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Stock Rotation Deflated These Momentum-Heavy Funds
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What Are TIPS, and How Do They Help Protect Against Inflation?
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In the early throes of the recent global pandemic, the Federal Reserve lowered interest rates twice, resulting in a 0-0.25% federal-funds rate that hasn’t budged. But with coronavirus vaccinations in progress and the U.S. economy showing signs of recovery, many expect interest rates to rise, though few agree on when this will happen. Rising rates have a negative impact on strategies with long duration (a measure of interest-rate risk), and recent rising-rate anticipation has led many investors to take a closer look at the durations of their funds. But duration alone won’t make or break performance for thoughtfully curated allocation strategies. Other characteristics of the portfolio’s profile, such as the size of the equity sleeve relative to that of the bond sleeve, geographic and sector diversification, and tilts to lower credit risk, can offset the effects of a longer duration relative to peers. Let’s consider a few Morningstar Medalist allocation strategies during two rec
Shopping for environmental, social, and governance funds might feel a bit like walking down the supplements aisle at the grocery store. There is a vast array of products from multiple brands, each with a different tagline. It’s often difficult to gauge which is right for you, especially when the language around these products doesn’t lend itself to easy comparisons.
In an effort to sort out what’s what, we have previously shared a simple framework to help investors sort ESG strategies. This article will further animate the key factors that investors should consider when they peel back the label on ESG-intentional index funds. We will conduct a case study focusing on three ESG-intentional indexes from MSCI which underpin five different Morningstar Medalist funds. These indexes aim to balance ESG integration with the benefits of broad diversification and market capitalization weighting. Each has its own process, and each of these processes results in different levels of active
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