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Morningstar Inc

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  • NEW YORK, Nov 19- Several months ago, U.S. mutual funds scooped up most of the $1.25 billion in high-yield junk bonds issued by Denbury Resources Inc, a Plano, Texas, oil and gas exploration company. The 5.5 percent coupon on the Denbury bonds maturing in 2022 attracted a number of U.S. mutual fund buyers, including the Franklin Income Fund, which held nearly 10 percent...

  • BOSTON, Nov 6- Welcome back "Big Oil." The strong balance sheets and diversified global operations of majors like Exxon Mobil Corp, Chevron Corp and BP plc, have sheltered index funds and some active portfolio managers from the worst of a volatile ride on energy markets, where oil prices have plunged 21 percent since early August. The $33 billion Ivy Asset Strategy...

  • Bernstein Research said this week that about a third of U.S. shale production would be uneconomical if oil prices were to fall to $80 per barrel. E&P industry needs $90 NYMEX, about $100 Brent, oil prices to maintain the current oil rig count of 1,500-1,600 rigs, which is intrinsic to our U.S. oil production outlook. MORNINGSTAR INC "Our analysis suggests that the...

  • BOSTON, Oct 21- U.S. corporate bond funds this year are adding Treasuries to their holdings at more than twice the rate of corporate debt amid concern that the struggling European economy and potential changes in Federal Reserve policy will drag down profits at U.S. corporations. Through September, corporate bond portfolios boosted their holdings of U.S....

  • Fidelity star manager cuts Herbalife bet in third quarter Wednesday, 22 Oct 2014 | 3:21 PM ET

    BOSTON, Oct 22- One of Fidelity Investments' top stock pickers cooled on Herbalife Ltd in the third quarter, cutting his stake in the company after a profit miss and fresh allegations from billionaire investor William Ackman that it is a fraud. Steve Wymer, who runs the $41 billion Fidelity Growth Company Fund disclosed reducing his stake in Herbalife in a...

  • Earnings set to drive markets again Wednesday, 22 Oct 2014 | 5:55 AM ET
    Traders on the floor of the New York Stock Exchange.

    Earnings news will take center stage Wednesday after another day of strong stock market gains cemented the view that the worst is over.

  • Earnings set to take markets' center stage Tuesday, 21 Oct 2014 | 7:29 PM ET
    Traders on the floor of the New York Stock Exchange.

    Earnings news will take center stage Wednesday after another day of strong stock market gains cemented the view that the worst is over.

  • Sick of huge fees? Here's some good news Friday, 26 Sep 2014 | 9:46 AM ET
    The offices of the California Public Employees' Retirement System (Calpers) are shown in Sacramento, Calif.

    A recent move by CalPERS was seen as a victory for critics of hedge funds' high fees and low transparency and liquidity.

  • China foreign investment pattern changes Tuesday, 26 Aug 2014 | 7:25 PM ET
    Workers sew blue jeans in Yilin textile factory in Dongguan, Guangdong province, China.

    China's foreign investment mix is changing, with portfolio investors buying more stocks but foreign direct investment falling to a two-year low.

  • 'Nobility' in managing funds: Morningstar exec Friday, 20 Jun 2014 | 10:25 AM ET
    Don Phillips

    Managing a mutual fund is nothing short of a noble calling to alleviate wealth inequality, according to a Morningstar senior executive.

  • Bond manager: 'Be petrified' about Japan's debt Wednesday, 18 Jun 2014 | 5:01 PM ET
    A man walks past an electronic stock indicator at the window of a security company in Tokyo on May 16, 2014.

    Michael Hasenstab said that Japan's easy money policy will bolster global liquidity, but he warned that debt conditions there are worrisome.

  • Who's putting cash back into unpredictable markets Thursday, 12 Jun 2014 | 11:33 PM ET

    The day has been long for Justin M. Leverenz, who runs America's largest emerging markets mutual fund at Oppenheimer Funds.

  • Australia mining: Where's the smart money going? Wednesday, 2 Apr 2014 | 9:18 PM ET
    Iluka Resources' Douglas mineral sands mine operation in Douglas, north of Hamilton, Australia

    Even as Australia’s mining sector struggles with a slowdown in China, analysts polled by CNBC still think there are some some diamonds in the rough.

  • Bill Miller's top investment advice for 2014 Thursday, 27 Mar 2014 | 8:00 AM ET

    Legendary Legg Mason fund manager Bill Miller offers tips on how to invest in a market that will change in ways you'll never be able to predict.

  • Redemptions force funds to unload Puerto Rico debt Saturday, 8 Feb 2014 | 10:42 AM ET
    A vacant building in the Santurce neighborhood of San Juan, Puerto Rico.

    US mutual funds with heavy exposure to Puerto Rico bonds have sold off some of the cash-strapped island's debt.

  • US mutual funds unload on Puerto Rico debt Friday, 7 Feb 2014 | 1:28 PM ET
    A vacant building in the Santurce neighborhood of San Juan, Puerto Rico.

    U.S. mutual funds with heavy exposure to Puerto Rico bonds have sold off some of the cash-strapped island's debt to meet investor redemption demands.

  • Stocks that may pop after Target breach Sunday, 19 Jan 2014 | 1:08 PM ET

    After Target's data breach, investors and analysts are now circling companies that could benefit from a major upgrade in credit card technology.

  • Pimco bled cash in 2013; worst year in 2 decades Friday, 3 Jan 2014 | 3:09 PM ET
    Bill Gross

    Pimco's Total Return Fund saw its assets sink by $41.1 billion in 2013, as U.S. Treasuries bets went south

  • Would you let technology run your portfolio? Thursday, 2 Jan 2014 | 11:40 AM ET

    Computerized trading has already taken over Wall Street. But are investors ready to hand their portfolios over to machines, too?

  • 6 retirement myths you need to ignore Tuesday, 17 Dec 2013 | 9:54 AM ET

    Find out the truth behind the persistent myths that could be hindering your retirement planning.