Morningstar Advisor - April/May 2012 - (Page 3)

April/May 2012 Features Spotlight: Alternative Investing Morningstar Conversation 48 Undiscovered Manager 56 Alternatives Within Reach The greater challenge for advisors is not gaining entry into alternatives but making the right selections. 38 An Economist’s Response to Crises Nobel-winner Thomas Sargent discusses the economic effects of policy responses to crises in the Europe and the United States. Undiscovered in Plain Sight Michael Aronstein’s long-short equity fund has been around since 2007, but it’s only just starting to pick up assets. How Much Is Enough? Time to ditch the old 10% allocation rule. 42 The Fear Bubble A mad rush of assets into short-term fear-index products distorts the VIX market. 45 46 Three Traits of a Successful Long-Short Equity Manager Why Absolute-Return Funds Fail to Deliver Because of flaws in their strategies, many funds are destined for the dustbin from the get-go. 3

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2012

Morningstar Advisor - April/May 2012
Contents
Contributors
Letter From the Editor
We’re Too Smart
How Do You Use Alternatives?
Taking the Lead
How to Find Economic Moats
The Beauty of Currencies
No Clarity on Bonds
Four Picks for the Present
Investment Briefs
Performance Chasing, Evaluated
Technology’s Slim Pickings
How Much Is Enough?
The Fear Bubble
Three Traits of a Successful Long-Short Equity Manager
Why Absolute-Return Funds Fail to Deliver
An Economist’s Response to Crises
Undiscovered in Plain Sight
Untangling ETF Tax- Efficiency Myths
Central Banks Driving the Gold Rush
U.S. Industrials Could Add Some Magic to Europe-Weary Portfolios
No-Hesitation Allocation Funds
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The Greatest Story Ever Told

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