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The Return of the Bond Market

It’s been rough getting here, but the future looks brighter for bonds.

Edward Fane Mar 16, 2023

More About Ricky Williamson

Ricky Williamson is head of investments for Morningstar Mutual Funds within Morningstar Investment Management LLC. He is focused on portfolio construction, asset allocation, and manager due diligence. He is a member of Investment Management’s Global Asset Allocation team and helps lead Americas fixed-income research. He develops and implements asset-class positioning and fund-of-funds portfolios, evaluates investment managers, and performs capital-market research. Ricky serves as co-manager on several Morningstar mutual funds including the Morningstar Multisector Bond Fund (MSTMX), Morningstar Global Opportunistic Equity Fund (MSTSX), Morningstar Global Income Fund (MSTGX), Morningstar Defensive Bond Fund (MSTBX), and Morningstar Alternatives Fund (MSTVX).

Before joining Morningstar Investment Management in 2013, Ricky was a consultant and analyst with Cardinal Investment Advisors, LLC, where he built asset-allocation models for defined-benefit plans, performed manager due diligence, and worked on capital-market research.

Ricky earned a bachelor’s degree in economics and government from The University of Virginia at Charlottesville. He holds a Certificate in Investment Performance Measurement (CIPM®), the Chartered Financial Analyst® designation, and is a member of the CFA Institute and CFA Society of Chicago.

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