Morningstar Magazine - February/March 2014 - 4

February/March 2014

Departments

6

Contributors

7

Letter From the Editor
Letter From the Board

8

Fixing the Trust Deficit
Ivory Towers

14

Rethinking the Path
to Retirement
A new study says retirees should
actually increase their equity
exposure late in life.

18 Trends

4

Same Old, Same Old

Undiscovered Manager
66

GDP, employment, and
consumption growth are stuck
in a narrow range-and
likely to remain so in 2014.

Morningstar Conversation
60

Banking on
Performance

User Profile
78

Regional banks aren't typically
known for their mutual funds.
Don't tell that to this trio
of managers.

25 Global Briefs

Morningstar Managers
of the Year
Behavior Gap

12

22

Preparing for
the Next 50 Years
10 Questions

10

Economic Outlook:
United States

Sector Rap
70

The Economic
Implications
of an Older World

Is the Affordable Care
Act Healing Health
Care's Woes?
As the ultimate impact of
Obamacare comes into focus,
the sector's winners and losers
are becoming more apparent.

People are living longer, but
having fewer children.
Michael Falk and Laurence
Siegel debate the ramifications
for global growth.

Michael Durbin relishes being
on the forefront of the advisory
industry's transformation.
By the Numbers
80

Our Favorite Mutual
Funds

84

50 Most-Popular
Equity ETFs

86

Undervalued Stocks
With Wide Moats
Phillips Curve

Best Idea
74

Baxter Has a Positive
Prognosis
A strong pipeline should help
the health-care firm fend
off competitive threats.

Leading Fidelity's
Charge for RIAs

88

Moving the Goal Post



Morningstar Magazine - February/March 2014

Table of Contents for the Digital Edition of Morningstar Magazine - February/March 2014

Morningstar Magazine - February/March 2014
Contents
Contributors
Letter From the Editor
Preparing for the Next 50 Years
Morningstar Managers of the Year
Fixing the Trust Deficit
Rethinking the Path to Retirement
Trends
Same Old, Same Old
Global Briefs
The Economic Implications of an Older World
Banking on Performance
Is the Affordable Care Act Healing Health Care’s Woes?70
Baxter Has a Positive Prognosis
Leading Fidelity’s Charge for RIAs
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
Moving the Goal Post
Morningstar Magazine - February/March 2014 - Morningstar Magazine - February/March 2014
Morningstar Magazine - February/March 2014 - Cover2
Morningstar Magazine - February/March 2014 - 1
Morningstar Magazine - February/March 2014 - 2
Morningstar Magazine - February/March 2014 - 3
Morningstar Magazine - February/March 2014 - Contents
Morningstar Magazine - February/March 2014 - 5
Morningstar Magazine - February/March 2014 - Contributors
Morningstar Magazine - February/March 2014 - Letter From the Editor
Morningstar Magazine - February/March 2014 - Preparing for the Next 50 Years
Morningstar Magazine - February/March 2014 - 9
Morningstar Magazine - February/March 2014 - Morningstar Managers of the Year
Morningstar Magazine - February/March 2014 - 11
Morningstar Magazine - February/March 2014 - Fixing the Trust Deficit
Morningstar Magazine - February/March 2014 - 13
Morningstar Magazine - February/March 2014 - Rethinking the Path to Retirement
Morningstar Magazine - February/March 2014 - 15
Morningstar Magazine - February/March 2014 - 16
Morningstar Magazine - February/March 2014 - 17
Morningstar Magazine - February/March 2014 - Trends
Morningstar Magazine - February/March 2014 - 19
Morningstar Magazine - February/March 2014 - 20
Morningstar Magazine - February/March 2014 - 21
Morningstar Magazine - February/March 2014 - Same Old, Same Old
Morningstar Magazine - February/March 2014 - 23
Morningstar Magazine - February/March 2014 - 24
Morningstar Magazine - February/March 2014 - Global Briefs
Morningstar Magazine - February/March 2014 - 26
Morningstar Magazine - February/March 2014 - 27
Morningstar Magazine - February/March 2014 - 28
Morningstar Magazine - February/March 2014 - 29
Morningstar Magazine - February/March 2014 - 30
Morningstar Magazine - February/March 2014 - 31
Morningstar Magazine - February/March 2014 - 32
Morningstar Magazine - February/March 2014 - 33
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Morningstar Magazine - February/March 2014 - 53
Morningstar Magazine - February/March 2014 - 54
Morningstar Magazine - February/March 2014 - 55
Morningstar Magazine - February/March 2014 - 56
Morningstar Magazine - February/March 2014 - 57
Morningstar Magazine - February/March 2014 - 58
Morningstar Magazine - February/March 2014 - 59
Morningstar Magazine - February/March 2014 - The Economic Implications of an Older World
Morningstar Magazine - February/March 2014 - 61
Morningstar Magazine - February/March 2014 - 62
Morningstar Magazine - February/March 2014 - 63
Morningstar Magazine - February/March 2014 - 64
Morningstar Magazine - February/March 2014 - 65
Morningstar Magazine - February/March 2014 - Banking on Performance
Morningstar Magazine - February/March 2014 - 67
Morningstar Magazine - February/March 2014 - 68
Morningstar Magazine - February/March 2014 - 69
Morningstar Magazine - February/March 2014 - Is the Affordable Care Act Healing Health Care’s Woes?70
Morningstar Magazine - February/March 2014 - 71
Morningstar Magazine - February/March 2014 - 72
Morningstar Magazine - February/March 2014 - 73
Morningstar Magazine - February/March 2014 - Baxter Has a Positive Prognosis
Morningstar Magazine - February/March 2014 - 75
Morningstar Magazine - February/March 2014 - 76
Morningstar Magazine - February/March 2014 - 77
Morningstar Magazine - February/March 2014 - Leading Fidelity’s Charge for RIAs
Morningstar Magazine - February/March 2014 - 79
Morningstar Magazine - February/March 2014 - Our Favorite Mutual Funds
Morningstar Magazine - February/March 2014 - 81
Morningstar Magazine - February/March 2014 - 82
Morningstar Magazine - February/March 2014 - 83
Morningstar Magazine - February/March 2014 - 50 Most-Popular Equity ETFs
Morningstar Magazine - February/March 2014 - 85
Morningstar Magazine - February/March 2014 - Undervalued Stocks With Wide Moats
Morningstar Magazine - February/March 2014 - 87
Morningstar Magazine - February/March 2014 - Moving the Goal Post
Morningstar Magazine - February/March 2014 - Cover3
Morningstar Magazine - February/March 2014 - Cover4
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