Where to Invest Your Money in Q4 2022
After a tough third quarter, here's where the best opportunities lie for long-term investors.
morningstar.com
Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | 8,955.31 |
271.65
|
−2.94%
| |
| US Mid Cap | 11,955.78 |
337.88
|
−2.75%
| |
| US Small Cap | 10,542.20 |
316.67
|
−2.92%
| |
| US Sustainability | 2,380.70 |
76.09
|
−3.10%
| |
| Women's Empowerment | 1,327.98 |
38.17
|
−2.79%
| |
| Societal Development | 1,071.44 |
23.66
|
−2.16%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | 11,107.00 |
339.51
|
−2.97%
| |
| US Sensitive | 14,878.39 |
506.91
|
−3.29%
| |
| US Defensive | 13,449.29 |
309.42
|
−2.25%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | 8,955.31 |
271.65
|
−2.94%
| |
| US Large Cap | 7,921.07 |
245.02
|
−3.00%
| |
| US Mid Cap | 11,955.78 |
337.88
|
−2.75%
| |
| US Small Cap | 10,542.20 |
316.67
|
−2.92%
| |
| DJIA | 29,248.78 |
678.16
|
−2.27%
| |
| S&P 500 | 3,635.77 |
108.75
|
−2.90%
| |
| Nasdaq | 10,659.65 |
413.66
|
−3.74%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 27,116.11 |
195.19
|
−0.71%
|
| Hang Seng | Closed | 17,740.05 |
272.10
|
−1.51%
|
| Shanghai Comp | Closed | 3,024.39 |
16.81
|
−0.55%
|
| FTSE 100 | Closed | 6,991.09 |
6.18
|
−0.09%
|
| DAX | Closed | 12,273.00 |
197.78
|
−1.59%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | 1,694.50 |
17.20
|
−1.00%
| |
| Silver | 20.22 |
0.40
|
−1.96%
| |
| Platinum | 935.00 |
2.50
|
−0.27%
| |
| Light Crude | 93.02 |
4.57
|
5.17%
| |
| Natural Gas | 6.71 |
0.26
|
−3.76%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Advanced Micro Devices |
9.19
|
−13.54%
|
| Tilray Brands |
0.63
|
−16.15%
|
| Tesla |
14.52
|
−6.10%
|
| Carnival Corp |
0.30
|
−4.37%
|
| Vale SA |
0.02
|
−0.13%
|
| Apple |
5.29
|
−3.64%
|
| NVIDIA Corp |
10.09
|
−7.69%
|
| Canopy Growth Corp |
0.84
|
−22.53%
|
| NIO |
1.04
|
−7.04%
|
| Credit Suisse Group |
0.56
|
13.05%
|
News
- Consumer Prices and Retail Sales on Tap — Data Week Ahead | Dow Jones
- Crypto Miner Shares Sink as Bitcoin Falls Below $20K | Dow Jones
- Correction to Lithium Americas Shares Down 11% Article | Dow Jones
- CAC 40 Index Ends the Week 1.82% Higher at 5866.94 — Data Talk | Dow Jones
- EURO STOXX 50 Index Ends the Week 1.73% Higher at 3375.46 — Data Talk | Dow Jones
- STOXX Europe 50 Index Ends the Week 1.40% Higher at 3378.48 — Data Talk | Dow Jones
- STOXX Europe 600 Index Ends the Week 0.98% Higher at 391.67 — Data Talk | Dow Jones
- DAX Ends the Week 1.31% Higher at 12273.00 — Data Talk | Dow Jones
- FTSE 100 Index Ends the Week 1.41% Higher at 6991.09 — Data Talk | Dow Jones
- Lithium Americas Shares Down 11%; Court Hearing Scheduled for Thacker Pass Appeal | Dow Jones
Features
Quarter-end Insights
How Did the Largest Bond Funds Do in Q3?
Some funds saw a fourth consecutive quarter of losses.
Q3 2022 Market Performance in Charts
Bonds again offer no safe harbor as stocks make a round trip in the bear market.
7 Charts on Value Versus Growth Stocks in the Third Quarter
Growth stocks were down in the quarter yet still managed to outperform value stocks.
Q3 Markets and Funds in Review and Q4 Stock Market Outlook
Find our complete coverage here as our analysts and specialists put Q3 for stocks, bonds, and funds into perspective—and look to the future.
The Strong U.S. Dollar: Who Wins and Who Loses?
We looked across stock sectors to see which generate the most and least revenue outside the U.S.
Jobs Report Shows the Economy Is Still Chugging Along
A gradual softening of the labor market and slowing wage growth provides room for inflation to cool off.
The Public Was Wrong About Social Security
Why did so many people miss the mark?
Investment Picks
3 Great Specialized ETFs
Here’s some top stock and bond ETF picks for particular investment tastes.
3 Dividend Stocks for October 2022
Here are the dividend prospects of three names that are popular with income investors.
Company Spotlight
Why Is Microsoft Stock So Cheap?
The switch to a subscription business is starting to pay off.
Elon Musk Moves to Close Twitter Purchase at $54.20 per Share
We are raising our valuation of Twitter as the likelihood of either side now stepping away from the transaction is minimal.
Retirement Planning With Benz & Bruno
Sustainability
4 Steps to Add Sustainable Investing Strategies to Your Portfolio
Your guide to uncovering what your sustainability goals look like and how to put them into practice.
Expect to Hear More About Impact Investing
No, impact investing isn’t the same as ESG investing . What you need to know.
Is ESG Financially Relevant to Investing?
80% of asset owners say ESG is material across a range of asset classes, new Morningstar survey shows.
Christine Benz
5 Questions to Ask a Financial Advisor
John Rekenthaler
The 5 Best Financial Innovations—Ever
Sarah Newcomb
Why We Speculate, and How to Do It Safely
Russel Kinnel
3 Core Bond Funds to Take the Sting Out of a Bear Market
Susan Dziubinski
Morningstar’s Guide to ETFs
Samantha Lamas
Is Your Smartphone Hurting Your Portfolio Performance?
We Examine Tesla's Stock and the Risks of a Strong Dollar
We also explore why this has been a terrible year for bond funds, and how used-car sticker prices might signal trouble ahead.
What a Strong U.S. Dollar Means for Investors
Some company earnings could falter. Here's what to expect--and a few undervalued stocks we like.
33 Undervalued Stocks for 2022
Here’s the new list of Morningstar’s top analyst picks for the fourth quarter.
5 Reasons Stocks Hit New Lows
And why the outlook looks rough from here.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
Fear Itself
How one emotion can change how you see the world.
Can You Save Too Much in a Health Savings Account?
Even savers whose assets exceed their healthcare expenses have some escape hatches.
What's Your Real Inflation Rate?
Calculating a personalized inflation rate is a start.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Third Time No Charm for Bond Funds
Most fixed-income funds post third-consecutive period of losses in the third quarter.
U.S. and International-Equity Funds Continue Their Slide
Growth funds hold up better than their value counterparts, but year-to-date performance is still ugly.
Why 2022 Has Been Such a Terrible Year for Bond Funds
This could become bond funds' worst year on record.
Why We Downgraded One of Matthews Asia's Biggest Funds
Plus a look at an upgrade, a downgrade, and a fund that is new to coverage.
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
Is the Time Right for Roth Conversions?
Maria Bruno of Vanguard discusses the advantages and tax implications of converting a traditional IRA to a Roth.
Annuities Are Not Alchemy
But they can be good medicine for some investors.
Retiring in a Down Market? Consider These Strategies
Falling markets can be scary for new retirees. Vanguard retirement specialist Maria Bruno shares tips for keeping your plan on track amid the turmoil.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Is ESG Financially Relevant to Investing?
80% of asset owners say ESG is material across a range of asset classes, new Morningstar survey shows.
Expect to Hear More About Impact Investing
No, impact investing isn’t the same as ESG investing . What you need to know.
Growth Bias Has Hurt Sustainable Equity Funds This Year
For ESG investors, energy underweighting is not as big a factor.
How the Russia-Ukraine Conflict Is Changing the Game in Carbon Markets
Two key economic forces should dictate how carbon credit prices move in the short term.
3 Fund Firms That Fall Short of ESG Best Practices
A peek behind the curtain of the Morningstar ESG Commitment Level.