The highest ratings go to strategies that analysts conclude will outperform their Morningstar Category benchmarks over a full market cycle on a risk-adjusted basis net of fees. As of May 31, 2022, we assign
Category: Portfolio Planning
Alternatives Finally Bear Fruit–but Take Care
Strategies in this bucket—like long-short equity and derivative income funds—will often be highly correlated to traditional markets but perhaps have less volatility. Modifiers are correlated with the common risk factors
7 Steps to Estimating Your In-Retirement Cash Flow Needs
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
The Best Places to Park Your Short-Term Investments
Yields are important, but so are liquidity considerations and guarantees.
3 Must-Knows Before Investing in Crypto
Crypto is getting a lot of attention, but there are risks. Is now the time to jump in?
A New Approach to 60/40
Much ink has been spilled declaring the demise of the traditional 60/40 portfolio. We have recently published analyses on how investors might rethink traditional approaches to diversification. We’ve also found that there have been few better alternatives to the classic.
The Best Female Portfolio Managers to Invest With Now
Prior to joining Alger, Zhang comanaged Gold-rated Brown Capital Management Small Company ( BCSSX ) for a dozen years, helping it build out one of the best records not only in the small-growth Morningstar Category,
Warren Buffett Vs Charlie Munger, Japan Vs China, Predictability Vs High Risk Growth
It is a well known story that it was Charlie who helped Warren escape the pure Ben Graham model of value investing which had worked so well in the years of the Buffett Partnership
Every time I read a new SA article about Alibaba pointing out wonderful things involving its growth rate, profit margins, etc, my head automatically forms the sentence “Oh my God, there goes another piece asking and answering the wrong question!’
What To Do When The Market Feels Crashy?
The Nasdaq is down 14%. The S&P 500 is down 9%. Even the gold standard of portfolios, the 60/40 is down 7%. They’re not catastrophic numbers, but they’re fairly sizable given that we’re only 27 days into the year.
27 Stocks and Fund Picks Based on 2022 Experts’ Forecasts
27 Stocks and Fund Picks Based on 2022 Experts’ ForecastsExperts think international stocks are attractive. Here are some of Morningstar’s best ideas for non-U.S. equity exposure.
4 New Funds on Our Radar
Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of eventual full coverage, added four new strategies in the second half of 2021.
2 ETF Strategies to Keep Up With Rising Rates, Inflation
Alternatively, Peng argued that investors should consider a rising rate hedged strategy like the Advocate Rising Rate Hedge ETF (RRH), an active fund that uses Treasury securities and derivatives should long-term yields increase faster than short-term yields.
The actively managed RRH seeks to achieve its investment objective primarily by investing in a combination of U.S. Treasury securities; forwards, futures, or options on various currencies; long and short positions on the short and long end of the Treasury or swap yield curve via futures, swaps, forwards and other over-the-counter derivatives; long and short positions on equity indexes and/or investment companies, including ETFs; and commodity futures and options
Inflation and Rising Rates: An Advisor’s Playbook For 2022
In the upcoming webcast, Inflation and Rising Rates: An Advisor’s Playbook For 2022, Jose Cherian, Senior Product Manager, Vident Financial; and Scott Peng, Founder & CEO/CIO, Advocate Capital Management, will highlight alternative strategies investors can use to prepare their portfolios for a rapidly evolving market environment.
WisdomTree’s ETFs to Keep in Mind for 2022
The WisdomTree Model Portfolio line includes broad strategic, outcome-focused and collaborations across various investment styles like core equity, fixed-income, strategic multi-asset allocations, disruptive growth, and global dividend, among others.
Looking ahead, Welch noted that their strategies adhere to WisdomTree’s primary investment themes for 2022, including rising rates, improving core allocations, and the new value cycle.