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How high-yield bonds became a source of worry for stocks

...stocks: big, steady dividend payers. So this handful of stocks would feel the brunt of any forced selling by hybrid funds. Analysts point to such companies as JPMorgan Chase and Verizon Communications. HOW LIKELY IS THIS TO HAPPEN?Not very...

http://chronicle.augusta.com/news/business/2015-11-13/how-high-yield-bonds-becam
Minding the tax bite in fund investing

...funds. Because their audience is so narrow, they tend to have fewer assets under management, says Michael Rawson, a fund analyst at Morningstar.Their smaller size means tax-managed funds don't benefit from the economies of scale that large...

http://chronicle.augusta.com/news/business/2014-04-27/minding-tax-bite-fund-inve
Business news

...chargesNEW YORK --- Federal authorities revealed charges Tuesday against three hedge fund portfolio managers and a hedge fund analyst, describing a paper-shredding, flash drive-destroying panic that ensued when they thought they faced the scrutiny...

http://chronicle.augusta.com/news/business/biz-bits/2011-02-09/business-news
Biz Bits | Business
Biz Bits

...financially troubled eurozone countries, in asking for aid from Europe's bailout reserve and the International Monetary Fund. Analysts expect Portugal will need up to 80 billion euros ($114.4 billion) -- an amount bearable for Europe's finances...

http://chronicle.augusta.com/news/business/biz-bits/2011-04-06/biz-bits
Biz Bits | Business
7 charged in insider trading case

...he lives.In court papers, he was credited with a starring role in the securities fraud. Authorities said a hedge fund analyst fed Chiasson inside information about an upcoming announcement of Dell's earnings for the first and second quarters...

http://chronicle.augusta.com/news/business/2012-01-18/7-charged-insider-trading-
Inflation fears eating you up? Consider TIPS

...compare TIPS to the other government categories, they've really outperformed," says Lawrence Jones, a Morningstar fund analyst specializing in fixed income "A lot of investors think federal policy will spur higher inflation down the road...

http://chronicle.augusta.com/stories/2009/10/04/fin_550237.shtml
Finance
New bond funds test the idea of 'less is more'

...And if we believe there is a good security out there, why not buy more of it?" Miriam Sjoblom, a Morningstar bond fund analyst, says the new offerings from Fairholme and Third Avenue will probably win over plenty of investors because both companies...

http://chronicle.augusta.com/stories/2010/01/17/fin_563419.shtml
Finance
Mutual funds based on faith gain popularity

...portfolio is that there are only a handful of pure international socially responsible funds, said Greg Carlson, a fund analyst at Morningstar. "The SRI investing world is still relatively new. A lot of firms are still trying to establish a...

http://chronicle.augusta.com/stories/2005/11/20/fin_24546.shtml
Finance
Fund closed to new investors, but launches alternative

...1995, share one of the best long-term records in the foreign large-blend category, said Gregg Wolper, senior fund analyst at Morningstar Inc. One factor that's given them an edge over the years has been their ability to discover smaller...

http://chronicle.augusta.com/stories/2005/05/16/fin_453341.shtml
Finance
Slower growth at home gives international funds extra appeal

...your long-term strategy. "It's just very difficult to predict currency movements," said Gregg Wolper, senior fund analyst at Morningstar Inc. "Even the experts who do that full-time find themselves surprised by what happens. There are...

http://chronicle.augusta.com/stories/2004/09/12/fin_428305.shtml
Finance