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Can You Replicate a Strategic Beta ETF at a Lower Cost?
Sep. 23, 2017 - Morningstar, Inc. -  Christine Benz: Alex, I want to home in on some research that you recently did. You came at this from a slightly different angle. You looked at how unique strategic beta ETFs are.

Why Is the Success Rate of Strategic Beta Falling?
Sep. 22, 2017 - Morningstar, Inc. -  Christine Benz: Hi, I'm Christine Benz for Morningstar.com. As strategic beta ETFs have proliferated in recent years, Morningstar's research team has been stepping up its scrutiny. 

Obscure Chinese internet ETF soars
Sep. 22, 2017 - CNBC -  A look at one of this year’s best-performing ETFs, with Gina Sanchez of Chantico Global, Robert Sluymer of Fundstrat Global Advisors, and Brian Sullivan.

Why the Market Continues to Go Up
Sep. 18, 2017 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead.

Why Low-Volatility Investing Works
Sep. 10, 2017 - Morningstar, Inc. -  Alex Bryan: For Morningstar, I'm Alex Bryan. We're at the 2017 Morningstar ETF Conference. I'm joined today by Raman Subramanian, who is the head of equity applied research for the Americas at MSCI. Raman will be speaking with me about low-volatility investing on a panel discussion later today.

Which ETF Strategies Are Poised to Outperform?
Sep. 09, 2017 - Morningstar, Inc. -  Alex Bryan: For Morningstar, I'm Alex Bryan. We're at the 2017 Morningstar ETF Conference. I'm joined today by Chris Brightman, who is the chief investment officer at Research Affiliates, who will be talking about the pitfalls of investing in some smart beta products later today.

Why Vanguard Is Pushing Stewardship
Sep. 08, 2017 - Morningstar, Inc. -  John Hale: Hi, I'm John Hale, director of sustainable investing research at Morningstar. I'm here at the Morningstar ETF Conference with Glenn Booraem, investment stewardship officer at the Vanguard Group.

BlackRock: Factors With Economic Rationale Should Endure
Sep. 07, 2017 - Morningstar, Inc. -  Adam McCullough: Hello, I'm Adam McCullough, a passive manager research analyst with Morningstar. 

Lazzara: Indexing Can Capture Small-Cap Premiums
Sep. 07, 2017 - Morningstar, Inc. -  Dan Sotiroff: Hi, everyone. I'm Dan Sotiroff, here at the 2017 Morningstar ETF conference. And I'm joined today by Craig Lazzara of S&P Dow Jones Indices.

Trading Nation: Big run for biotech
Sep. 06, 2017 - CNBC -  David Seaburg, Cowen & Co. and Matt Maley, Miller Tabak, discuss the biotech ETF with CNBC's Brian Sullivan.

Political Games and Stocks
Aug. 25, 2017 - First Trust -  Political Games and Stocks

3 ETFs for a Diversified, Low-Cost Portfolio
Aug. 25, 2017 - Morningstar, Inc. -  Jeremy Glaser: Many investors are looking to simplify their portfolios. We asked Morningstar analysts to provide three low-cost ETFs that could form the backbone of a portfolio.

ESG Passive Funds Fail to Deliver
Aug. 17, 2017 - Morningstar, Inc. -  Hello, and welcome to the Morningstar series, "Ask the Expert." I'm Emma Wall and I'm joined today by Morningstar Passive Fund Analyst, Kenneth Lamont, to talk about ESG investing.

The one big thing some of this year's best-performing large ETFs have in common
Aug. 11, 2017 - CNBC -  Some of 2017's best-performing large ETFs are exposed to Asian markets. Max Wolff of DTA and Gina Sanchez of Chantico Global discuss with Brian Sullivan.

Choosing the Right Dividend ETF
Aug. 02, 2017 - Morningstar, Inc. -  Hi, I'm Christine Benz for Morningstar.com. Investors love their dividends, but they should be sure to understand the pros and cons of various dividend strategies before buying a dividend-focused ETF. Joining me to discuss this topic is Alex Bryan. He is director of passive strategies research for Morningstar in North America.

Blackrock iShare's head: Bond ETFs now worth $700 billion
Jul. 26, 2017 - CNBC -  Martin Small, BlackRock head of U.S. iShares, and CNBC's Bob Pisani discuss the anniversary of the bond ETF business and where the industry will head from here.

Let's Get Back to the Fundamentals
Jul. 10, 2017 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead.

Active managers having best year since bull market began
Jul. 06, 2017 - CNBC -  CNBC’s Gemma Acton talks about active versus passive investing, with comment on the merger vote by Standard Life and Aberdeen Asset Management shareholders.

News From ETF Land: Record Flows and Quincy Jones
Jul. 05, 2017 - Morningstar, Inc. -  News From ETF Land: Record Flows and Quincy Jones

2 Favorite ETFs for Foreign Diversification
Jul. 04, 2017 - MoneyShow -  2 Favorite ETFs for Foreign Diversification

MSCI News Has Meaningful, Long-Term Implications
Jun. 22, 2017 - Morningstar, Inc. -  With the inclusion of China A-Shares in the MSCI Emerging Markets Index, we see an incremental step in the opening of Chinese markets to offshore investors.

How to take advantage of an oddly quiet market
Jun. 22, 2017 - CNBC -  How do you trade a quiet market? Chad Morganlander of Washington Crossing Advisors and Bill Baruch of iiTrader discuss with Brian Sullivan.

Activity in the fund management space
Jun. 19, 2017 - CNBC -  CNBC’s Gemma Acton talks about active versus passive investing, with comment on the merger vote by Standard Life and Aberdeen Asset Management shareholders.

There is NO Great Stagnation
May. 16, 2017 - First Trust -  There is NO Great Stagnation

$4 Trillion, 4 Basis Points, and 4 Times-Leveraged ETFs
May. 15, 2017 - Morningstar, Inc. -  Ben Johnson says the ETF asset milestone shows us how far the field has come. Plus, how to stay smart amid price wars, and how product development has gone wild.

The 5.1% Difference
May. 08, 2017 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead.

These risky new ETFs can quadruple your gains — or losses
May. 03, 2017 - CNBC -  The concept of putting up a little bit of money for a lot of return is an investor's dream. But a new plan that regulators approved Tuesday is generating fears that the dream could become a nightmare.

All Eyes on New iPhone
May. 02, 2017 - Morningstar, Inc. -  Apple posted solid quarterly results, and boosted its return of capital to shareholders, but the real story remains the new iPhone due this fall, says Morningstar's Brian Colello.

Are ETFs Weapons of Mass Destruction?
Apr. 27, 2017 - Bloomberg -  Exchange-traded funds are “weapons of mass destruction” that have distorted stock prices and created the potential for a market selloff, according to the managers of the FPA Capital Fund.

The rise of ETFs may be a cause of record-low volatility
Apr. 10, 2017 - CNBC -  Equity volatility is currently quite low.
Some say that the rise of ETFs may be a cause of low volatility.
To the extent that volatility is low due to ETFs, it may be a good thing.

Cohen & Steers Macro Outlook
Mar. 30, 2017 - Cohen & Steers -  Cohen & Steers Macro Outlook

Cramer: Why I'm against ETFs

Mar. 21, 2017 - CNBC -  Jim Cramer explains why he thinks exchange traded funds are too risky a bet.

Why ETFs may be too risky
Mar. 21, 2017 - CNBC -  Jim Cramer explains why he thinks exchange traded funds are too risky a bet.

A Value-Oriented Mid-Cap ETF to Consider
Mar. 20, 2017 - Morningstar, Inc. -  Bronze-rated WisdomTree MidCap Earnings ETF's tilt toward cheaper stocks should give it an edge over the long run.

Trump Speaks, Stocks Soar
Mar. 01, 2017 - First Trust -  Trump Speaks, Stocks Soar

Don't Overlook These Hidden ETF Costs
Mar. 01, 2017 - Morningstar, Inc. -  Expense ratios represent the most apparent fees, but they are by no means the only costs borne by exchange-traded fund investors.

Money is gushing into the market — and one part of it in particular
Mar. 01, 2017 - CNBC -  The money continues to flow into the markets, and into exchange-traded funds in particular.

Vanguard's International Dividend Funds a Welcome Addition
Jan. 30, 2017 - Morningstar, Inc. -  Vanguard International High Dividend Yield Index and Vanguard International Dividend Appreciation are terrific, low-priced options.

‘This is the greatest deal in financial history’ if you want to invest wisely
Jan. 26, 2017 - CNBC -  You don't have to pay a fund manager or financial advisor to create a low-cost, diversified portfolio. You can build it yourself in a matter of minutes, often commission-free, using exchange-traded funds.

Most successful ETF strategist ever
Jan. 23, 2017 - CNBC -  Most successful ETF strategist ever

Investors, Beware These Slumping Sectors
Jan. 03, 2017 - The Street -  The S&P 500 sector exchange-traded funds for materials and consumer stocks are downgraded, while 'flight to safety' ETFs for real estate and utilities are upgraded. Here's how to trade them.

3 ETFs for 2017 and Beyond
Dec. 29, 2016 - Barron's -  Mary Ann Bartels of Merrill Lynch explains why the firm thinks that the health care and semiconductor sectors, as well as emerging markets stocks, are good long-term investments.

REITs, Real Estate and Donald Trump in 2017
Dec. 21, 2016 - The Street -  The outlook for REITs is positive heading into 2017, thanks to a growing economy. Having a real estate mogul in the White House could help the sector too.

Why ETFs and Index Funds Will Continue to Steal Share in 2017
Dec. 20, 2016 - The Street -  Why ETFs and Index Funds Will Continue to Steal Share in 2017

Academic Research Doesn't Always Make Grade in Real World
Dec. 14, 2016 - Morningstar, Inc. -  From Fama-French to profitability and momentum, Morningstar's Alex Bryan looks at how academic research performs in investment products.

Rising Rates? Here's How to Invest for 3% to 10%
Dec. 13, 2016 - Barron's -  Lisa Jones of Pioneer investments is finding generous yields from floating rate securities and catastrophe bonds. Plus, how she's avoiding losses if rates rise.

Year in ETFs: Big Flows, Lower Fees, More Niche Funds
Dec. 07, 2016 - Morningstar, Inc. -  Morningstar's Ben Johnson looks back at asset growth this year, the 'fee war,' and the increasing complexity and low usefulness of many new products.

These could be the best ETFs to trade in December
Dec. 01, 2016 - CNBC -  As the markets gear up for the final four weeks of 2016, several exchange-traded funds may be much more attractive than others.

These 2 Large-Cap ETFs Fall Short
Nov. 30, 2016 - Morningstar, Inc. -  SPDR Dow Jones Industrial Average and PowerShares Dynamic Large Cap Value earn only Neutral ratings from Morningstar.

What Gives an Index an Edge
Nov. 17, 2016 - Morningstar, Inc. -  An index should not only be representative of the style it's trying to capture, it should also be transparent and limit unnecessary turnover, says Morningstar's Alex Bryan.

ETF Outlook: Winners and Losers In a Trump Presidency
Nov. 14, 2016 - The Street -  Wall Street is agog over post-election stock prices this week, with the U.S. stock market cresting record highs through early Monday trading this week.

3 ETFs That Are Likely to Soar Under a President Hillary Clinton
Nov. 08, 2016 - The Street -  The end is nigh.

After more than a year of divisive rhetoric and escalating social tensions, the choice is finally upon a weary American electorate. After Tuesday's vote, we will know whether the next president will be Democratic candidate Hillary Clinton or Republican candidate Donald Trump.

Exiting investment comfort zone can pay off: Kevin O'Leary
Nov. 04, 2016 - CNBC -   Kevin O’Leary’s unorthodox tips about how to break out of your investment comfort zone Kevin O’Leary’s unorthodox tips about how to break out of your investment comfort zone If you've seen me talk on TV, you know that one of my top investment tips is "Diversify your portfolio." Putting all your eggs into one basket is the dumbest decision you can make when it comes to the world of investing.

Look abroad for ‘the trade of 2017’: Strategist
Nov. 01, 2016 - CNBC -  Investors may want to look abroad when considering the best plays heading into the new year.

As Investors' Opportunities Grow, We Expand Ratings Universe
Oct. 25, 2016 - Morningstar, Inc. -  Morningstar's Ben Johnson explains the launch of our Morningstar Analyst Ratings for ETFs.

A Deeper Dive on Our New ETF Analyst Ratings
Oct. 25, 2016 - Morningstar, Inc. -  Morningstar’s Ben Johnson takes a closer look at how the analyst ratings for the first 100 ETFs shake out and highlights some of our favorites.

Bringing ETF and Mutual Funds Ratings Together
Oct. 25, 2016 - Morningstar, Inc. -  A refresh to the two most important signals Morningstar sends to investors should help guide investment in their investment selection process.

Finding Opportunities in a Zero Interest Rate World
Oct. 14, 2016 - Cohen & Steers -  Finding Opportunities in a Zero Interest Rate World

ETF Fees Are on the Decline, As Price War Escalates
Oct. 12, 2016 - The Street -  Major investment firms are slashing exchange-traded fund costs, and that's music to the ears for budget-minded investors.

Index Funds May Not Always Lead the Pack
Oct. 05, 2016 - Morningstar, Inc. -  Market cap-weighted U.S. equity index funds are performing well now due to both structural advantages and cyclical factors, says Morningstar's Ben Johnson.

BlackRock Undercuts Its Competition
Oct. 05, 2016 - Morningstar, Inc. -  Rock-bottom fees on core ETFs can be good for both investors and asset managers, says Morningstar’s Ben Johnson.

Making the Momentum Effect Work for Your Portfolio
Sep. 29, 2016 - Morningstar, Inc. -  Research by Morningstar's Alex Bryan shows how pervasive the effect is, and he offers tips on implementing the strategy and some products that help harness momentum.

PIMCO: Playing It Safe at the Short End of the Curve
Sep. 08, 2016 - Morningstar, Inc. -  Jerome Schneider says he’s de-emphasizing interest-rate risk to produce a smoother ride for investors as changing expectations drive volatility.

The Case Against the Traditional 60/40 Portfolio
Sep. 08, 2016 - Morningstar, Inc. -  John West of Research Affiliates says anything with a link to inflation, commodities, or emerging markets would be an improvement in real return.

How Investors Can Take Advantage of Momentum
Sep. 08, 2016 - Morningstar, Inc. -  Author Gary Antonacci says momentum works best with broad indices and asset classes versus individual stock prices.

What Pairs Well With Low Volatility Stocks?
Sep. 08, 2016 - Morningstar, Inc. -  Combining low volatility and momentum factors can be beneficial from a diversification perspective, says Craig Lazzara of S&P Dow Jones Indices.

Hsu: We All Time Investments--Poorly
Sep. 08, 2016 - Morningstar, Inc. -  Rayliant CIO Jason Hsu says investors should tune out the noise of short-term performance and focus on being more contrarian.

Don't Expect Outperformance From Low-Volatility Stocks
Sep. 08, 2016 - Morningstar, Inc. -  Low-volatility strategies have a role to play, but investors shouldn't expect to get higher long-run returns by taking on less risk, says Vanguard's John Ameriks.

What's Behind the Emerging-Markets Rally?
Sep. 08, 2016 - Morningstar, Inc. -  WisdomTree's Jeremy Schwartz discusses emerging markets' performance drivers, valuations, and risks.

Indexing Impact Fears Overblown
Aug. 31, 2016 - Morningstar, Inc. -  Morningstar's Ben Johnson says passive strategies aren’t making the market less efficient.

Are Active Managers Really Better in Less-Efficient Markets?
Aug. 17, 2016 - Morningstar, Inc. -  Active outperformance isn't easy in any market but stands a better chance when fees are low.

This Strategic Beta ETF Ticks a Lot of Boxes
Aug. 15, 2016 - Morningstar, Inc. -  With a low 0.09% fee, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF looks to exploit time-tested factors in a fairly simple, highly transparent manner.

Markets: Why the 'sell everything' crowd has been really wrong
Aug. 08, 2016 - CNBC -  If you believe it's time to sell, you're in a pretty lofty club — Jeff Gundlach, Bill Gross and Carl Icahn are all members, just to name three.

Bill Gross Is Running His $1.5 Billion Mutual Fund by Himself — Again
Jul. 28, 2016 - Bloomberg -  Bill Gross is running his $1.5 billion Janus Global Unconstrained Bond Fund by himself -- again.

The Best Way to Use Factor ETFs
Jul. 27, 2016 - Morningstar, Inc. -  A balanced, multifactor approach will help investors stay diversified and mitigate the ups and downs of any given style.

Investors Keep Flocking to Safety
Jul. 14, 2016 - Morningstar, Inc. -  Elevated levels of uncertainty in the stock market are leading to sustained inflows into bonds, says Morningstar's Alina Lamy.

What Do You Do When Your Winning ETF Has Run Up More Than 200%?
Jul. 08, 2016 - Investor's Business Daily -  Sometimes, a winning stock or ETF is reason for investors to pop the cork. Other times, it may very well be the cause of heartbreak or sleepless nights.

Goldman Sachs tells its asset managers to tighten belts
Jul. 04, 2016 - CNBC -  Goldman Sachs has told staff at its asset management division GSAM to tighten their belts, amid outflows and poor performance from some of its largest funds.

Why Index Construction Matters for ETF Investors
Jun. 30, 2016 - Morningstar, Inc. -  Indexes can track the same general market but vary significantly in their ingredients and performance, says Morningstar's Ben Johnson.

What's Next for the Stock Market This Week Post-'Brexit?'
Jun. 27, 2016 - The Street -  Is the bear finally here?

A week ago the weekly charts were flashing technical warnings despite the high probability that he U.K. would vote to stay in the European Union. Even with the Dow Jones Industrial Average (INDU) closing above 18,000 on Thursday and with the S&P 500 within 1% of its all-time high, weekly momentum (12x3x3 weekly slow stochastics) continued to decline.

Eton Park’s Gold Bet Pays Off as ETFs Soar Most in Four Years
Jun. 27, 2016 - Bloomberg -  Big gold bets made earlier this year by investors including Eric Mindich’s Eton Park Capital Management are paying off.

Quants, ETFs and Overweight Funds Hang Over Stocks on U.K. Vote
Jun. 26, 2016 - Bloomberg -  One way to assess how much pain looms for global stocks post-Brexit is to figure out who needs to sell. Strategists analyzing fund flows say that includes computer traders, exchange-traded funds and individuals who piled into European stocks expecting a different outcome.

Jeff Gundlach's bond fund is about to score a major win
Jun. 23, 2016 - CNBC -  Jeff Gundlach's upstart bond fund has gone from the new kid on the block to a full-fledged grown-up in relatively little time.

Are There Viable Alternatives to Traditional Bond ETFs?
Jun. 22, 2016 - Morningstar, Inc. -  Non-market-cap-weighted strategies may have higher return and yield potential, but beware of taking on more volatility and risk.

Has 'Low-Beta' Become High-Risk?
Jun. 14, 2016 - Morningstar, Inc. -  Research Affiliates' Rob Arnott discusses how valuations shape long-term future returns.

A Cheap Option for TIPS Investors
Jun. 06, 2016 - Morningstar, Inc. -  Schwab U.S. TIPS ETF is one of the cheapest options available for investors looking to take out some portfolio insurance.

Here Are Four ETFs for a Steady Portfolio
May. 28, 2016 - The Street -  The PowerShares S&P 500 Low Volatility ETF (SPLV)  is up 3.4% thus far in 2016, outperforming the S&P 500 index by two full percentage points. Janet Brown, portfolio manager of the FundX Conservative Upgrader Fund, said after the wild ride in the first quarter it is no surprise that investors are seeking out a more subdued class of stocks

Here's One Way of Saving the Winklevoss Twins' Bitcoin ETF Dream
May. 23, 2016 - Bloomberg -  The Winklevoss twins seem to have the best timing but the worst luck.
When the Winklevii filed for a physically backed bitcoin exchange-traded fund nearly three years ago, it created a stir. Their zeitgeist-capturing ETF filing garnered more press attention than all 139 new ETF launches that year combined but soon ran into a wall in the form of U.S. securities regulators.

Can Senior Loan Funds Withstand Rising Rates?
May. 18, 2016 - Morningstar, Inc. -  Though more durable than some other bond types during periods of rising rates, senior loans carry credit and liquidity risk, says Morningstar's Alex Bryan.

Low-Volatility ETFs at the Popular Table
May. 17, 2016 - Morningstar, Inc. -  Although asset flows into these funds have been robust this year, be mindful of expenses and don't chase performance, warns Morningstar's Alina Lamy.

Why to Buy Gold ETFs Now
May. 07, 2016 - Barron's -  Gold funds can offer some protection to your portfolio if central bank efforts to stoke economic growth fail, says Fritz Folts, chief investment strategist at 3EDGE Asset Management.

Don’t Get Caught by Funds of Hedge Funds Costs
May. 04, 2016 - Morningstar, Inc. -  A low-return environment has stifled these pricey funds, and investors would've been better served by a low-fee bond ETF, says Morningstar’s Jason Kephart.

Two new products attempt to slay the white whale of the ETF market
May. 04, 2016 - CNBC -  If you think volatility is about to rise, what should you buy? One veteran of exchange-traded products hopes he has come up with a new answer to that question.

BOJ's Capitalism Play on Exchange Traded Funds
Apr. 25, 2016 - Bloomberg -  The Bank of Japan may take on extended ownership of the nation's exchange traded funds if the bank agrees to boost stimulus later this week. Bloomberg Editor-in-Chief John Micklethwait examines the Bank's actions on "Bloomberg ‹GO›." 

Are Index Funds Still Winning?
Apr. 21, 2016 - Morningstar, Inc. -  Morningstar's Ben Johnson discusses the latest performance findings from Morningstar's Active/Passive Barometer report.

Here's How Stocks' Upward Momentum Will Slow
Apr. 18, 2016 - Morningstar, Inc. -  The five major equity averages have been rising for months now, and it is apparent that demand is pushing prices to levels that don't support the fundamentals. That's why overbought conditions are beginning to spread on all but the Nasdaq Composite (NDAQ) . 

The Whole Bond Market for a Slim Fee
Apr. 05, 2016 - Morningstar, Inc. -  IShares Core Total USD Bond Market ETF grants exposure to emerging-markets and high-yield bonds alongside high-quality, investment-grade fare, says Morningstar's Brian Moriarty.

The Picks Panel: Best Ideas From Morningstar Analysts
Apr. 02, 2016 - Morningstar, Inc. -  Whether you need to fill a hole in your retirement portfolio or want to find a world-class company at a bargain-basement stock price, a trio of Morningstar specialists share their shopping lists of topnotch candidates.

Quality: Outperformance Without the Risk?
Mar. 23, 2016 - Morningstar, Inc. -  Morningstar's Ben Johnson explores some reasons why quality stocks may outperform, and how investors can incorporate them into a portfolio.

How to Trade Growing 'Flight to Safety' Into Bonds, Gold as Oil, Euro Gain
Mar. 21, 2016 - The Street -  "Flight to safety" investments in U.S. Treasuries and gold continue to outperform stocks, as crude oil prices move higher and the dollar loses ground. Let's take look at the daily charts for the exchange-traded funds that represents bonds, gold, oil and the dollar.

The Fed under Yellen and the gold trade
Mar. 16, 2016 - CNBC -  Gold, which has been on a remarkable run so far in 2016, pulled back this week before the Fed statement, and then did an about-face.

An ETN Is Not a Kleenex
Mar. 15, 2016 - Morningstar, Inc. -  Although they're often collectively called 'ETFs,' exchange-traded funds, exchange-traded notes, and investment trusts have important differences investors should be aware of.

Gold funds have become the 'gorilla' of the ETF market
Mar. 11, 2016 - CNBC -  Investors can't seem to get enough of gold this year.

As gold has seen its best start to the year since 1974, exchange-traded funds that track the metal have surged in popularity. According to Stacey Gilbert of Susquehanna, long unlevered gold ETFs have already seen $7.3 billion in inflows this year.

2 Ways to Tap Vanguard's Quality-Dividend Strategy
Mar. 02, 2016 - Morningstar, Inc. -  Although both Vanguard funds are rated Gold, Dividend Growth is an active strategy with more flexibility, while Dividend Appreciation is a passive fund with rock-bottom costs.

China Index Futures Gain on PBOC Reserve Ratio Cut; ETFs Decline
Feb. 29, 2016 - Bloomberg -  Chinese stock-index futures in Hong Kong climbed after the central bank cut the amount of cash the nation’s lenders must hold as reserves, boosting efforts to support the world’s second-largest economy.

Just 1% of mutual funds are positive in 2016
Feb. 29, 2016 - CNBC -  Despite factors that might otherwise suggest a good year for stock pickers, the early returns are not encouraging.

Through the first two months of 2016, just 28 percent of large-cap mutual fund managers are beating their benchmarks, according to a Goldman Sachs analysis. Worse yet, only 1 percent are showing a profit in what has been a tough year for the market.

2 Ways to Bet on a Value-Stock Turnaround
Feb. 25, 2016 - Morningstar, Inc. -  As some investors are giving up on value stocks, these ETFs offer contrarians a potent and a tamer way to capture what could be a resurgent value premium.

Benz: My Favorite Funds for IRAs
Feb. 18, 2016 - Morningstar, Inc. -  Whether you're nearing retirement or still accumulating, these Morningstar analyst-approved holdings are great candidates for tax-sheltered accounts.

Timely advice from a veteran of the markets
Feb. 02, 2016 - BlackRock -  Dennis Stattman, lead portfolio manager of the BlackRock Global Allocation Fund joins Consuelo Mack for an exclusive television interview. A finalist for Morningstar's Manager of the Decade award, Stattman discusses where he is finding the best opportunities around the world.

How to Trade Equity ETFs Amid Volatility From Oil, Global Events
Feb. 01, 2016 - The Street -  The weekly charts for the Dow Jones Industrial Average (INDU) , the S&P 500 (^GSPC) , the Nasdaq Composite (NDAQ) , the Dow Jones Transportation Average (^DJT) and the Russell 2000 have been negative since the end of 2015, and only transports has become oversold. All five indices set 2016 lows on Jan. 20, just as crude oil prices bottomed.

ETF Investors Keep It Simple
Jan. 28, 2016 - Morningstar, Inc. -  Despite the profusion of niche ETF products coming to market, investors are still showing a strong preference for low-cost, plain-vanilla equity exposure, says Morningstar's Ben Johnson.

3 Stock Picks from Mario Gabelli
Jan. 23, 2016 - Barron's -  The legendary value investor makes the case for Madison Square Garden Co., Griffon Corporation, and a broadcaster that could become the ESPN of Europe.

Key Factors When Evaluating Funds for a Retirement Portfolio
Jan. 21, 2016 - Morningstar, Inc. -  Investors need to look beyond recent performance and ratings and consider costs, returns during a full market cycle, and fit, among other elements.

Under the Hood of Multifactor Investing
Jan. 20, 2016 - Morningstar, Inc. -  Morningstar's Alex Bryan reviews several funds that blend multiple factor-based strategies and discusses how investors might use such strategies in their portfolios.

Why the correction? Machines have taken over
Jan. 15, 2016 - CNBC -  In days of old, a Wall Street blowout like Friday's would have featured harried traders shouting out sell orders on exchange floors, trying to limit their losses as the market crumbled.

Investors Head Toward the Exits of Active U.S. Funds
Jan. 14, 2016 - Morningstar, Inc. -  2015 saw the largest outflows from U.S. equity funds--driven by redemptions at actively managed funds--and the largest inflows to international-stock funds.

That Giant Sucking Sound You Hear Is the ETF Options Market
Jan. 08, 2016 - Bloomberg -  As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.

Why Investors Are Fleeing Commodity ETFs
Dec. 28, 2015 - Bloomberg -  Investors can't seem to get away from non-energy commodities fast enough. A record $857 million was pulled this year from U.S. exchange-traded funds backed by broad baskets of everything from grains to metals. Bloomberg's Joe Deaux reports on "Bloomberg Markets."

Is a Low-Volatility Approach Right for You?
Dec. 26, 2015 - Morningstar, Inc. -  Low-volatility funds tend to offer a better risk/reward trade-off than the overall market, but the stocks therein will likely underperform in extended bull markets and could be more sensitive to interest rates, says Morningstar's Alex Bryan.

What High-Yield Investors Need to Know Today
Dec. 17, 2015 - Morningstar, Inc. -  The problems at Third Avenue are likely isolated, but both active and passive high-yield investors need to be aware of the risks and opportunities today.

Vanguard’s ETF Ideas for 2016
Dec. 10, 2015 - The Street -  Investors need to follow best practices when trading ETFs, and perhaps the foremost among those guidelines is using limit orders, said Joel Dickson, global head of investment research and development at Vanguard.

2016 Outlook - 5 Key Areas of Change in 2016
Dec. 04, 2015 - Wells Fargo Advisors -  Wells Fargo Investment Institute’s strategists believe 2016 could be a year of significant change for investors. In this video, they discuss five changes brewing that may have implications for financial markets.

How Exactly Do You Trade Exchange Traded Funds? BlackRock Strategist Debunks ETFs
Dec. 03, 2015 - The Street -  Demand for exchange-traded funds remains strong, as ETFs have become a popular alternative to stocks. Year to date, investors have directed some $201 billion into ETFs, on track to reach the $243 billion invested during 2014, according to ETF.com.

Just How Tax-Efficient Are ETFs?
Dec. 02, 2015 - Morningstar, Inc. -  Strategy and structure make ETFs more tax-efficient than most actively managed funds, but they're not immune from taxation, says Morningstar's Ben Johnson.

Where should you invest in 2016?
Nov. 30, 2015 - CNBC -  Nick Nelson, head of European equity strategy at UBS, says Europe is the place to be invested due to nominal growth and the potential for inflation in energy prices.

These high-risk liquid alt strategies also offer high rewards
Nov. 19, 2015 - CNBC -  At a time when solid returns of any sort are hard to come by, it's not surprising to see market participants reaching for risk.

Bogle: Stocks Will Do Better Than Bonds Over Next Decade
Nov. 17, 2015 - Bloomberg -  Vanguard Group CEO and Founder Jack Bogle discusses his outlook for stocks. He speaks on "Bloomberg Markets."

How to Trade the Expected Fed Hike Via Bonds, Gold, Commodities, the Dollar
Nov. 09, 2015 - The Street -  A stronger-than-expected employment report for October had the markets spinning last week with a fresh dose of volatility. Strategists now say that a rate hike by the Federal Reserve seems likely after the Dec. 15 to 16 Federal Open Market Committee meeting.

The Rate Hike Huff
Nov. 09, 2015 - First Trust -  The Rate Hike Huff

Why Have Quality-Dividend ETFs Underperformed?
Nov. 09, 2015 - Morningstar, Inc. -  A seven-year-long bull market has led to quality-dividend ETFs underperforming broader indexes, but Morningstar’s Ben Johnson thinks these funds’ time to shine will be during the next bear market.

The Fastest-Growing Fund Families
Nov. 04, 2015 - Morningstar, Inc. -  PIMCO outflows and the continued growth of ETFs and alternative funds have had a big impact on fund flows this year.

3 ETFs to Trade the Volatility in Housing and Banking
Nov. 03, 2015 - The Street -  Recent housing data has been mixed, and real estate lending from community and regional banks has not returned to pre-crisis levels. Housing prices have become too expensive.

How to Get the Attention of the Financial Media
Oct. 22, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look at future earnings estimates.

This ETF Takes a Different Approach to Value
Oct. 22, 2015 - Morningstar, Inc. -  IShares MSCI USA Value Factor ETF eliminates the unintended sector biases that value-focused index funds often have.

New Biotech ETF
Oct. 15, 2015 - CNBC -  Now there's a way to get involved in one of the most volatile areas of biotech.  CNBC's Meg Tirrell discusses.

Warning: This Popular ETF May Cause Motion Sickness
Oct. 06, 2015 - Morningstar, Inc. -  First Trust Dorsey Wright International Focus 5's momentum strategy has worked so far, but investors could be in for a bumpy ride.

Meet ETF public enemy No. 1 in this crazy market
Oct. 02, 2015 - CNBC -  It has been a tough week for Direxion, a sponsor of exchange-traded funds that make highly leveraged bets on various markets going up and down.

The Upside of the Investor-Return Gap
Sep. 30, 2015 - Morningstar, Inc. -  The flexibility that individual investors have to capture excess returns gives them an advantage over less-agile institutional investors, says Research Affiliates' Jason Hsu.

What Active Management Can Bring to Dividend Investing
Sep. 30, 2015 - Morningstar, Inc. -  A forward-looking active manager may be able to sidestep companies and areas of the market where dividends are at risk, says Fidelity's Ramona Persaud.

Davis: Current Environment Doesn't Encourage Risk-Taking
Sep. 30, 2015 - Morningstar, Inc. -  Investors would be wise to stick with their long-term plan, as risk-taking will likely not be rewarded in the current market climate, says Vanguard's Joe Davis.

Active vs. Passive: Not So Clear-Cut Anymore
Sep. 30, 2015 - Morningstar, Inc. -  As the distinctions between active and passive strategies become less visible, investors' due diligence must evolve, says Vanguard's Joel Dickson.

Do You Need a Real-Money Benchmark?
Sep. 23, 2015 - MLP HINDSight -  Investing a modest amount in a benchmark that reflects your investment mix provides a real-dollar gauge of how your portfolio is doing, says Morningstar's Ben Johnson.

Fed decision will be a boon for US-listed ETFs: ETFGI
Sep. 20, 2015 - CNBC -  Deborah Fuhr, partner & co-founder at ETFGI, explains why...

4 ETFs to Trade the Fed Interest Rate Decision
Sep. 14, 2015 - The Street -  The Federal Reserve is getting set to announce whether it will raise interest rates this month. Here's how to trade four exchange-traded funds based on the interest rate announcement.

Brian Wesbury discusses why he thinks the market is undervalued
Sep. 11, 2015 - First Trust -  Brian Wesbury discusses why he thinks the market is undervalued

Beware these costly ETF & mutual fund mistakes
Sep. 08, 2015 - CNBC -  Jim Cramer's head is spinning with all of the options out there for mutual funds and exchange traded funds (ETFs). How the heck are investors supposed to know which ones to invest in when there are so many of them?

3 Low-Cost Options for Tracking the S&P 500
Sep. 08, 2015 - Morningstar, Inc. -  SPDR S&P 500 offers more liquidity, while the Vanguard and iShares ETFs can more flexibly reinvest dividends and engage in securities lending.

What's Bothering Investors?
Aug. 31, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the issues that are giving rise to recent market volatility and provides a set of reasons that continue to bother investor sentiment.

Online Giants in a Single Fund
Aug. 21, 2015 - Morningstar, Inc. -  Investors who are bullish on Internet companies--including Amazon, Google, and Facebook--but want to avoid single-stock risk can consider First Trust Dow Jones Internet Index.

Pedal to the Metal for Passive Fund Growth
Aug. 12, 2015 - Morningstar, Inc. -  In the coming years, we see passive fund assets reaching parity with active funds.

ETFs are overtaking hedge funds
Aug. 05, 2015 - CNBC -  ETFs are overtaking hedge funds

Three Things That Are Moving Today's Markets
Aug. 05, 2015 - Bloomberg -  Fifth Street Asset Management CEO and Chairman Len Tannenbaum and Bloomberg's Tracy Alloway discuss today's market movers. They speak on "Market Makers." (Source: Bloomberg)

Lipper Weekly U.S. Fund Flows Video Series—July 29, 2015
Aug. 03, 2015 - Lipper -  For the second week in three investors were net redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), withdrawing a net $6.2 billion for the week. Investors pulled money out of all four of Lipper's major macro-groups, redeeming $3.5 billion from taxable bond funds, $1.8 billion from equity funds, $0.9 billion from money market funds, and $73 million from municipal bond funds. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

THIS may spark dreaded stock correction: BlackRock
Aug. 03, 2015 - CNBC -  The stock market could be poised for a 10 percent decline as the Federal Reserve gets ready to hike interest rates for the first time in nine years, BlackRock Global Investment Strategist Russ Koesterich told CNBC on Monday.

Gold funds tarnished by yellow metal's plunge
Jul. 20, 2015 - USA Today -  Funds that track gold, normally a haven in hard times, are suffering tough times of their own.

Vanguard Moves First to Add China A-Shares
Jul. 15, 2015 - Morningstar, Inc. -  The fund company's emerging-markets index fund and ETF will eventually have a hefty China allocation.

Greece, China, Alcoa and the Global Economy

Jul. 13, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in Greece and China. He also comments on the guidance provided last week by Alcoa and looks forward to this week's earnings reporting.

Look out: Currency hedging is on the loose in ETF world
Jul. 08, 2015 - CNBC -  That stampeding sound you hear is coming from fund managers scurrying to get into the currency-hedging trade.

Happy 4th of July
Jul. 06, 2015 - First Trust -  Happy 4th of July

An Enhanced Value Strategy Gives This ETF an Edge
Jun. 30, 2015 - Morningstar, Inc. -  Rather than using a market-cap-weighted approach, PowerShares FTSE RAFI US 1000 introduces a value tilt by weighting companies based on fundamental measures.

2 Low-Cost ETFs for Broad U.S. Stock Exposure
Jun. 22, 2015 - Morningstar, Inc. -  Although both ETFs offer broad, low-cost exposure to U.S. stocks, Vanguard Total Stock Market is both more liquid and more representative of the market than Schwab U.S. Broad Market.

Liar, Liar, Unemployment (Not) Higher
Jun. 10, 2015 - First Trust -  Liar, Liar, Unemployment (Not) Higher

Our Favorite Energy ETF
May. 27, 2015 - Morningstar, Inc. -  Energy Select Sector SPDR is a low-cost, liquid tool for strong-stomached investors seeking broad-based energy exposure.

A Bond Fund That Stands Up to Rising Rates
May. 22, 2015 - Morningstar, Inc. -  Powershares Senior Loan ETF can play a valuable supporting role within a broader bond portfolio, but investors need to set realistic performance expectations.

2 Flavors for Core Bond Indexers
May. 14, 2015 - Morningstar, Inc. -  IShares Core Total USD Bond ETF takes on more credit risk for higher yield, while iShares Core U.S. Aggregate Bond sticks with higher-quality credits.

2 New ETFs With Big Potential
May. 06, 2015 - seekingalpha.com -  These two ETFs launched recently could be excellent picks for long term investors (XT, TOTL).

Will Indexing Kill the Nasdaq?
May. 05, 2015 - WallStreetJournal -  Nasdaq chief Bob Greifeld on how the stock marketplace is adapting to the shift toward index funds, and how "smart beta" is saving the day.

Puerto Rico bonds a good bet? Jeffrey Gundlach says yes
May. 05, 2015 - CNBC -  Jeffrey Gundlach, founder of investment firm DoubleLine Capital, has made a bold recommendation to investors: Buy Puerto Rican general obligation bonds.

The ETF craze just crossed a huge hurdle
May. 04, 2015 - CNBC -  Mom-and-pop investors have crossed an important threshold in how they're putting their money to work.

A Broader Way to Build Housing-Sector Exposure
May. 01, 2015 - Morningstar, Inc. -  SPDR S&P Homebuilders ETF--which also holds home-furnishing, building-products, and home-retailer stocks--is a low-cost way to invest in a sector with positive potential.

John P. Calamos, Sr. on Fox Business
Apr. 27, 2015 - Calamos Investments -  In an interview from the Milken Institute Global Conference, John P. Calamos, Sr. discusses the firm’s current thoughts on valuations and the market.

U.S. ETF First Quarter Roundup
Apr. 20, 2015 - etfgi -  U.S. ETF First Quarter Roundup

Q1 Global ETF Update
Apr. 20, 2015 - etfgi -  Q1 Global ETF Update

Strategic Beta: Investment Fad or Opportunity?
Apr. 20, 2015 - Morningstar, Inc. -  Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson.

4 Passive-Investing Pitfalls to Avoid
Apr. 17, 2015 - Morningstar, Inc. -  Don't assume all index funds are low cost and tax-efficient, and avoid overdiversification and becoming too hands-on, says Morningstar's Mike Rawson.

The Two Americas
Apr. 17, 2015 - First Trust -  The Two Americas

BlackRock Says Assets Grew 8% in Quarter
Apr. 16, 2015 - The New York Times -  As regulators in Washington warn of the risks that large asset management companies may pose to the markets, BlackRock, the largest of them all, continues to rake in heavy investment flows.

Europe will be year's 'big surprise': Larry Fink
Apr. 16, 2015 - CNBC -  Larry Fink, BlackRock chairman & CEO, explains why he is optimist about European equities, thinks the U.S. dollar is too expensive, and shares his thoughts on stock buybacks.

Eaton Vance Plans to Launch New Type of Fund
Apr. 14, 2015 - WallStreetJournal -  Eight companies have signed preliminary agreements to license the NextShares structure and launch these new exchange-traded managed funds, and Eaton Vance is in active discussions with quite a few other companies, says Eaton Vance chief executive Tom Faust.

Will an 83% Beat Rate Continue?
Apr. 13, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and anticipates solid earning's reports this month.

3 ETF Options for International Small-Cap Exposure
Apr. 01, 2015 - Morningstar, Inc. -  Vanguard FTSE All-World ex-US Small-Cap provides exposure to both developed- and emerging-markets small caps, while WisdomTree offers a dividend-focused ETF and a currency-hedged ETF.

Jumping on junk: Investors crazy for high yield bonds
Mar. 30, 2015 - CNBC -  The supply of U.S. companies with junk-rated debt is rising just as investor demand for higher yields is climbing.

How ETFs work
Mar. 24, 2015 - Financial Times -  The rewards and risks of low-cost index trackers

Is ETF innovation in overdrive?
Mar. 20, 2015 - Financial Times -  Innovation in the exchange-traded funds industry

Strategic beta simplified
Mar. 16, 2015 - JP Morgan Asset Management -  The benefits of Strategic Beta, an intersection between active and passive investment strategies.

Europe ETFs seeing influx of cash: ETFGI
Mar. 15, 2015 - CNBC -  Deborah Fuhr, managing partner of ETFGI, says nearly $22 billion of net new money have flowed into European-focused ETFs over the past two months.

Strong Jobs, Foolish Stocks

Mar. 06, 2015 - First Trust -  Strong Jobs, Foolish Stocks

This ETF's Index Is a Victim of Its Own Success
Mar. 06, 2015 - Morningstar, Inc. -  IShares Russell 2000 ETF may be the most popular small-cap ETF, but the index it tracks has underperformed other small-cap indexes.

Keep ETF Trading Costs Down
Mar. 04, 2015 - WallStreetJournal -  Proper due diligence can key investors trading exchange-traded funds in to anomalies, and putting buyers into competition can help minimize costs.

Market Outlook and Asset Allocation
Feb. 25, 2015 - Calamos Investments -  Global Co-CIO Gary Black provides the firm’s market outlook and commentary on asset allocation.

Gundlach launches ETF
Feb. 25, 2015 - CNBC -  DoubleLine's Jeff Gundlach has entered the ETF business, reports CNBC's Bob Pisani.

This ETF Takes the Euro Out of European Dividend Payers
Feb. 23, 2015 - Morningstar, Inc. -  WisdomTree Europe Hedged Equity offers a high-quality portfolio of dividend-paying equities while hedging against currency risk.

A Good Old Fashioned Yield Rally
Feb. 18, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and provides his perspective on the current yield rally. Lastly he gives an update on this quarter's earning season.

Apocalypse? Not a Chance!
Feb. 13, 2015 - First Trust -  Apocalypse? Not a Chance!

Retail Sales Drop: Noise, Not News
Feb. 13, 2015 - First Trust -  Retail Sales Drop: Noise, Not News

Strong Start for Global ETF Inflows
Feb. 11, 2015 - Asset.tv -  $12 Billion in new assets flowed into the global ETF market, mostly focused on fixed income and commodities. Deborah Fuhr, Partner at ETFGI, provides a detailed overview of asset flows within the global ETF industry.

A Muni ETF for Investors Seeking Tax Relief
Feb. 06, 2015 - Morningstar, Inc. -  SPDR Nuveen Barclays Municipal Bond ETF offers a portfolio of high-quality muni bonds at a low cost and a relatively attractive tax-equivalent yield.

ETF performance attracting money
Feb. 06, 2015 - CNBC -  Jonathan Steinberg, WisdomTree Investments CEO, provides insight to how the company attracts talent, and the best performing funds

A Macro View of Stocks
Feb. 02, 2015 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and makes the bullish case for equities in 2015.

Beyond Market Cap Investing: Strategic Beta ETFs
Feb. 02, 2015 - JP Morgan Asset Management -  Learn about the evolution of the ETF industry, the benefits of Strategic Beta and its role in a portfolio.

SVP and Co-PM Eli Pars interview on Fox Business
Jan. 26, 2015 - Calamos Investments -  SVP and Co-Portfolio Manager Eli Pars discusses the Greek elections and the company’s outlook for convertible bonds given volatile global markets.

A Small-Cap Dividend ETF With a Value Tilt
Jan. 23, 2015 - Morningstar, Inc. -  WisdomTree SmallCap Dividend ETF's approach offers value investors an interesting way to play small caps.

BlackRock CEO: All signs point to stocks going higher
Jan. 21, 2015 - CNBC -  Larry Fink, BlackRock chairman & CEO, shares his outlook on stocks, interest rates, Europe and bonds.

Challenges to US growth: Larry Summers
Jan. 21, 2015 - CNBC -  Former Treasury Secretary Larry Summers, shares his thought on putting people to work and improving the nation's infrastructure.

John P. Calamos, Sr. on CNBC 01/20/2015
Jan. 20, 2015 - Calamos Investments -  John Calamos, Sr. shares the company’s economic outlook, given market volatility, on CNBC’s Closing Bell.

Exchange Traded Funds - Trends & Outlook
Jan. 12, 2015 - Asset.tv -  Joe Keenan, Head of Global ETF Services for BNY Mellon, talks about the state of the ETF market, its continued growth and the importance of the ETF Symposium as an educational tool.

Foreign-Stock Exposure Without the Currency Risk
Jan. 09, 2015 - Morningstar, Inc. -  Investors looking to top up their international-equity allocation without increasing their foreign-currency exposure might consider Deutsche X-trackers MSCI EAFE Hedged Equity ETF.

Bill Gross Says Good Times Over as Markets Set to Fall
Jan. 06, 2015 - Bloomberg -  On today’s “The Roundup,” Bloomberg's Trish Regan, Matt Miller, Alex Barinka and Lisa Abramowicz wrap up the day’s top market stories on “Street Smart.”

No Bill Gross, No Sweat: Get Ben Bernanke
Dec. 18, 2014 - Bloomberg -  On today’s “The Roundup,” Bloomberg's Trish Regan, Lisa Abramowicz, Mary Childs and Leslie Picker break down some of the day’s top market stories on “Street Smart.”

Don't Pay Up to Play REITs
Dec. 11, 2014 - Morningstar, Inc. -  The single most important thing to focus on when investing in a REIT ETF is the expense ratio, and Vanguard REIT Index is about as low as they go.

More on Cambria's 'Global Asset Allocation ETF'

Dec. 10, 2014 - CNBC -  Mebane Faber, CIO of Cambria Investment Management, introduces the firm's newly launched exchange-traded fund (ETF) on the Nasdaq, which has no management fee.

Active or Index for Overseas Exposure?
Dec. 08, 2014 - Morningstar, Inc. -  Morningstar senior analyst Patty Oey offers tips to help global investors pick a vehicle for their foreign investments.

A Low-Cost ETF for Income Seekers
Dec. 03, 2014 - Morningstar, Inc. -  As the cheapest strategic beta fund in our universe, Schwab US Dividend Equity is a solid satellite ETF for those seeking some extra income.

Global markets 'living on borrowed time': Wilbur Ross
Nov. 17, 2014 - CNBC -  Global financial markets are living on borrowed time with geopolitical crises and deflationary risks still a concern, private-equity billionaire Wilbur Ross told CNBC.

Reduce Volatility and Increase Yield With This ETF
Nov. 12, 2014 - Morningstar, Inc. -  SPDR Barclays Convertible Securities ETF is a smart buy for equity investors willing to trade some of the upside of equities for some downside protection and yield.

An Unusual Play on Falling Oil Prices
Oct. 31, 2014 - Morningstar, Inc. -  As a major oil importer, India's economy is expected to benefit

Market Commentary
Oct. 30, 2014 - Calamos Investments -  Global Co-CIO Gary Black shares the firm’s commentary on the U.S. and global markets.

Bogle: Latest Investor Trends Are Just That--Trends
Oct. 23, 2014 - Morningstar, Inc. -  Vanguard founder John Bogle on strategic beta, alternatives, and narrowly focused index funds.

A Simple Solution for Dividend Seekers
Oct. 15, 2014 - Morningstar, Inc. -  WisdomTree LargeCap Dividend's inclusive portfolio weights stocks based on the dollar amount of dividends paid.

Jerome Schneider, Managing Director, PIMCO
Oct. 10, 2014 - ETF Trends -  Tom Lydon interviews Jerome Schneider, Managing Director of PIMCO.

Broad Fixed-Income Exposure At a Low Cost
Oct. 02, 2014 - Morningstar, Inc. -  Why iShares Core Total US Dollar Bond Market ETF is more representative of the U.S. bond market than its peers.

SEC Probe of PIMCO May Not Be Red Flag
Sep. 24, 2014 - Morningstar, Inc. -  It is still too early to know for sure, but pricing discrepancies in the Total Return ETF could be driven by a number of factors and may not necessarily reflect improprieties by PIMCO, says Morningstar’s Michael Herbst.

Where Should Investors Be Active?
Sep. 22, 2014 - Morningstar, Inc. -  Active management has a better shot of succeeding in the 'dusty corners' of the market than more liquid portions, says Morningstar's Lee Davidson.

A Cheap Tool for Interest-Rate Worriers
Sep. 22, 2014 - Morningstar, Inc. -  At 20 basis points, iShares Floating Rate Bond Fund ETF is the cheapest way to get exposure to investment-grade floating-rate bonds, which can help hedge against rising interest rates.

2 ETFs That Beat a Better Path to Emerging Markets
Sep. 19, 2014 - Morningstar, Inc. -  Morningstar's Patty Oey says these funds provide better exposure to emerging-markets growth than traditional market-cap weighted products.

Fine Tuning Fixed-Income Exposure With Alternative Bond ETFs
Sep. 19, 2014 - Morningstar, Inc. -  ProShares' Simeon Hyman sees new alternative ETF products as a way to manage interest-rate risk while still maintaining exposure to credit risk.

Low Volatility Earns Its Keep in Tough Times
Sep. 18, 2014 - Morningstar, Inc. -  Low-vol strategies may limit investors’ upside in a bull market, but their truncated downside risk may be worth the trade-off in the long run, says S&P Dow Jones Indices’ Craig Lazzara.

Yield Investors: What You're Looking For Isn't There
Sep. 18, 2014 - Morningstar, Inc. -  In today's environment, income investors must settle for relative attractiveness, such as in dividend-paying equities, in a space that is not attractive overall, says State Street Global Advisors' Chris Goolgasian.

Peters: Know What You Want From Dividend ETFs
Sep. 18, 2014 - Morningstar, Inc. -  There can be good reasons to own dividend-focused ETFs, but investors looking for pure income may be better off in individual stocks, says Morningstar’s Josh Peters.

Schneider: Volatility Will Be a Primary Focus for Investors
Sep. 18, 2014 - Morningstar, Inc. -  As Fed policy tightens over the short term, investors will have to actively manage interest rate exposure while looking ahead to a 'new neutral' in the next three to five years, says PIMCO's Jerome Schneider.

Dickson: Active or Passive, the Key Is Costs
Sep. 18, 2014 - Morningstar, Inc. -  Investors can succeed with active, passive, or a mix of both kinds of funds--so long as they mind the fees, says Vanguard's Joel Dickson.

Craftsmanship Needed for These Investment Styles
Sep. 18, 2014 - Morningstar, Inc. -  Targeting value, momentum, and other styles should continue to produce excess returns, but it is critical to implement them efficiently, says AQR's Ronen Israel.

Koesterich: This Bull Market Can Survive Higher Rates
Sep. 17, 2014 - Morningstar, Inc. -  The U.S. economy and stock market should be able to absorb a measured rise in rates starting next year, but investors should expect subsequent raises to come soon after, says BlackRock's Russ Koesterich.

Alibaba ETF placement
Sep. 15, 2014 - CNBC -  Alibaba is ineligible to be held in some of the world's largest ETFs, reports CNBC's Jeff Cox. Tom Lydon, ETF Trends, provides perspective.

Get Balanced Natural-Resources Exposure With This ETF
Sep. 11, 2014 - Morningstar, Inc. -  Equal subsector weightings and attractive valuations make this an interesting choice for risk-tolerant investors.

Russell Indexes – Setting the Style Standard
Sep. 11, 2014 - Russell Invesments -  David Koenig, CFA discusses Russell’s growth and value segments and our innovative approach to style indexes.

Chinese ETFs Trending Higher as U.S. Stocks Stumble
Sep. 09, 2014 - The Street -  Now is a good time to look at Chinese ETFs as China's economy continues to grow and its government cracks down on corporate corruption, said Todd Rosenbluth, senior director at S&P Capital IQ. Rosenbluth recommends the iShares China Large-Cap ETF (FXI) for investors seeking established companies with increased transparency.

Top Starter Funds for Investors on a Shoestring
Sep. 08, 2014 - Morningstar, Inc. -  Morningstar's Christine Benz highlights some of her favorite ETFs and low-minimum-investment funds for new investors.

What's behind the success of ETFs?
Sep. 08, 2014 - Financial Times -  The accessibility and transparency of exchange traded funds are behind the record growth of ETFs in Europe this year, according to Lee Kranefuss, executive chairman of Source. He discusses the challenges of price competition and possible pitfalls with the FT’s Chris Flood.

Index the Market With More Efficiency
Sep. 04, 2014 - Morningstar, Inc. -  Why a total stock market index can make more sense than a basket of more specialized products.

The Quintessential U.S. Equity Fund
Aug. 20, 2014 - Morningstar, Inc. -  No other fund is as efficiently managed or offers such broad diversification to U.S. stocks as Vanguard Total Stock Market.

Stalled Financials Offer a Bit of Value
Aug. 14, 2014 - Morningstar, Inc. -  The financial-services sector has underperformed in 2014 and still faces headwinds, but the Financial Select Sector SPDR ETF also looks relatively undervalued.

Wiedman: Demand for ETFs Should Continue to Grow
Aug. 14, 2014 - Morningstar, Inc. -  Global head of iShares Mark Wiedman discusses the expanded Core Series, common misconceptions about ETFs, and what the future holds for ETF investors.

Investor Fatigue Setting In?
Jul. 17, 2014 - Morningstar, Inc. -  With its size-meets-value approach, this large-cap fund could be a suitable core holding.

Pouring Money into ETFs
Jul. 08, 2014 - BNN -  Deborah Fuhr from ETFGI on Gobal ETF Trends

Bill Gross' 3 Fund Picks
Jun. 17, 2014 - WallStreetJournal -  With nearly all bond categories looking pricey, Michael Aneiro of Barron's explains why Pimco's Gross likes these two closed-end funds and one ETF.

3 Trends Toward Lower-Fee Investments
Jun. 12, 2014 - Morningstar, Inc. -  Investors continue to shift assets away from traditional commission-based approaches and into products with lower expenses.

2 ETFs for a Very Attractive Sector
Jun. 03, 2014 - Morningstar, Inc. -  Bob Goldsborough: The U.S. equity market is largely fairly valued. Investors who are seeking attractive investment opportunities might want to consider the consumer discretionary sector, which over the past few months has been battered even as the rest of the market has done well. Since the start of the year, consumer discretionary stocks have been down about 1% in aggregate, whereas overall the broader U.S. equity market sector has been up about 5%.

High-Quality Dividends at a Low Fee
May. 20, 2014 - Morningstar, Inc. -  With a razor-thin expense ratio and 60% of its holdings sporting wide moats, this exchange-traded fund is suitable as a core holding.

How the ground is shifting in the ETF industry
May. 05, 2014 - CNBC -  CNBC's Jeff Cox discusses the growth of ETFs and the big trends investors should look out for.

2 Ways to Limit Volatility
Apr. 25, 2014 - Morningstar, Inc. -  These ETFs have different approaches to the same goal, but one of them is a better core holding for long-term investors.

Pockets of Opportunity in Equities
Apr. 22, 2014 - Morningstar, Inc. -  Dr. James Breech of Cougar Global Investments explains why his firm's ETF managed portfolios are very overweight in equities now and where they have style-box exposure.

Lost in Translation: Emerging-Markets Dividend ETFs
Apr. 11, 2014 - Morningstar, Inc. -  The screening processes for high-quality dividend payers may not be as effective in emerging markets.

Be Thankful for High-Frequency Trading
Apr. 03, 2014 - Morningstar, Inc. -  Despite the criticisms, high-frequency traders make the market more efficient, allowing for the viability of vehicles such as ETFs, says Morningstar's Sam Lee.

This ETF Has Yield and Superior Returns in Sight
Apr. 01, 2014 - Morningstar, Inc. -  Investors looking for a portfolio of companies committed to returning cash to shareholders should consider this actively managed fund.

Become a Better Index Investor
Mar. 22, 2014 - Morningstar, Inc. -  Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.

Morningstar Reaffirms Gold Rating on PIMCO Total Return
Mar. 19, 2014 - Morningstar, Inc. -  Taking all of the plusses and minuses together, PIMCO Total Return remains a Gold-rated fund resting on a very strong foundation, says Morningstar's Eric Jacobson.

Investors Flock to Foreign-Stock and Noncore Bond Funds
Mar. 12, 2014 - Morningstar, Inc. -  As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.

Trends & Ideas: Investors Chilled on Exchange-Traded Products in January
Feb. 26, 2014 - S&P Capital IQ -  Todd Rosenbluth joins Brian Egli, S&P Capital IQ Editorial, to discuss recent outflows in the exchange-traded product industry, and what investors might expect in the coming months. 

Morningstar Minute: Will Index Investing Be the Norm?
Feb. 20, 2014 - Morningstar, Inc. -  Among the several competing players, one particular S&P index tracker stands out with its lower fees and flexible structure.

Morningstar Minute: Our Favorite S&P 500 ETF
Feb. 20, 2014 - Morningstar, Inc. -  Among the several competing players, one particular S&P index tracker stands out with its lower fees and flexible structure.

The 2 Biggest ETF Mistakes
Feb. 19, 2014 - WallStreetJournal -  A study finds that exchange traded fund investors often do worse than mutual fund investors. Plus: Building bond ladders with ETFs.

Morningstar Minute: A High-Quality Core ETF Holding
Feb. 19, 2014 - Morningstar, Inc. -  PowerShares Buyback Achievers targets firms which have had the financial strength to keep buying shares, but beware of the high price tag.

Perspectives on Emerging Markets 
Feb. 18, 2014 - Calamos Investments -  

Co-Portfolio Manager Nick Niziolek explains how, despite the recent volatility, the firm continues to find bottom-up growth opportunities in the emerging markets.



Should You Follow the Momentum Into Strategy ETFs?
Feb. 14, 2014 - Morningstar, Inc. -  Myriad strategy ETFs have come to market, but investors' allocations to these vehicles should depend on comfort level, says ETFInvestor editor Sam Lee.

Actively Managed ETF Space Getting More Active
Feb. 12, 2014 - ETF Trends -  ETF Trends’ Tom Lydon sat down with Ben Johnson, Director of Global Passive Funds Research for Morningstar, at the TD Ameritrade 2014 National Conference to discuss the growing active ETF space.

Are Individual Bonds Right for You?
Jan. 31, 2014 - Morningstar, Inc. -  No, with few exceptions, says Morningstar's Sam Lee.

Investing using ETFs
Jan. 27, 2014 - CNBC -  CNBC's Bob Pisani asks Tyler Mordy, co-CIO at HAHN Investment Stewards, about investing in ETFs amid trouble in emerging markets and about ways to find dividend-paying stocks.

How Fundamental Index ETF Could Help Bolster Your Portfolio
Jan. 24, 2014 - ETF Trends -  ETF Trends’ Tom Lydon recently sat down with Rob Arnott, Chairman and Chief Executive Officer of Research Affiliates, to explain fundamental indexing and its impact on investing.

Advantage Hedged Currency ETFs
Jan. 17, 2014 - ETF Trends -  ETF Trends’ Tom Lydon recently sat down with Luciano Siracusano, Chief Investment Strategist at WisdomTree, to discuss the currency-hedged ETF strategies and how the investments help manage foreign risks.

Investors embrace ETFs
Jan. 14, 2014 - Financial Times -  Wall Street's rally to an all-time high in 2013 provided a boost to US ETF providers. Deborah Fuhr, founding partner at the consultancy ETFGI, discusses the outlook for the ETF industry with FTfm's Chris Flood.

2014 Muni ETF Outlook: Don't Just Believe the Headlines
Jan. 13, 2014 - S&P Capital IQ -  

James R. (J.R.) Rieger, Vice President, Fixed Income Indices from S&P Dow Jones Indices and Todd Rosenbluth, Director of ETF & Mutual Fund Research, discuss the current state of the municipal bond industry and the major issues affecting it. 




Great Expectations

Jan. 06, 2014 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead.

Outlook for U.S. Economy
Dec. 30, 2013 - Calamos Investments -  Calamos Co-Chief Investment Officer Gary Black shares the firm's views on the U.S. Economy and Global Economy, as well as current equity valuations. The video commentary also includes a discussion of Calamos' portfolio positioning and asset allocation, particularly regarding fixed income.

A Look at 2014
Dec. 20, 2013 - First Trust -  Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead.

Fund Flows: 2013's Biggest Winners and Losers
Dec. 13, 2013 - Morningstar, Inc. -  Passive equity funds, noncore bonds, alternatives, and many of the fund shops that sell them fared well last year, while core bonds, commodities, and gold suffered.

Untapped RIA Demand to Fuel ETF Growth
Dec. 09, 2013 - ETF Trends -  ETF Trends’ Tom Lydon sat down with Sue Thompson, Managing Director and Head of the Registered Investment Advisor Group at BlackRock, at the Charles Schwab IMPACT 2013 conference in Washington, D.C. to discuss the increased adoption rate of ETFs in the investment community.

Brown Brothers Harriman - John Hyland, USCF
Nov. 26, 2013 - Asset.tv -  As part of Brown Brothers Harriman’s Client Insight Series, John Hyland of United States Commodity Funds speaks with Shawn McNinch, Global Head of ETF Services at BBH. John discusses commodity exposure strategies, and options for evaluating commodity ETFs.

Lee: Expect Below-Average Stock Returns Ahead
Nov. 21, 2013 - Morningstar, Inc. -  We're far from 2000 P/E levels, but investors should moderate their expectations for high returns and consider reducing their U.S.-equity risk exposure, says Morningstar's Sam Lee.

How ETF Advisors Can Improve Service to Target Clients
Nov. 11, 2013 - ETF Trends -  ETF Trends’ Tom Lydon sat down with Marie Dzanis, senior vice president and head of exchange traded funds sales and servicing at Northern Trust’s FlexShares, to discuss best practices for reaching out to clients.

ETF Growth Themes: Strategists and Managed Portfolios
Nov. 06, 2013 - ETF Trends -  ETF Trends’ Tom Lydon sat down with Andy Gogerty, ETF Managed Portfolio Specialist Morningstar, to discuss the quickly expanding ETF managed portfolio space.  

Juan Carlos Artigas, Head of Investment Research, World Gold Council
Oct. 22, 2013 - ETF Trends -  ETF Trends’ Tom Lydon sat down with Juan Carlos Artigas, Head of Investment Research for the World Gold Council, to discuss how gold is acting and what investors can expect from the bullion market moving forward.

Meb Faber, Chief Investment Officer, Cambria Investment Management
Oct. 18, 2013 - ETF Trends -  Tom Lydon interviews Mebane Faber, Chief Investment Officer of Cambria Investment Management.

Investors Continue to Take on Credit Risk
Oct. 14, 2013 - Morningstar, Inc. -  September and third-quarter asset-flows data show that investors remain cautious of interest-rate risk and a fully valued stock market, and instead prefer nontraditional bonds and foreign equities.

Arnott on the Key to Smart Beta
Oct. 03, 2013 - Morningstar, Inc. -  Breaking the link between price and portfolio weighting is why smart beta strategies outperform cap-weighted methods, says Research Affiliates' Rob Arnott.

Understand Your Indexing Strategy
Sep. 23, 2013 - Morningstar, Inc. -  As so-called strategy indexes continue to rise in popularity, investors need to determine how well they fit with their portfolio plans and weigh the risks compared with traditional index funds, says Morningstar's Mike Rawson.

ETFs Increasingly in Middle of Active/Passive Spectrum
Sep. 18, 2013 - Morningstar, Inc. -  Ahead of the Morningstar ETF Invest conference, Morningstar's Ben Johnson and Andy Gogerty discuss how ETFs have evolved past plain-vanilla passive investments during the last few years.

Investors Still Exiting Bonds
Sep. 11, 2013 - Morningstar, Inc. -  August saw continued big bond-fund redemptions and a divergence of institutional and individual investor flows in emerging-markets funds.

Finding the Right Fit for Fundamental Indexing
Sep. 10, 2013 - Morningstar, Inc. -  Schwab's Tony Davidow says active factor-based investment strategies complement passive index strategies to help enhance portfolio durability over time.

Malkiel Encouraged by Indexed Products
Sep. 03, 2013 - Morningstar, Inc. -  The author and Princeton professor favors plain-vanilla, index-based investments and says specialized, high-cost products are bad for the ETF industry.

Our Active and Passive Picks for Bank-Loan Funds
Aug. 21, 2013 - Morningstar, Inc. -  With investor interest in bank loans at elevated levels, Morningstar's Sarah Bush and Tim Strauts offer their highest-conviction mutual fund and ETF picks for those seeking exposure to this asset class.

How mid-cap ETFs can be better than Mutual Funds
Aug. 01, 2013 - S&P Capital IQ -  Director of ETF and Mutual Fund Research, Todd Rosenbluth at S&P Capital IQ discusses how mid-cap ETFs can be better than mutual funds.

Jerome Schneider on stepping out to short-term strategies
Jul. 31, 2013 - PIMCO -  Jerome Schneider on stepping out to short-term strategies

Are These Investment Trends Just Fads?
Jul. 15, 2013 - Morningstar, Inc. -  Morningstar's John Rekenthaler offers his take on whether market hot spots, such as low-volatility funds, alternatives, and multi-asset-class income vehicles, have long-term staying power.

Bringing High-Level ETF Strategies to a Lower Price Point
Jun. 13, 2013 - Morningstar, Inc. -  Wela Strategies' Mitch Reiner details the reasons behind starting new firm to roll out ETF strategies with simplified investment philosophies and fewer layers of costs for investors with smaller accounts.

CEF News: Apple & oranges, not exactly. Closed-End Funds are different from ETFs but blend well.
May. 20, 2013 - Investius -  Piers Currie, Aberdeen and Tony Iagleggio, Cohen & Steers speak about Closed-End Funds & ETFs.

Yield & Income and insight at the Capital Link's CEF & ETF Forum 2013
May. 13, 2013 - Investius -  CEF News:  "Yield & Income" - A few perspectives from Capital Link CEF-ETF Forum 2013.

Capital Link CEF-ETF Forum 2013 - Interviews
May. 08, 2013 - Investius -  A few perspectives from  Capital Link CEF-ETF Forum 2013.  Interviews from various speakers & participants.

ETF News - The Future of Fixed Income.
Mar. 18, 2013 - Investius -  Shundrawn Thomas (Flexshares), Ron DeLegge (ETF Guide) & Daniel Kern (Advisor Partners) discussing the future of fixed income & bonds.

ETF Newsline - Actively Managed ETFs
Feb. 19, 2013 - Investius -  Actively Managed ETFs from ETF Newsline

ETF Newsline 1/9/2013 - Emerging Markets
Jan. 09, 2013 - Investius -