Article Archive
Article Category
Search by date
Search by word
The 'Risk-Aversion' Misnomer
PERSPECTIVES: Investors are not terribly averse to risk, but rather averse to loss
03/09/2010 | Larry M. Elkin, Palisades Hudson Financial Group LLC
ETF Survey 2010: The Results Are In...
Morningstar's first ETF survey concludes that education is still necessary, but investors are already putting ETFs to sensible use
03/09/2010 | Bradley Kay
Calling All IFAs: Join the ETF Summit
Join Morningstar analysts and other investment luminaries for a live ETF summit on September 14
02/09/2010 | Holly Cook
Nothing Wrong with a Flat FTSE
A flat close for European equities reveals investor resolve following the previous session's surge
02/09/2010 | Holly Cook
Is 'Buy and Hold' Really Broken?
Just because the word 'sell' doesn't appear in the term 'buy and hold' doesn't mean never sell, rebalance, or reallocate
02/09/2010 | Holly Cook
Too Much Gloom and Doom
PERSPECTIVES: Liquidity means that emerging markets could rally in the fourth quarter, says HSBC's Global Head of Macro & Investment Strategy
02/09/2010 | Philip Poole, HSBC Global Asset Management
Bad News Is Good News Again
Widening sovereign credit spreads imply short-term funding and lending between European financial institutions have not healed following the stress tests
02/09/2010 | Dave Sekera, CFA
Schroder Income: Qual. Rating Updated
Despite a manager change at Schroder Income, we believe investors remain in capable hands.
02/09/2010 | Chetan Modi
Investment Trust Times: 26 August - 1 September
We take a look at the top investment trusts news and moves over the past week
01/09/2010 | Jackie Beard
Implementing Dynamic Core Strategies with ETFs
WEBINAR: Listen again to our latest webinar on how to use exchange-traded funds to build and implement dynamic core strategies
01/09/2010 | Holly Cook
Credit Where Credit's Due
Swap-based ETF providers' initiatives to promote better transparency are a welcome gesture
01/09/2010 | Ben Johnson
Industrial Data Helps September Start with a Bang
Stable manufacturing data from China and a surprisingly strong manufacturing report from the US ensured a fine start to the month
01/09/2010 | Holly Cook
Big M&A: Better for Bankers Than the Market
VIDEO: If smart capital allocation is good for the market, most big mergers probably aren't, argues Morningstar's Pat Dorsey
01/09/2010 | Pat Dorsey, CFA
Imperial Should Gain From Soft Consumer Sentiment
We think Imperial Tobacco's scale, its strong portfolio of brands across a range of price points, and the addictive nature of its products give the firm a wide economic moat
01/09/2010 | Philip Gorham, CFA
UBS US Equity: Qual. Rating Issued
UBS US Equity has merit on a number of fronts.
01/09/2010 | Chetan Modi
ETF Times: August 23 - 27
Last week's top-performing ETPs suggest increasing nervousness in the markets as investors reach for 'safer' hard assets
31/08/2010 | Alan Rambaldini
9 Bank ETFs to Stress-Proof Your Portfolio
A position in European banks is a risky bet, but with stress tests out the way there could be upside in the pipeline
31/08/2010 | Alan Rambaldini
Flat Close Belies Choppy Trading Session
FTSE indices closed around breakeven on the first session back after the long weekend, glossing over turbulence earlier in the session
31/08/2010 | Holly Cook
Sanofi Can Stretch Further to Secure Genzyme
We believe Sanofi-Aventis will be willing to increase its bid close to our $78 fair value estimate for Genzyme
31/08/2010 | Damien Conover, CFA
China Prepares for Sustainable Growth
Investors remain hopeful that China is pushing through necessary restructurings for more sustainable long-term growth
31/08/2010 | Dan Su, CFA
Not the Great Recession II
As bad as some of the numbers have been, the signs don't point to another recession in the US
31/08/2010 | Robert Johnson, CFA
Martin Currie Japan Alpha: Qual. Rating Issued
We think the managers at Martin Currie Japan Alpha do a good job for investors.
31/08/2010 | Muna Abu-Habsa
Fund Times: 23 - 27 August
Elliot Farley promoted to lead on T Bailey Cautious Managed; SWIP appoints Andrew November as director of equities; iShares chief departs to Lyxor; Skandia Healthcare to be managed by OrbiMed Capital.
27/08/2010 | Alexander Prineas
'Robust' GDP Data Helps Push Markets Higher
The downward revision of the US GDP estimate wasn't as bad as feared on Friday, providing some moderate impetus for global markets
27/08/2010 | Holly Cook
A Month of Two Halves
August experienced a dichotomy of double-dip recession fear and surging M&A activity
27/08/2010 | Holly Cook
Another Way to Avoid Bank Bailouts
PERSPECTIVES: Regulators should think about innovative ways to finance banks without lowering their value and growth opportunities
27/08/2010 | Theo Vermaelen, INSEAD
HelpGlossaryLicensing OpportunitiesData OpportunitiesCareersContact MorningstarAdvertiseSite Map