Disciplined Growth Investors’ managers have built a moderate allocation strategy unlike most others.
U.S. tight oil production continues to set the pace for the industry, but the companies most levered to it are either fully valued or overvalued.
U.S. tight oil remains front and center for investors and market observers, for good reason.
Geopolitical tensions have sent oil higher amid a rising tide of U.S. crude.
Roundtable report: Morningstar strategists offer up their best ideas for a fully valued, low-yield market with few attractive choices.
In this special one-hour presentation, Morningstar experts share their takes on how investors can navigate a world with slightly overvalued stocks, an uncertain interest-rate environment, and a slow-growing economy.
Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.
Current valuation levels imply mediocre total returns and an elevated risk of a material drawdown.