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Preparing for Inflation and Deflation
July 28, 2010
As fear of both phenomena is on the rise, investors should seek dual protection with wider-moat stocks, says Morningstar's Paul Larson.
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How Advisors Are Using ETFs
June 25, 2010
iShares managing director Sue Thompson describes how the appeal of transparency, tax-efficiency, and ETF risk-control option strategies have led to widespread adoption.
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Asness on Mixing Value with Momentum
June 25, 2010
The AQR founder and manager on AQR Global Equity's process and the difficulty of momentum investing through the downturn.
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Asness on the Outlook for Diversified Arbitrage
June 25, 2010
The AQR founder and manager says the last year and half will be tough to match for the Diversified Arbitrage Fund, but the outlook is still positive.
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Asness: Hoping They'll Forget to Sign the Reform Bill
June 25, 2010
The AQR founder and manager says he'd prefer any financial regulation be concrete in terms of rules, versus a broad power-grant to the government.
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Miller: IBM the Most Remarkably Mispriced Name in the Market
June 25, 2010
The Legg Mason manager says this tech giant is like Poe's 'Purloined Letter': Hidden in plain sight. Plus, Miller on gaining a behavioral edge in investing.
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Steve Romick: Where High Yield Is Today
June 23, 2010
The FPA Cresent manager discusses the fund's high-yield stake today versus a year ago.
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Romick: There Could Be More Hell to Pay
June 23, 2010
The FPA Crescent manager says an overleveraged government and consumer could spell more trouble ahead, leading to the fund's conservative positioning today.
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Romick: How the Go-Anywhere Fund Fits into a Portfolio
June 23, 2010
Plus, three themes driving the fund today: energy, health care, and subprime whole loans.
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Rob Arnott: Can TIPS Fully Mitigate Inflation?
June 23, 2010
TIPS are a good, low-risk way to hedge against inflation, Arnott says, but the CPI measure they are based on is less than perfect.
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Arnott: 3-D Hurricane Coming
June 23, 2010
Deficit, debt, and demographics are converging in a formidable storm, with high odds of inflationary bursts in the years ahead, Arnott says.
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Arnott: The Case for Fundamental Indexing
June 23, 2010
Arnott illustrates the points of the fundamental indexing strategy and answers criticisms that say it's simply a value-tilted approach.
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Taxes: One Thing Investors Can Control
June 23, 2010
T. Rowe Price senior financial planner Christine Fahlund on taking control over an uncertain future tax environment.
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The Top Risk Factors for College Savers
June 10, 2010
Morningstar mutual fund analyst Greg Brown discusses potential pitfalls, including overly conservative allocations, states' 529 tinkering, and a compressed drawdown window.
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Ones to Watch in the 2010 Morningstar Conference
June 17, 2010
Morningstar's Karen Dolan and Russ Kinnel on this year's hot button topics, including what Greece means for the wider world, strategic vs. tactical investing, bonds and retirement income, and more.
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IRA Conversions: Tips and Traps
May 4, 2010
Noted retirement planner Natalie Choate outlines four factors that favor conversion, plus pitfalls to avoid.
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Surprises From Omaha
May 1, 2010
Morningstar's Pat Dorsey and Paul Larson look at what surprised them most at the Berkshire annual meeting.
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Our Take on Buffett's Take
May 1, 2010
Pat Dorsey and Paul Larson offer their thoughts on the Oracles comments on Goldman, financial reform and more.
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10 Questions – An Early Start
Apr. 12, 2010
Oakmark International’s David Herro talks about future challenges, currency headging, and more.
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Is Modern Portfolio Theory Obsolete?
Jan. 15, 2010
Peng Chen, president of Morningstar's Ibbotson Associates, says MPT in general worked in 2008, but highlights the limits of standard deviation alone as a measure of risk.
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10 Questions - In for the Long Term
Sept. 24, 2009
Dana Emery, fixed-income manager for Dodge & Cox, discusses investing during turbulent times and why managers rarely leave Dodge & Cox.
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The Case for Alternative Funds
Sept. 24, 2009
Rick Lake of Aston/Lake Partners LASSO Alternatives Fund says alternative funds offer investors more tools to turn risk up and down.
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Morningstar Conversation - The Trick to Small Caps
May 29, 2009
Veteran managers Chuck Royce and Irene Hoover discuss how they find small companies on the upswing.
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10 Questions - At Home Around the World
May 28, 2009
Sarah Ketterer, co-founder and CEO of Causeway Capital Management, talks about international investing and the best cure for jet lag.
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2009 Morningstar Investment Conference
May 27-29, 2009
FPA New Income co-managers Bob Rodriguez and Thomas Atteberry talk about the economy, investing, and their outlooks.
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2009 Morningstar Investment Conference
May 27-29, 2009
Vanguard founder Jack Bogle discusses the bear market and the benefits of buy-and-hold.
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2009 Morningstar Investment Conference
May 27-29, 2009
Third Avenue's Marty Whitman discusses today's opportunities.
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2009 Morningstar Investment Conference
May 27-29, 2009
Jeremy Grantham on when to get back into the market.
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2009 Morningstar Investment Conference
May 27-29, 2009
Bruce Berkowitz explains why Fairholme moved into health care.
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2009 Morningstar Investment Conference
May 27-29, 2009
Selected Funds' Christoper Davis discusses the financial rally and buy-and-hold.
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Undiscovered Manager
June/July 2009
Josh Strauss and Adam Strauss, co-managers of Appleseed Fund, discuss their value approach to SRI.
(May 22, 2009).
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10 Questions
June/July 2009
Tad Rivelle, chief investment officer of Metropolitan West Asset Management, discusses the state of the fixed-income markets.
(April 22, 2009).
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Morningstar Conference Preview
April 2009
Morningstar's experts discuss their conference panels.
(Apr. 30, 2009).
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Undiscovered Manager
Apr/May 2009
PIMCO managing director Vineer Bhansali explains his strategy for hedging against 'tail risk.'
(Mar. 17, 2009).
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10 Questions
Feb/Mar 2009
Mani Govil, the manager of RS Large Cap Alpha Fund, talks about the financial crisis and how he's leading his fund to stellar returns.
(Nov. 20, 2008).
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Morningstar Conversation
Fall 2008
Even before this fall's financial meltdown, Legg Mason Growth Trust manager Robert Hagstrom was going through a tough period. Hagstrom discusses his challenges with Morningstar's Kunal Kapoor
(Aug. 25, 2008).
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Morningstar Conversation
Summer 2008
T. Rowe Price global manager Rob Gensler discusses his approach to investing in the world's diverse markets with Morningstar's Kunal Kapoor (May 14, 2008).
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Morningstar Conversation
Spring 2008
Richard Pzena, manager of John Hancock Classic Value Fund, and Kunal Kapoor, president and chief investment officer Morningstar Investment Services, discuss Pzena's value investment process (March 6, 2008).
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Morningstar Conversation
Winter 2008
Rob Arnott of Research Affiliates and Kunal Kapoor, president and chief investment officer of Morningstar Investment Services, discuss fundamental indexing (Oct. 30, 2007).
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10 Questions
Winter 2008
Get to know global real estate experts Michael Grupe of NAREIT, Jim Sempere of Charles Scwab Investment Management, and Robert Steers of Cohen & Steers (Oct. 30, 2007). "
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Morningstar Conversation
Fall 2007
Jean-Marie Eveillard of First Eagle and Marty Whitman of Third Avenue (August 22, 2007).
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Morningstar Conversation
Summer 2007
John Rogers of Ariel and Wally Weitz of Weitz Funds (June 5, 2007).
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