Saturday, July 06, 2013
READING INDICATORS
With weak business investment and government cutbacks, the consumer and housing sectors will be the two main legs of growth in the current economy's unbalanced stool, writes Morningstar's Bob Johnson.
VIDEO REPORT
Financial expert Michael Kitces details the pros, cons, and trade-offs of common longevity-planning strategies as well as tips for how retirees can be realistic about their life expectancies.
PERSPECTIVES: Knowledge@Wharton
Panelists at the Wharton Global Forum debate the lessons learned and potential risks still lurking in the global financial system.
VIDEO REPORT
Morningstar's top strategists discuss their tips for investing in a rising-rate environment, where equity values lie, and some of their favorite investment ideas right now in this special midyear roundtable.
The Economy
VIDEO REPORT
Although June payroll gains were better than recent averages and hourly wages rose, the report was not entirely upbeat, says Morningstar's Bob Johnson.
Stocks
VIDEO REPORT
Morningstar's Heather Brilliant says investors could see a lot of market volatility this upcoming earnings season, but that could make for tremendous buying opportunities of quality names.
ETFs
ETF SPOTLIGHT
While its complexity should give investors pause, this ETF attempts to improve on the traditional passive approach to value investing.
Closed-End Funds
Real Life Finance
VIDEO REPORT
Financial-planning expert Michael Kitces cautions retirees about holding too much cash in their portfolios, as simple rebalancing of stocks and bonds can provide needed income.
Mutual Funds
FUND TIMES
Plus, new lead managers for 2 Mairs & Power funds, ORIX to buy 90% of Robeco, and more.
    Bonds
    VIDEO REPORT
    The outcome of the Detroit's distressed-debt situation could be a litmus test for how other municipalities nationwide move forward with their payment obligations.
    Perspectives
    PERSPECTIVES: PIMCO
    Should you as a bond investor jump overboard? We don't think so--and not because we want to keep you on board, writes the PIMCO manager.
    Market Barometer
    Lg
    Md
    Sm
    Value—Growth
    Day Return
    +1.25%
    0
    -1.25%
    1Wk Return
    +1.25%
    0
    -1.25%
    1Mo Return
    +4%
    0
    -4%
    3Mo Return
    +8%
    0
    -8%
    1Yr Return
    +20%
    0
    -20%
    3Yr Return
    +20%
    0
    -20%
    1Wk1Mo3Mo1Yr3Yr
    Market Consensus
    166K
    Actual
    195K
    Market Consensus
    180K
    Actual
    202K
    Market Consensus
    7.6%
    Actual
    7.6%
    Market Consensus
    0.2%
    Actual
    0.4%
    Market Consensus
    34.5
    Actual
    34.5
    Market Consensus
    $13.2B
    Actual
    Market Indexes
    DJIA
    15,136
    147.3
    1.0%
    S&P 500
    1,632
    16.5
    1.0%
    NASDAQ
    3,479
    35.7
    1.0%
    Morningstar U.S. Market
    4,119
    42.6
    1.0%
    Morningstar Small Cap
    6,392
    87.5
    1.4%
    $1,221.90
    -2.41%
    Jul 13
    $103.63
    2.36%
    Aug 13
    $3.62
    -1.90%
    Aug 13
    Maturity
    %Yield
    6 Month
    0.08
    2 Year
    0.40
    5 Year
    1.60
    10 Year
    2.73
    30 Year
    3.68
    1 Yr Ago
    Last Close
    Data as of last close