If a pure equity exchange-traded fund (ETF) might be too volatile as broader economic concerns grow and fixed income is still ...

On October 16, 2025, Burns Matteson Capital Management, LLC disclosed a new position in iShares 7-10 Year Treasury Bond ETF ( ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter. A copy of ...

Not everyone has the risk tolerance to go all in on stocks. A 100% equity portfolio can deliver strong long-term returns, but it also comes with severe fluctuations along the way. That kind of ...

Bloomberg study Behind the Benchmark is examining U.S. active fixed income fund performance to assess fund returns versus ...

Fixed income funds realized a return of negative 1.70% on average during the third quarter of 2023, marking the first negative quarterly return since Q3 of last year. Taxable bond funds (-1.14%) ...

Since the start of 2022, the Federal Reserve raised interest rates a staggering 11 times, good for one of the most scorched campaigns of rate hikes in recent memory. Last year, the effect was ...

If you are depending on Social Security for your retirement income, you might want to add reinforcements. While Social ...

While the long-term bond Morningstar Category posted solid returns for the year to date through June 2025, investor sentiment told a different story. The category experienced more than $9 billion in ...

When it comes to having a healthy retirement savings plan, cash is actually not king. How can retirees invest their cash to ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

“Stocks get the pixels, bonds get the dollars,” wrote my colleague Sylvester Flood in Morningstar’s Global Fund Flows report earlier this year. It’s a paradox, to be sure. For years, a ...