‘Bonds’ Limited Upside’ Points to Role for Gold, Says Gold Council
Gold is much less correlated to stocks than many other alternatives, the council says; it's the main ingredient in the World Cup trophy, too.
What’s Up With Bill Gross? Morningstar Crowd Baffled
Reaction to the PIMCO leader's keynote speech at Morningstar Investment Conference was quick, widespread and heavily digital.
ETF-Mutual Fund Hybrid: The Next Big Thing?
Active managers, take note: a new fund format in the works, ETMFs, could wring 50 basis points out of the cost of your mutual fund.
To the Active Managers Go the Spoils in 2014: Natixis
Among other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
Sunglasses-Wearing Bill Gross Says He’s a ‘Cool Dude,’ Forecasts 3%-5% Return
PIMCO’s Gross speaks of “The Manchurian Candidate” and the press, says Total Return fund is outperforming, and waxes on “New Neutral” of real Fed rates.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
3 Top Managers on Their Biggest Mistakes and How They Pick Great Stocks
Chris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
Morningstar to Advisors: It’s All About You
At the conference, Kunal Kapoor discussed Morningstar's latest initiatives to help advisors with their research and practice management needs.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.