After Jeremy Grantham’s “creeping to bubble land” keynote that kicked off Morningstar’s annual investment conference, JP Morgan Asset Management’s David Kelly was, relatively speaking, optimistic...
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...
Forty seven percent of attendees at this week's Morningstar Investment Conference in Chicago are RIAs; 27 percent are registered reps.; and 10 percent are dually licensed, according to research on conference attendees provided by Meridian-IQ.
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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...
Many studies have shown that, over time, most actively managed mutual funds underperform their respective benchmarks. But a new report released by Morningstar finds that low-cost active funds tend to outperform higher-cost active funds over the...
Jeremy Grantham, GMO’s chief investment strategist, kicked off Morningstar’s annual investment conference in Chicago warning that equity markets are overvalued and “creeping nicely and slowly toward bubble land,” but that we weren’t there yet. Ra...
One of the bigger debates in investing is whether passive strategies are superior to active strategies, but that’s the wrong discussion to have, say investment advisors...
About 2,000 investment industry folks flocked to the 2014 Morningstar Investment Conference in Chicago this week, eager to network and hear some of the brightest minds in the industry speak.
But networking was not limited to face-to-face during ...
Delaying Social Security benefits is the equivalent of getting about a 6.5 percent bond return, said industry blogger and financial planning guru Michael Kitces. Speaking during the 2014 Morningstar Investment Conference in Chicago, Kitces told...
Smart beta—or alternative beta, as some call it—is getting a lot of attention from investors and advisors these days, and many fund managers are launching new strategies in this area. These funds weight holdings in unconventional ways...
