Discover how index-linked bonds protect against inflation by paying interest linked to indices like the CPI, ensuring a real rate of return. Explore their benefits and examples.
Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...
While index providers and index fund managers play different roles, they are equally important to the index investing landscape. As index investing likely continues to grow, it will be important for ...
Indexes represent baskets of financial assets, gauging overall market performance. Index funds allow passive investment at low costs, popular for matching market returns. Understanding indexes helps ...
Indexes aren’t just important for index funds. By creating a virtual portfolio that represents the “market” (or a specific style of sector), they also establish a “typical” return and risk level that ...
Non-traditional indexes can provide investors with an expanded set of investment opportunities -- but they can also create additional complexities and risks. Funds that track market indexes have ...
This article is part of Morningstar's Guide to Passive Investing special report. A version of this article was published in the November 2016 issue of Morningstar ETFInvestor. Download a complimentary ...
As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...
Indexes are meant to be measuring sticks. They give us a sense of where markets have been and where they stand today. The original stock market indexes did exactly that. Charles Dow, co-founder of Dow ...