Morningstar Magazine - April/May 2018 - 4

April/May 2018
Strategies

Research
38

Low Volatility's Unexpected Risk

42

Who Should Inherit Your Client's IRA?

46

Lies, Damn Lies, and Statistics

48	

Artificial	Intelligence	Takes	Off

51

Manager: A Moderate Take on High Income
Passive: A Better Bogy
Equity: Premier Player

Tax Wise
Quant U
Investment Research

Best Ideas
52
53

Investors

Morningstar Conversation
54

A Bigger Impact

62

Active Endeavor

66
69

Middlemen in the Crosshairs
Sector Snapshot: Industrials

70

Before Passive Was Cool

Undiscovered Manager
Sector Rap

User Profile

Data Dashboard

78

Morningstar Global Market Barometer
Morningstar Global Valuation Lens
Morningstar Global Fund Flows

80

Ten Questions

72
74

4



Table of Contents for the Digital Edition of Morningstar Magazine - April/May 2018

Contents
Morningstar Magazine - April/May 2018 - Cover1
Morningstar Magazine - April/May 2018 - Cover2
Morningstar Magazine - April/May 2018 - 1
Morningstar Magazine - April/May 2018 - 2
Morningstar Magazine - April/May 2018 - Contents
Morningstar Magazine - April/May 2018 - 4
Morningstar Magazine - April/May 2018 - 5
Morningstar Magazine - April/May 2018 - 6
Morningstar Magazine - April/May 2018 - 7
Morningstar Magazine - April/May 2018 - 8
Morningstar Magazine - April/May 2018 - 9
Morningstar Magazine - April/May 2018 - 10
Morningstar Magazine - April/May 2018 - 11
Morningstar Magazine - April/May 2018 - 12
Morningstar Magazine - April/May 2018 - 13
Morningstar Magazine - April/May 2018 - 14
Morningstar Magazine - April/May 2018 - 15
Morningstar Magazine - April/May 2018 - 16
Morningstar Magazine - April/May 2018 - 17
Morningstar Magazine - April/May 2018 - 18
Morningstar Magazine - April/May 2018 - 19
Morningstar Magazine - April/May 2018 - 20
Morningstar Magazine - April/May 2018 - 21
Morningstar Magazine - April/May 2018 - 22
Morningstar Magazine - April/May 2018 - 23
Morningstar Magazine - April/May 2018 - 24
Morningstar Magazine - April/May 2018 - 25
Morningstar Magazine - April/May 2018 - 26
Morningstar Magazine - April/May 2018 - 27
Morningstar Magazine - April/May 2018 - 28
Morningstar Magazine - April/May 2018 - 29
Morningstar Magazine - April/May 2018 - 30
Morningstar Magazine - April/May 2018 - 31
Morningstar Magazine - April/May 2018 - 32
Morningstar Magazine - April/May 2018 - 33
Morningstar Magazine - April/May 2018 - 34
Morningstar Magazine - April/May 2018 - 35
Morningstar Magazine - April/May 2018 - 36
Morningstar Magazine - April/May 2018 - 37
Morningstar Magazine - April/May 2018 - 38
Morningstar Magazine - April/May 2018 - 39
Morningstar Magazine - April/May 2018 - 40
Morningstar Magazine - April/May 2018 - 41
Morningstar Magazine - April/May 2018 - 42
Morningstar Magazine - April/May 2018 - 43
Morningstar Magazine - April/May 2018 - 44
Morningstar Magazine - April/May 2018 - 45
Morningstar Magazine - April/May 2018 - 46
Morningstar Magazine - April/May 2018 - 47
Morningstar Magazine - April/May 2018 - 48
Morningstar Magazine - April/May 2018 - 49
Morningstar Magazine - April/May 2018 - 50
Morningstar Magazine - April/May 2018 - 51
Morningstar Magazine - April/May 2018 - 52
Morningstar Magazine - April/May 2018 - 53
Morningstar Magazine - April/May 2018 - 54
Morningstar Magazine - April/May 2018 - 55
Morningstar Magazine - April/May 2018 - 56
Morningstar Magazine - April/May 2018 - 57
Morningstar Magazine - April/May 2018 - 58
Morningstar Magazine - April/May 2018 - 59
Morningstar Magazine - April/May 2018 - 60
Morningstar Magazine - April/May 2018 - 61
Morningstar Magazine - April/May 2018 - 62
Morningstar Magazine - April/May 2018 - 63
Morningstar Magazine - April/May 2018 - 64
Morningstar Magazine - April/May 2018 - 65
Morningstar Magazine - April/May 2018 - 66
Morningstar Magazine - April/May 2018 - 67
Morningstar Magazine - April/May 2018 - 68
Morningstar Magazine - April/May 2018 - 69
Morningstar Magazine - April/May 2018 - 70
Morningstar Magazine - April/May 2018 - 71
Morningstar Magazine - April/May 2018 - 72
Morningstar Magazine - April/May 2018 - 73
Morningstar Magazine - April/May 2018 - 74
Morningstar Magazine - April/May 2018 - 75
Morningstar Magazine - April/May 2018 - 76
Morningstar Magazine - April/May 2018 - 77
Morningstar Magazine - April/May 2018 - 78
Morningstar Magazine - April/May 2018 - 79
Morningstar Magazine - April/May 2018 - 80
Morningstar Magazine - April/May 2018 - Cover3
Morningstar Magazine - April/May 2018 - Cover4
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