Morningstar Advisor - February/March 2009 - (Page 6) morningstaradvisor.com 2008’s Top Articles r Funds That Avoided Troubled Financials The Fourth Quarter’s Top Articles r What Mutual Funds We’re Buying February Sales Idea Raising the Bar Which mutual funds have managed to sidestep the carnage? r Funds That Avoid Disaster* Morningstar analysts go bargain-hunting. r Seven Strategies to Help You and Your Clients Weather the Storm They buy earnings cheaply, and they’re mindful of debt. r Three Funds That Went from Safe to Scary Tough times present opportunity to strengthen ties with clients. r November 2008 Mutual Fund Red Flags The Federal Reserve has been aggressively cutting interest rates in an effort to stimulate growth in the economy. However, the Fed can only lower rates for so long and may eventually reverse course and begin to raise rates. By raising interest rates, the Fed will Lessons about risk from the credit crisis. r These Fine Foreign Funds Have Had a Will Fairholme attract the wrong kind of investor? r Investors Are Selling Their Mutual Funds at Terrible 2008 But we still believe that these two funds have good long-term prospects. r Market Meltdown Winners and Losers* Record Speed Redemptions look like a lose-lose situation for everybody. r Layoffs Mount in Mutual Fund Industry Plus, new Putnam funds, Fidelity manager changes, and more. r Lehman, AIG, Merrill: Which Funds Are BlackRock, Capital Group, Fidelity, and Putnam are the latest firms to cut jobs. r How Well Is Fidelity Steering Through Most Affected? The top holders of the headline-making financials firms. r Five Fund Picks for the Next 15 Years the Crisis? Here’s what the credit crisis tells us about Fidelity. r Morgan Stanley and MFS Shake Do risk and return go hand in hand over the long term? * Also a top article for the fourth quarter. Up Lineups Plus, changes at Putnam, Vanguard, and others. encourage savings and discourage borrowing, which could affect differet asset classes in various ways. The image, which you can download and share with clients, illustrates the effect a restrictive monetary policy might have on different investment vehicles. 6 Morningstar Advisor February/March 2009 http://www.morningstaradvisor.com
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