Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
5 ETF Trading Tips to Help Limit Risks
By Bernice NapachThe time of day is important as is the use of limit orders when trading ETFs, according to Morningstars head of Global ETF Research.
November 03, 2016
The 10 Things We Fear in MarketsJust one example: If you allow your politics to interfere with your investing, you are likely to be disappointed by both.
November 03, 2016
Factor Investing and Risk: The Anomaly of Low VolatilityTo understand the volatility anomaly, it is important that investors understand what economists have learned about the factors that are responsible for stock returns.
November 03, 2016
18 Best ETFs in 6 Sectors: MorningstarMorningstars highest-rated ETFs charge fees that are a tiny fraction of the median fees charged by their peers, Morningstars Ben Johnson said.
November 03, 2016
World’s 20 Largest Asset ManagersThe share of total assets by the Top 20 managers, who held $33 trillion, fell slightly to 41.6% in 2015.
November 03, 2016
DOL Rule, Election Weigh on Financial Advisors: Fidelity SurveyBesides political and regulatory developments, advisors surveyed were also increasingly focused on interest rates.
November 02, 2016
16 Best & Worst 529 College Savings Plans of 2016: MorningstarOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.