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Viewing entries tagged with 'Morningstar'

The Best Investments--Anywhere

28 April 2017

Panelists from the Morningstar Investment Conference discuss where they are finding the best opportunities around the globe. More>  

Are Interval Funds the Next Big Thing?

22 March 2017

Morningstar: Interval funds are close cousins of closed-end funds, or CEFs, but they offer a unique set of pros and cons for investors. PIMCO made headlines last month when it launched an interval fund (PIMCO Flexible Credit Income) and registered to raise $1 billion in assets. More>

Warren Buffett again backs Vanguard ETF

15 March 2017

Morningstar: Warren Buffett once again extolled the virtues of passive funds in his recent Berkshire Hathaway shareholder letter and reiterated his recommendation of Vanguard 500 Index as his preferred vehicle. More>

Shoot first, ask questions later

13 March 2017

Morningstar: Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market. However, the basic questions on financial system stability remain the same. More>

What Fund Manager Bonuses Tell Us

10 March 2017

Morningstar: We believe that shareholders of actively managed funds must maintain long-term investment horizons to reap the rewards of active management. Likewise, investment firms should compensate their managers based on long-term performance. More>

Harbour Asset Management named top fund manager of the year

3 March 2017

NBR: Independent fund research company Morningstar says Harbour is one of the best stewards of New Zealand investors’ money. It was also a finalist in the domestic equities and fixed interest categories. More>

Do You Want Currency Risk in Your Bond Fund?

3 March 2017

Morningstar: For the five years ended Jan. 31, 2017, the unhedged Bloomberg Barclays Global Aggregate Bond Index--which has sizable exposures to the euro and Japanese yen, along with a smattering of other currencies--delivered a paltry annualized gain of just 0.1%, much less than the 3.3% produced by the index’s U.S. dollar-hedged version.  More>

Buffett: Indexing the best choice for investors large and small

3 March 2017

Morningstar: Berkshire Hathaway chairman and CEO Warren Buffett extolled the virtues of low-cost index funds and American dynamism in his annual letter to shareholders, released at the weekend along with the firm's 2016 results, writes Jeremy Glaser. More>

8 Incredibly Low-Risk Bond Funds

1 March 2017

Morningstar: Low-risk bond funds are a handy thing. If you are putting away money for a near-term expenditure like tuition in a couple of years or a house in three years, low-risk bond funds, along with money markets and certificates of deposit, can serve a valuable purpose. More>

Fund manager finalists named

15 February 2017

 2016 was a good year for New Zealand fund managers, Morningstar’s director of research ratings says, as the research house releases its finalists for its Fund Manager of the Year awards. More>