October data show continued inflows for bonds (including riskier fixed-income assets), while investors withdrew money from U.S. stock mutual funds and ETFs.
Morningstar's Jeremy Glaser comments on hot valuations in private tech firms, scenarios at St. Joe, more movement in M&A, inflation flags, and more.
Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
Morningstar's Christine Benz discusses current pockets of opportunity with director of ETF research Scott Burns, dividend strategist Josh Peters, and associate director of fixed-income fund analysis Miriam Sjoblom.
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