Debbie Carlson


Debbie Carlson is a freelance business writer who has written for numerous publications including the Wall Street Journal, Barron’s, the Chicago Tribune, Kitco News, and Open Markets, published by the CME Group. Debbie lives in Chicago where she can be found bike riding, chasing squirrels away from her tomato garden and reminding Cub fans that at least the White Sox have won a World Series in the past 100-plus years.

Advisors Should Expect to Work Hard to Justify Client Fees – Vanguard’s McNabb
The advisor’s relationship with clients is changing, and it’s likely that advisors may have to work harder to justify the fees they charge, Vanguard CEO William McNabb said at the Morningstar Investment Conference this week.
Focusing on Sustainable Factors May Become a Competitive Edge
In a low-growth world where advisors need to seek alpha, companies that incorporate sustainable factors as part of their business practices may have a competitive edge.
Three Stock Tips From Three Top Active Managers
Technology companies, animal health care and a payment-systems provider are among some of the top stock picks from three premier active-management fund managers.
North Face
Morningstar: Large Moats Can Be Found in Health Care, Apparel
A few health care and apparel companies continue to have competitive advantage, or moats, which investors are overlooking, Morningstar analysts said during the company's annual Investment Conference in Chicago this week.
REITs Look Strong — For Now
Persistently low interest rates, an improving real estate market and a timely call from Jeff Gundlach all have lifted REITs upward. But there are still some pockets of value to be found.
Socially Responsible Investing Comes of Age
SRI gives advisors a feel-good story, but when it comes to performance, it's still a bet on managers.
Is There a Liquidity Risk in Liquid Alts? 1
The SEC is scrutinizing liquid alt funds and suggesting mechanisms to mitigate structural risks.
High Yield, Or High Risk, For The Green Energy Gang 1
Can investors still find income from Yieldcos?
Morningstar: PIMCO Lists Income, Alternatives Among Top Priorities
Demand for income continues to rise, not only in the U.S. but globally, and there are a growing number of investors who are prepared to underwrite risk in order to get a higher rate of returns, said senior leaders at PIMCO.
Morningstar: Investing In Frontier Markets Takes Long-Term Focus, Patience
There’s a lot to like about frontier markets, but investors looking for exposure to countries like Pakistan and Vietnam need a long-term focus and patience.
Passive Strategies Not Necessarily Superior To Active Management: Morningstar Panel
For advisors, the discussion with clients should not be a debate on passive versus active fund strategy. The question is how to get them where they need to be for their financial goals; for that, both fund types can play a role.
Are Activist Funds Getting Too Popular?
Activist funds are hot right now, but advisors may want to let the space cool off before jumping in.
REITs and Rates
With years of double-digit annualized gains and an interest rate hike on the horizon, are REITs still the place to be? Some advisors think so.
SIFMA Panel: SEC Fund Fee Review May Start with Advisors
The SEC’s review of mutual fund fees may initially focus on advisors who received a fee for services never offered, said panelists at the SIFMA Private Client conference in Chicago.
Playing the Energy Decline in Emerging Markets
The sharp drop in energy prices will have ramifications across emerging markets. But there are bargains to be had—if you look in the right places.
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