Portfolio construction
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How do the new Morningstar bond categories affect you?
Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.
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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.
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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.
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Advisors are tilting client portfolios toward growth—and 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.
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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.
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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.
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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.
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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.
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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.
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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.
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