Mutual Funds Weekly: Why your stocks may not outperform bonds over a lifetime of investing

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Don’t miss these top money and investing features:

Popular stories with MarketWatch readers over the past week include a report on new research showing that stocks and bonds post essentially equal returns over a lifetime of investing and beyond (think heirs) — and this has implications for how investment portfolios are allocated for time horizon and risk tolerance. Then, read about how worrying about a recession can sow the seeds for one, check out factor investing to improve your returns, get to know an exchange-traded fund tailor-made for weak markets, and learn about how to make a budget fit your lifestyle.

— Jonathan Burton

INVESTING NEWS & TRENDS
It pays to prepare now for the end of the bull market

Gradually reducing your stock exposure may be wise, writes Mark Hulbert.
It pays to prepare now for the end of the bull market

This explosive discovery about stock and bond returns will shake your views on investing

Stocks and bonds produce similar results over the really long-term, new research shows.
This explosive discovery about stock and bond returns will shake your views on investing

Investors in midcap stocks are stuck between a rock and a hard place

Midcap-growth funds’ 2018 outperformance was a fluke, writes Mark Hulbert.
Investors in midcap stocks are stuck between a rock and a hard place

How rate-hedged bond funds fare when rates unexpectedly plunge

Everyone expected rates to rise, and they instead fell.
How rate-hedged bond funds fare when rates unexpectedly plunge

When does a ‘wall of worry’ become a ‘wall of fear’ for stock-market investors?

The pathway forward for Wall Street and risky assets is becoming more perilous.
When does a ‘wall of worry’ become a ‘wall of fear’ for stock-market investors?

Why your thinking a recession is inevitable can bring it on

U.S. economy needs consumers and companies to believe in it, writes Mark Hulbert.
Why your thinking a recession is inevitable can bring it on

Investors should get ‘smart’ about factors

Factor investing isn’t new but it might seem strange or exotic to individual investors. Here’s a broad overview.
Investors should get ‘smart’ about factors

Welcome to the adult table, SEC says to ETFs

Nearly three decades after first launching, exchange-traded funds will no longer have to apply for relief for not being mutual funds, according to a long-awaited decision out Thursday from the Securities and Exchange Commission.
Welcome to the adult table, SEC says to ETFs

This broad-based ETF is outperforming the S&P 500 while guarding against declines

The iShares Edge MSCI Min Vol USA exchange traded fund has held up well during stock market weakness.
This broad-based ETF is outperforming the S&P 500 while guarding against declines

The first-ever ESG junk bond ETF debuts

Did the investing world really need an exchange-traded fund that checks both these boxes?
The first-ever ESG junk bond ETF debuts

How to know which retailers will take the biggest hit from a trade war

The trade war between the U.S. and China continues, so here are three tips to prepare and secure your portfolio.
How to know which retailers will take the biggest hit from a trade war

How ‘passion budgeting’ can fix your finances

Creating a budget can sometimes feel like making one sacrifice after another, but what if you didn’t have to choose between a lifestyle you love and an achievable financial plan? Here’s what you need to know about ‘passion budgeting.’
How ‘passion budgeting’ can fix your finances