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Morningstar, Inc. Commentaries

A Mixed Year in Closed-End Funds

Jan 14, 2016
Click here to access A Mixed Year in Closed-End Funds

At the start of 2015, major market concerns included rising interest rates in the United States, falling oil prices, a hard landing for China, and turmoil in the Middle East. Twelve months later, many of those issues remain at the top of investors' minds. The Federal Reserve did raise interest rates in December, but the path forward remains unclear--how fast and how high will rates eventually rise? 

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Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.