An Introduction to Managed Futures

Interest in managed futures continues to grow, as equity market returns have been volatile and investors seek alternative sources of return.  Our Perspectives piece on the diversification benefits of managed futures strategies offers our analysis of how these strategies should be utilized in a diversified portfolio.  The educational video below, produced by the Chicago Mercantile Exchange, is a good primer on managed futures strategies....
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Weathering Volatility in Retirement

Jason Stipp interviews Christine Benz, Morningstar's Director of Personal Finance, who gives advice on how to weather investment volatility in retirement.  Investors who are tempted to bail out of their equity investments now should consider her perspective.  Our take:  make sure your portfolio risk level is appropriate, then stick to your plan....
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Beyond the Active / Passive Debate

Christine Benz hosts a roundtable discussion between Mike Breen, associate director of fund analysis for Morningstar, Scott Burns, director of exchange-traded fund, closed-end fund, and alternative fund research for Morningstar, and John Rekenthaler, vice president of research for Morningstar.  The participants do an excellent job of explaining the myriad of issues and factors that should be considered in building a portfolio of passive and active funds.  Some of the conclusions that...
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Asset Allocation Revisited – Vanguard

Vanguard has developed an interactive graph, which can be accessed here, to illustrate the powerful effect of asset allocation, a theme that we frequently revisit.  Vanguard's research concludes: "getting your asset mix right can have more impact on your long-term returns than anything else;  it's even  more important than the individual investments you choose.  The piece, available on Vanguard's personal website,  offers simple but compelling advice and guidance f...
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