The Morningstar Conference
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Fear, uncertainty, volatility. Investors on the sidelines have been stuck with a shaky three-legged stool of late. What lies ahead may not be any less unsettling. Nevertheless, investors would like to move forward — and move up in the world of investment returns.
Advice & Analysis
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From equities to fixed income to emerging markets, investing strategies of all kinds were heard on the floor of the annual Morningstar Investment Conference in Chicago. Follow the money with us.
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GMO cofounder Jeremy Grantham is known best for his bearish views on US equities, and at the Morningstar conference, he's sticking to his guns. Outside of the US, however, he sees value.
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Fidelity's John Carlson says there's still plenty of opportunity to diversify with emerging market debt, for which the China slowdown is less of a drag.
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Matthew McLennan, manager of the First Eagle Global Fund, focuses on investment options including equities that offer real returns over time. Holdings include gold and big tech names.
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Don Yacktman of Yacktman Asset Management says consumer staples may be plain vanilla, but you know what you're buying and what the companies will be selling in the years to come.
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Bob Brown, Fidelity's bond group president, says with rates unlikely to rise anytime soon and US growth weak, the safe-have, flight-to-quality argument remains sound — even if your're tired of hearing it.
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Kicking off the annual conference in Chicago, Franklin Templeton's star fund manager Michael Hasenstab says active mutual funds can still outperform the market, despite suggestions otherwise.
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Secure, steady and safe. Those three words once associated with the rules of retirement investing no longer hold true, as many retirees have been forced to assume more risk than they would like.
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Some see the bond market rally as tired and overblown, while others say stocks are vulnerable to risk even though they are historically undervalued. So what's an investor to do?
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Market pros are split over whether defensive or cyclical stocks will drive the market in the second half of 2012. But they agree that companies catering to U.S. consumers will lead the charge.
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Investors have been so worried about the European debt crisis that many have overlooked the political mess in Washington and looming "fiscal cliff" at year-end.
Slideshows
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To play the potential housing turnaround, Cramer doesn’t recommend buying homebuilder stocks. Read on for his preferred plays.
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We pulled together a list of Cramer's favorite dividend plays. Read on and pick one or two for your portfolio. They could offer just the kind of defense that you need.
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The managers at the very top of this year’s Rich List bucked the trend of the industry’s lackluster performance.
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Here are the 15 publicly traded stocks, by value, that are the biggest holdings of Berkshire Hathaway.
Videos
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James Kieffer, Artisan Partners managing director, and John Carlson, Fidelity fund manager, reveal their top stock picks, and where investors can find global growth opportunities in emerging markets.
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Jack Bogle, The Vanguard Group senior chairman & founder, shares his view on selloff. "It's a great day for buyers and a terrible day for sellers," he says.
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Matthew McLennan, First Eagle Global Fund, says that in an environment where money has been "corrupted," you have to look for opportunities to generate real returns outside of traditional places.
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George Gatch, JPMorgan Asset Mgmt. Global Funds CEO, discusses what investors should be focused on at this stage of the euro zone crisis.
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Steve Walsh, Western Asset Management, says credit could outperform equities in the long-term.
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Dan Fuss, Loomis Sayles Bond Fund, and Meggan Walsh, Invesco Diversified Dividend Fund, share their favorite dividend plays.
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Michael Hasenstab, Templeton Global Bond Fund, says the European debt crisis is a blessing in disguise. "Politicians only act when there is a gun to their head," he tells CNBC's Tyler Mathisen.
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Don Yacktman, Yacktman Focused Fund, says he sees big drops in the market as buying opportunities. "We like stocks that are profitable and dull," he tells CNBC's Tyler Mathisen.
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Mark Kiesal, Pimco Corporate Bond Portfolio Management, discusses the top corporate bond bets to make, with CNBC's Tyler Mathisen.
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Fidelity Investments Bond Group president, Bob Brown discusses where to get the most from your investment dollars amid a low interest rate environment.
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Steven Romick, First Pacific Advisors portfolio manager, discusses his goal to beat the market while reducing risk, and reveals his top stock picks, including CVS and Microsoft, with CNBC's Tyler Mathisen.