Are inflation statistics manipulated?
ETFInvestor editor Sam Lee says Fed-taper fears have forced several closed-end funds to trade at discounts compared with ETFs or mutual funds of similar strategies.
Why it's OK to sin a little and "market-time"--provided you do it in a contrarian fashion.
How I unlearned efficient markets folly.
Buying assets with long-term value.
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.
Why most back-tested performance histories are bunk, and how you can identify the ones that probably aren't.
PIMCO's Enhanced Short Maturity ETF has taken the top spot in the ranks of active ETFs from its sibling, PIMCO Total Return ETF, as investors have looked to reduce interest-rate risk.
The case for a low-cost momentum fund.
On the importance of taxes in investing.
A new iShares fund applies a "quality" strategy to U.S. stocks in an attempt to capture a tiny bit of Warren Buffett's magic.
Though clearly not perfect, the finance professors' approach to investing has a lot going for it, particularly the notion of factors.
Morningstar ETFInvestor editor Sam Lee explains what to do with it.
Better investing through leverage.
Though low-volatility equity strategies are backed by an impressive body of research, U.S. stocks are looking pricey.
Why investors underestimate acute risks and what they can do about it.
Reviewing the biggest, oldest gold exchange-traded fund.
Why miners have lagged the price of gold.
Shiller's new exchange-traded note is worth a look, even if ETNs give you the willies.
Because overconfidence is so pervasive, most investors should ask how they 'know' they can beat the market.
High-yield garbage is still garbage.
Finding real value in growth.
China's extractive political and economic systems pose a long-term threat to growth and shareholder wealth.
Low-volatility strategies look attractive for developed-markets exposure today, says Morningstar's Sam Lee.
Pay active management fees only for truly active management.
Eye-popping yields are scarce for many bond ETFs, but Morningstar's Sam Lee points out some attractive funds that focus on corporates, emerging markets, and Europe.
Some simple but powerful investing models suggest owning European stocks.
A fundamentally decent product once you get beyond the gimmickry.
If you need yield, avoiding conventional junk-bond indexes is a wise move right now.
It's not Warren Buffett in a box, but it's close.
A relatively new approach to portfolio construction says many investors aren't truly diversified.
Just because junk-bond ETFs trade well does not mean they track their asset class well.
IShares' global low-volatility ETF comes of age.
Be skeptical and scientific when looking at newfangled funds.
We don't know if and when Latin America will dismount the Chinese dragon, but risks are growing.
The iPath DJ-UBS Commodity Index exchange-traded note's success is puzzling when there is a superior ETN option.
On the perils of dealing with vastly more sophisticated counterparties.
A look at the true drivers of commodity futures returns shows that popular indexes like the GSCI are lacking.
This low-volatility fund offers shelter from the winds to come.
A fine choice for a bit of extra return on your cash, but without the government's guarantee.
The best and worst of this year's new ETFs, escaping the ivory tower, and active ETFs keep on growing.
The rich-world is in a balance-sheet recession, a rare kind that demands unusual responses. Here are ETFs that will do well.
This ETF is an expensive mid-cap stock index by another name.
The relationship between indexing and efficient-market theories is more nuanced than many believe.
Style indexes under the microscope.
Picking the right index could matter more than an index fund's expense ratio.
This is a bet on Asia's future, but don't let rosy prospects blind you to history.
Finding real value in growth.
A new ETF suite offers a tested, market-beating strategy. Can it deliver?