Roya Cole - Morgan Stanley Financial Advisor

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This exclusive content, featuring third-party money managers, economists, academics, and other financial professionals, cuts through the clutter with actionable investment information.

Still Harvest Time for Small Caps? - May 2013

Small-cap value companies may continue to rally, reaping the potential rewards of the recent uptick in M&A, says HGK’s Eric Fuhrman

Making the Most of the Real Estate Rebound - May 2013

To maximize gains in a slow economy, appropriate investors should consider diversifying within the asset class, says Fidelity’s Steve Meltzer

Exploring the Global Income Gap - May 2013

A new survey shows that affluent investors worldwide are looking for more income opportunities, says Matt Schiffman of Legg Mason

Getting Ahead of the Interest Rate Guessing Game? - May 2013

Pioneer Investments’ John Sharkey says that floating-rate debt is an attractive hedge against the risk of rising rates

Bonds: Making the Best Of Limited Options - May 2013

With interest rates near record lows, investors must take care in choosing what to buy and when, says Gunther Stein of Symphony Asset Management

Evaluating Risk: Put the Past Behind You - April 2013

Investors often focus on problems that hurt them yesterday and underestimate tomorrow’s threats to their returns, says Jeffrey Coons of Manning & Napier

Seeking Opportunities in Today’s Municipal Bond Market - April 2013

Municipal bonds remain an attractive option for investors in the higher income-tax brackets and those attracted to the relative stability of the asset class, says James Dearborn of Columbia Management

Emerging-Markets Debt Moves into the Spotlight - April 2013

Alex Kozhemiakin of Standish suggests accessing the potentially rewarding areas of the emerging markets through fixed-income assets

Are Dividends the Next Bubble? - April 2013

While some market pros fear that the rush into dividend-paying stocks has created a bubble, Goldman Sachs’s Troy Shaver says there’s still plenty of opportunity—particularly in MLPs

Trying Times for High Yield? - April 2013

Amid the increasingly crowded high-yield trade, Pioneer Investments’ Tracy Wright talks about where she is seeking opportunities

Minimizing the Tax Bite - April 2013

New tax laws may reduce investment returns. Donald Peters of T. Rowe Price shares strategies for how investors can keep more of what they earn

A Look at ETF Liquidity - April 2013

Accessing small and thinly-traded ETFs can open up potential investment opportunities, according to John Penney of Emerging Global Advisors and MSWM’s Andrew Swanson

What’s Next for Preferreds - April 2013

New regulations are creating change, but Matthew Byer of Spectrum says that with the right strategy, the preferred securities market is still attractive

Five Municipal-Market Insights - March 2013

Bob DiMella of MacKay Municipal Managers talks about why he believes fears concerning the muni market are overblown

Inflation Protection Beyond TIPS - March 2013

Roger Early of Delaware Investments takes a global perspective in seeking protection against rising prices

Taking the Emotion out of Investing - March 2013

In a volatile market, Julian Koski of Transparent Value seeks success by watching market signals, not going with his gut

Keeping an Eye on Tax Reform - March 2013

Though changes are on the horizon, there is much that can be done today to help clients maximize available opportunities, say Janus’s Matt Sommer and Morgan Stanley’s David Kemps

Don’t Be Spoiled for Choice - March 2013

Being broadminded but selective about investments and advice is vital because so many choices exist, says David Darst of Morgan Stanley Wealth Management

Beyond the Fiscal Cliff - March 2013

The resolution of the stalemate in Washington should continue to help stocks, especially if Congress tackles tax and entitlement reform, says Washington political strategist Andy Friedman

Considering the Alternative - March 2013

The alternative-asset space is growing in both scope and popularity. But before jumping in, Chris Mackay of Private Advisors says, accredited investors need to consider both the risks and the rewards

Preaching to the Converted - March 2013

Ellen Gold and Ramez Nashed of Invesco discuss the characteristics of convertible bonds and explain why they believe it’s an increasingly attractive asset class

Muni Outlook: A Year of the Coupon - February 2013

Sheila Amoroso of Franklin Templeton Investments believes that after a bumpy few years, the municipal bond market could very likely offer relatively steady income in 2013

Diversifying with Fixed-Income ETFs - February 2013

Robert Williams of Sage Advisory Services believes that ETFs offer an attractive strategy for bond portfolio diversification in today’s low-rate environment

Choose Your Friends Wisely - February 2013

Success in a trend-following strategy depends on selecting the right asset classes, instruments and trend durations, says Steve Jeneste of Goldman Sachs Management

Investing in the Frontier - February 2013

Longtime emerging markets investor Mark Mobius of Franklin Templeton says he’s finding ever more opportunities in the world’s up-and-coming countries

Seeking the “Triple Plays” in the International Dividend Sphere - February 2013

Forward’s David Ruff searches global stock exchanges for equities that offer an attractive dividend and—more importantly—dividend growth and a potential for price appreciation

Why a Mid Cap May Be a Good Fit - February 2013

Mid-cap stocks potentially offer a useful blend of growth potential and maturity—and they’re under-owned in portfolios, says Bill Theriault of ING Funds

Will Munis Perform or Pull Back? - February 2013

Mike Hoover and Adam Plotkin of Caprin share their thoughts on whether municipal bonds can continue to post a strong performance in the current low-rate environment

The Long and Short Run - February 2013

Ric Dillon of Diamond Hill discusses why he believes long-short strategies are important tools for diversification and managing volatility

Don’t Sweat the Small Stuff - January 2013

Despite lingering economic uncertainty, small-cap companies are getting their finances in order, and this potentially bodes well for returns over the next few years, says the Royce Funds’ Frank Gannon

A Steadier Alternative to a 60/40 Balanced Portfolio? - January 2013

Adding assets whose movements have low correlation with those of stocks and bonds may improve risk-adjusted returns, says Jason Vaillancourt of Putnam Investments

In Aggressive Pursuit of Growth - January 2013

Evan Bauman of ClearBridge Advisors explains why he focuses on innovative companies that he believes will be the success stories of the next five to 10 years

Seeking High-Quality Stocks in a Low-Quality Economy - January 2013

Larger companies with strong returns on assets can be attractive in a slow-growth environment, says Don Yacktman of Yacktman Asset Management

Bringing a Connoisseur’s Eye to Constructing a Portfolio - December 2012

Baron Funds’ Alex Umansky looks for large-cap stocks that are unique and have sustainable competitive advantages

Playing on the Market’s Panic - December 2012

William Blair’s Brian Singer explains why he believes the current economic environment—while uncertain—is not unique

Are Dividends the Next Bubble? - December 2012

While some market pros fear that the rush into dividend-paying stocks has created a bubble, Goldman Sachs’s Troy Shaver says there’s still plenty of opportunity—particularly in MLPs

Playing the Range in Fixed Income - December 2012

Prudential’s Michael Collins shares his thoughts on the broad fixed-income market and explains how he seeks opportunity while mitigating risk

Can China Get Back in High Gear? - December 2012

Robert Horrocks and Henry Zhang of Matthews International Capital Management share their thoughts with Morgan Stanley Wealth Management’s Charlie Reinhard

An Unconventional Short-Term Option - December 2012

Charles Melchreit of Pioneer Investments believes that when it comes to cash, a diversified basket of short-term securities may be more attractive than accounts yielding 0%

The Growing Opportunities in Agriculture - November 2012

Given a limited supply and an expanding demand landscape, appropriate investors seeking to lower overall portfolio volatility should consider adding direct exposure to grain commodities, says Sal Gilbertie of Teucrium Trading

Keeping a Level Head in a Sideways Market - November 2012

A strategy that is designed to buy stocks on dips and sell on rallies can help keep emotions in check and potentially improve returns, says Chuck McQuaid of Columbia Management

Why Growth Stocks Aren’t Dying - November 2012

Dan Chung of Fred Alger Management believes the best growth companies typically stand out in times of change and slow economic growth

A Flurry of Activity in Active ETFs - November 2012

The funds are still a rarity, but launches by high-profile managers could stimulate interest, says Chris Goolgasian of State Street Global Advisors

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