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Special Report: Investing in a Volatile World

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.

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Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. Welcome to our Midyear Strategist Roundtable. We are going to talk with several Morningstar newsletter editors about how they are thinking about investing in a rising-rate environment, their cash stakes, and also the biggest surprises so far in 2013.

I'm joined with Josh Peters, director of equity income strategies and also the editor of Morningstar DividendInvestor; Matt Coffina, editor of Morningstar StockInvestor; Sam Lee, editor of Morningstar ETFInvestor; and Russ Kinnel, who is our director of mutual fund research and also the editor of Morningstar FundInvestor.

Jeremy Glaser does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.