Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
JUN 20, 2016
  • Morningstar has just reshuffled the deck in the active-versus-passive debate. The passive-active duo becomes the passive/strategic beta/active trio. The expanded framework folds in strategic beta.
  • With the stock and bond markets showing an unusual level of disconnect to kick off the summer, the case for just sitting in cash is starting to make more sense. Heading into fall with a 20% cash cushion.
  • Millionaires under age 40 are more likely to hold cash, and they aren't afraid of alternative investments. Can we learn something from these folks? They spread their bets around.
  • Summer is in full swing, and to help offset the impact of all the fun you're having, there are some healthy eating habits that will help keep you in the game. From arugula to zucchini.

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