest salvo in ETF price ... contretemps
Fee cuts are part innovation, part marketing brilliance; don't call it a war, though
Bankruptcies apparently no bother to investors piling into munis
The recent municipal bankruptcies in California, along with fiscal fires in other states, apparently don't bother investors, who are piling into munis like crazy
Morningstar expands coverage of alternatives universe
Morningstar Inc. is expanding its analyst ratings and global fund reports to encompass approximately 40 alternatives mutual funds, which represent 75% of alternative-fund assets, the company announced this morning. The analyst ratings, which, unlike the company's star ratings, are forward looking,
Advisers' enthusiasm over alternatives curbed
High fees, lower returns and flagging growth have taken toll on advisers' alternatives enthisiasm: Morningstar
INsider: Bond fund bubble now the size of a zeppelin
Morningstar issues warning about 'staggering' inflows into taxable debt funds
Fairholme Fund back on top to start the year
Sticking to his guns has paid off for Bruce Berkowitz so far in 2012, as his Fairholme Fund was up 17% in January
No rising rates, no problem: Floating-rate funds still appealing
When the Federal Reserve started signaling that interest rates were going to stay at near zero for the next few years, investors started to wean themselves off their floating-rate bond funds. Investors have pulled more than $9 billion out of floating-rate bond funds since November, after it was one
Artisan trio tabbed as Morningstar's U.S. stock fund manager of year
A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.
Morningstar comes up with 72 – count 'em – 72 bond sectors in rating revamp
Granularity should help institutional investors; overkill for retail buyers?
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
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