Investors Pile in on Taxable Bond Funds, Flee from International Markets
October is turning out to be a month marked by volatility with the Dow Jones Industrial Average falling the past week amid…
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Japanese Investors Flock to Chinese Bonds for Higher Yields
Japanese investors with an appetite for high yields have been flocking to Chinese bonds in order to appease this hunger as access…
Is High-Yield the New Safe Haven Amid Rising Rates?
With the extended bull market in full swing, the risk-on mentality of investors have led them to gravitate towards high-yield debt assets,…
High-Yield ETF Outdueling Core Bond ETF
The iShares Core US Aggregate Bond ETF (NYSEArca: AGG) tracks the investment results found in the Bloomberg Barclays U.S. Aggregate Bond Index,…
How Did Berkshire Hathaway Look in 1975?
A recent Morningstar article offers an overview of Berkshire Hathaway stock performance since 1975 and whether it would have been attractive to…
High-Yield Coporate Bond Strategies Still in Favor
Benchmark treasury yields ticked higher across the board, which saw the 10-year touch the 3% marker once again this year, but despite…
Morningstar’s Rekenthaler on Economic Predictions
A recent article by John Rekenthaler of Morningstar begins: “Economic predictions are wonderfully useful…after the fact.” He discusses hindsight bias, and how…
Using Multi-Asset Portfolios for Diversification
Aggressive portfolios typically have less diversification than conservative ones, so their return variations are greater–Robert Miehm, senior analyst at Morningstar Investment Management…
High-Yield Bond Strategies Led Fixed-Income in Q2
It was back-to-back winning quarters for high-yield bond strategies, which led a Morningstar Inc list of top fixed-income performers during the second…
Investors are Behaving Less Badly
New evidence suggests that investors may be shifting their habit of buying high and selling low, according to a recent article in The…
Morningstar on Investment Truths
A recent article in Morningstar recounts insights from AQR’s Cliff Asness on the following two questions: Can current stock valuations help predict…
Research Affiliates Say Spread Factor Bets
At the 30th annual Morningstar Investor Conference held last month, passive strategist Adam McCullough interviewed Feifei Lee, director and global head of…
Morningstar: Investors are Making Better Use of Their Funds
A recent article in Morningstar highlights the firm’s research into historical trends in fund investor returns which show, “times have been good…
Are Active Funds Really Dead?
A recent article in Morningstar.com offers insights regarding industry claims that investors are “fleeing active funds in droves,” but concludes that the…