February 2013

What Did Advisors and Investors Search Morningstar for in 2012?

Interesting study on trends in Morningstar platform searches in the year just-ended… CHICAGO, Feb. 28, 2013—Are institutional investors signaling a return to equities? According to a list of the most-researched investments in Morningstar’s platforms in 2012, about half of the most-researched mutual funds, exchange-traded funds (ETFs), and separate accounts by institutional investors were domestic and…

An Incomplete Roadmap

Here’s what I think… This past weekend I laid out the case for a pause in the rally that began the week of Thanksgiving. Beneath the surface of the stock indices themselves, a narrowing of leadership began to asset itself beginning in late January. Momentum was slowing and defensive sectors began coming to the fore…