Portfolio construction
-
A second look at short-term bond funds: Are investors missing the forest for the trees?
Allocations to short duration bond funds may not actually reduce a portfolio's overall risk. See why investors may want to reconsider the role that duration can play in reaching long-term goals.
Read more
-
Comparing funds in three easy steps
With more than 10,000 funds and ETFs in the United States, side-by-side comparisons can help you cut through the clutter. Powered by Morningstar, our Fund Compare tool makes it easy.
Read more -
Advisors are tilting client portfolios toward growth—and they may not know it
After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.
Read more
-
How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.
Read more
-
Active, passive, and smart beta: where investors may be missing the mark
Are you getting the most you can from active, passive, and smart beta strategies? We take a closer look at where investors may be misallocating assets.
Read more
-
18 of the best investing books for 2018
We surveyed our global network of asset managers and compiled a list of 18 of the best investing books for 2018. Find out which timeless titles made the list.
Read more -
Falling correlations point to rising opportunities for active managers
Cross correlations of U.S. stocks have fallen sharply in recent months, which may signal a new phase of the bull market favoring active management.
Read more
-
Active management: the value of a systematic, bottom-up investment approach
The investment landscape is defined by the active-passive debate, but it is important to evaluate strategies based on each philosophy and process.
Read more
-
Active share makes a point of the benefits of being different
Academic research has shown that active share can be a useful statistic in determining the potential for a manager to outperform, particularly when paired with tracking error.
Read more