MorningstarAdvisor
December/January 2012
Departments
6 7
Contributors Letter From the Editor Behavior Gap 16
10 Questions
In Practice 25
Screens 68
Taking the Long View
Talking Points
Is Perception Reality for Active Managers?
Investors have been migrating in droves to passive management, but is it rational? Sector Rap
Scouting for Investments Abroad Yield, Please (Hold the Europe)
By the Numbers
8
Seduced by Complexity
On Topic
70
18
Consensus on Europe Elusive
Investments á la Carte 28
10
Is China Exposure Important for a Portfolio?
Advisor Profile
20
Four Picks for the Present
Be Alert for BasicMaterials Bargains
When basic-materials stocks fall prey to doom-and-gloom scenarios, investors can gain profits that aren’t just cyclical. Gray Matters
72
Mutual Fund Analyst Picks 50 Most Popular ETFs Undervalued Stocks With Wide Moats
Phillips Curve
76 78
12
A Niche Built on Trust
Kathy Shultz’s unique practice helps immigrants get the best from their money. Know-How
22 Investment Briefs
64
Reading the Evidence on Indexing
In some situations, passive investing strategies should not be an automatic choice, even for advocates of indexing.
80
China Fund Managers Eat Elsewhere
14
How to Find Your Client’s Investment Style
4
Table of Contents for the Digital Edition of Morningstar Advisor - December/January 2012