Skip to Content
  1. Authors
  2. Jason Stipp

Jason Stipp

Jason Stipp is director of Morningstar's individual investor products.


Morningstar fund analyst Chris Davis answers the Friday Five on active managers' prospects, Bogle's beef on fees, bond expectations, plus two fund picks.

The long/short equity asset class over time has actually produced as good if not better returns with less volatility than the S&P 500 or the MSCI World Index, says Mars Hill Partners' Jason Huntley.

The investment industry is shifting from one focused on stock-picking to one focused on tactical and strategic asset allocation using index-based investments, says IndexUniverse editor Matt Hougan.

Astor Asset Management's Rob Stein says health-care, tech, energy, and dividend-focused ETFs look attractive in an economy that is still improving, albeit slowly.

Recent trade balance and retail sales data point to growth of around 2%-2.5% in the second half of the year, says Morningstar's Bob Johnson.

Morningstar's Bob Johnson and Vishnu Lekraj on mixed signals in manufacturing employment, concern about recent initial claims trends, and expectations for Friday's report.

Morningstar's Christine Benz on the runup in Treasury and real estate funds, large versus small caps, and where fund investors are putting and pulling their money.

The data is likely to remain discouraging for a while longer, says Morningstar's Bob Johnson. Get his take on the underlying trends and Friday's GDP report.

Morningstar markets editor Jeremy Glaser won't stop the presses for M&A news, retail sales, unemployment, bond popularity, or Blockbuster's blues.

Morningstar markets editor Jeremy Glaser on what autos, business spending, Fed sentiment, and fried cheese can tell us about the economy.

Although the Fed's remaining toolbox is constrained, investors can stack the deck in their favor with high-quality stock picks, says Morningstar's Bill Bergman.

Morningstar analyst Vishnu Lekraj says jittery corporations are adding temp workers at a decent clip but aren't ready to hire permanent staff en masse just yet.

When fund shops reach $300 to $400 billion in assets, effective stock-picking can be hindered, says MFS chairman emeritus and senior Harvard lecturer Bob Pozen.