Summary: Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
Following a first quarter that saw riskier assets outperform, and a second quarter marked by a flight to Treasuries, investors would do well to review the suitability of their current portfolio allocations, says Morningstar's director of fixed-income research.
Though performance has been volatile this year, investors have thus far been willing to bet on growthier areas of the stock and bond markets, says Morningstar associate director of fund analysis Shannon Zimmerman.
Morningstar markets editor Jeremy Glaser sizes up the impact of this week's central bank actions, same-store sales report, and more.
First-half job growth is trending below what we'd like to see, but several factors suggest moderate improvement in the months ahead.
Although they may not boost Friday's labor report for June, health care and construction should be tailwinds for the job market in the months ahead.
The breakup of Sara Lee and the pending split-up of Kraft could unlock value for investors, says Morningstar's Erin Lash.
Vanguard's John Ameriks says distribution-rate rules are good starting points for an in-retirement spending plan, but asset allocation and time horizon also should be key factors.
Given the recent trends in the data, housing will certainly be a positive contributor to GDP this quarter, says Morningstar's Bob Johnson.
Morningstar markets editor Jeremy Glaser sizes up the investment impact of recent court judgments and corporate judgments calls.
Manager Don Yacktman says the decline in trading costs along with the natural volatility of stocks is creating opportunities for value managers focused on the long term.
The market is undervaluing how the boost in new customers will offset new regulations for managed-care companies, says Morningstar's Matt Coffina.
Financial specialist and author Bill Bernstein says bonds should be a riskless ballast for a portfolio and offers three types of assets for investors looking for safety.
Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal rates, and Social Security in today's retirement portfolios.
The Fed's attempts to manage risk assets could have severe ramifications, argues the FPA Crescent manager.
Author Carl Richards says investors need to look beyond the current economic dilemmas and understand what they can and cannot control in their portfolios.