Morningstar - Q1 2022 - 54
Investors
Overcoming Obstacles
Top multi-asset managers take on
challenging conditions.
Undiscovered Manager
60 A New Chapter
Special Report
63 Why Did a Star Manager Take His
Boutique Fund Firm Public?
Sector Rap
66 Big Spend
User Profile
70
High Impact
Megan Pacholok
MORNINGSTAR CONVERSATION
Positioning a portfolio is more complicated than
it used to be, what with inflation worries,
low interest rates, high stock market valuations,
and the growing popularity of sustainable
investing. For guidance, we turned to three
Morningstar Medalist fund managers
who run some of our highest-conviction targetdate
and allocation funds. The trio shared
their insights into how to build portfolios today for
long-term success.
Erin Browne runs the Pimco RealPath Blend
target-date series, which skillfully balances
the firm's flagship active bond funds and passive
Vanguard equity funds. Phil Green manages
BlackRock's LifePath Dynamic target-date series,
where he makes savvy tactical adjustments
to portfolio exposures. Wyatt Lee manages a fleet
Erin Browne, managing director and portfolio
manager at Pimco.
Phil Green, head of BlackRock's global tactical
asset-allocation team.
Wyatt Lee, head of target-date strategies
at T. Rowe Price.
54
Morningstar Q1 2022
https://www.morningstar.com/authors/2320/megan-pacholok
Morningstar - Q1 2022
Table of Contents for the Digital Edition of Morningstar - Q1 2022
Contents
Morningstar - Q1 2022 - Cover1
Morningstar - Q1 2022 - Cover2
Morningstar - Q1 2022 - 1
Morningstar - Q1 2022 - 2
Morningstar - Q1 2022 - Contents
Morningstar - Q1 2022 - 4
Morningstar - Q1 2022 - 5
Morningstar - Q1 2022 - 6
Morningstar - Q1 2022 - 7
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Morningstar - Q1 2022 - Cover3
Morningstar - Q1 2022 - Cover4
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
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