Investment strategies

Despite the controversy and repeated delays, the IRS and the Treasury Department have been moving forward slowly with implementing FATCA, including the release of a draft version of Form 8966.

Investors are favoring U.S. stocks over emerging markets by the most ever as fund flows and volatility measures show institutions are increasingly seeking the relative safety of American equities.

Foreign stocks generally pay higher dividends and offer great sector diversity for investors hunting yields, says Philip Camporeale of J.P. Morgan Asset Management. But beware the tax hit.

Firms scale their U.S. operations in hopes of netting the coveted ultra-wealthy international client.

Emerging market funds are battered, but there's a strong argument for staying the course.

Compared to their foreign peers, U.S. investors are skittish on emerging markets. Here's why some think they're missing the boat.

A run-down of the stories in this issue, which focuses on global strategy and taking advantage of emerging markets.

Sessions at the 25th annual Morningstar Investment Conference covered a range of topics from actively managed ETFs, closed-end funds and alternatives to strategies to boost retirement income and solutions to the “yield conundrum.” Here is a baker's dozen of the smartest things we heard at the conference.

Ron O’Hanley, Fidelity Investment’s president of asset management and corporate services, laid out his take on a number of economic trends through a game of red light/green light led by Morningstar’s head of global research Scott Burns.

Most emerging-market stocks fell as Brazil’s Ibovespa sank a day after entering a bear market, while investors weighed prospects for global stimulus measures.

Beyond Iran's nuclear ambitions, there are reasons a brighter energy world may be on the horizon.

Building a well-diversified portfolio requires some "real assets," which has some advisors examining investing in unique global commodities.

Donating to organizations doing charitable work abroad can be tricky and advisors can provide a valuable service by helping clients navigate the unfamiliar terrain.

Investing in a fund holding mining stocks is not the same as investing in a bullion fund. Advisors should know which mining companies are included in precious metals funds, and where they operate.

Investors continue to pour dollars into 40 Act products, looking for returns outside of U.S. borders and income from taxable fixed income funds.

As investors seek greater global exposure, advisors must be aware of the impact of currency fluctuations on the underlying investment as well as the overall health of the client’s portfolio.

Realizing a retirement dream requires confronting some difficult realities.

It may make sense for the wealthiest investors to have offshore accounts, but for almost everyone else, direct overseas investments are a terrible option.

Advisors must exercise caution and dilligence when it comes to overseas accounting standards.

While it’s very convenient to help clients access China though companies listed on U.S. exchanges through reverse mergers, is it safe?