Experts Forecast Stock and Bond Returns: 2022 Edition
U.S. equity expectations drop further still, but most firms spy better values overseas.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,551.70 |
3.81
|
0.03%
|
| U.S. Mid Cap | Closed | 14,995.78 |
46.30
|
−0.31%
|
| U.S. Small Cap | Closed | 13,419.30 |
15.87
|
−0.12%
|
| U.S. Sustainability | Closed | 3,085.20 |
0.00
|
0.00%
|
| Women's Empowerment | Closed | 1,739.24 |
2.05
|
0.12%
|
| Societal Development | 1,475.07 |
0.91
|
0.06%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Ford Motor Company |
0.17
|
0.68%
|
| Apple |
0.88
|
0.51%
|
| Bank of America Corp |
0.85
|
−1.74%
|
| Advanced Micro Devices |
4.14
|
3.12%
|
| AMC Entertainment Holdings |
0.09
|
−0.44%
|
| Wells Fargo & Co |
2.06
|
3.68%
|
| AT&T |
0.38
|
1.42%
|
| Las Vegas Sands Corp |
5.33
|
14.15%
|
| Itau Unibanco Holding SA |
0.02
|
0.47%
|
| Zynga |
0.10
|
−1.10%
|
News
- BOVESPA Index Ends 0.52% Lower at 106373.87 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends 0.42% Higher at 53973.27 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 0.52% Lower at 85038.79 — Data Talk | Dow Jones
- S&P/TSX Composite Index Ends 0.84% Higher at 21537.45 — Data Talk | Dow Jones
- STOXX Europe 50 Index Ends 0.85% Higher at 3830.99 — Data Talk | Dow Jones
- EURO STOXX 50 Index Ends 0.70% Higher at 4302.14 — Data Talk | Dow Jones
- STOXX Europe 600 Index Ends 0.70% Higher at 484.51 — Data Talk | Dow Jones
- DAX Ends 0.32% Higher at 15933.72 — Data Talk | Dow Jones
- CAC 40 Index Ends 0.82% Higher at 7201.64 — Data Talk | Dow Jones
- FTSE 100 Index Ends 0.91% Higher at 7611.23 — Data Talk | Dow Jones
Features
Has AMD's Stock Price Gotten Ahead of Itself?
The chip designer is gaining share, but it's got deep-pocketed competition.
Can Macroeconomics Predict Bad Financial Behavior?
Cullen Roche breaks down the investor psyche and what we can learn from macroeconomics in today’s investing environment.
RACIAL WEALTH GAP
11 Charts Examining the Racial Wealth Gap
What data tells us about the disparities along racial lines for income, savings, and overall financial well-being.
Closing the Gap: Building Black Dollars
Learn about wealth gaps, pay gaps, social justice investing, and more.
Baby Bonds: Turning the Next Generation Into Investors
The program could make strides to narrow the racial wealth gap, but the details still need to be worked out.
WEEKEND UPDATE
Weekly Wrap: Stocks for Choppy Markets, Funds for the New Year, and Rebalancing
And our inaugural Best Companies to Own list.
An ESG Trailblazer Talks About Making Investing Moral, Greenwashing, and Sustainability Trends
An interview with Amy Domini (pictured), founder and chair of Domini Impact Investments.
Sustainable Index Funds Produce Strong Gains in 2021
Performance bolsters the case that ESG ratings and metrics can deliver competitive returns.
Fidelity Magellan and the Paradox of Skill
How active equity management fell upon hard times.
COMPETITIVE EDGE
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
What Makes a Company Great?
When we talk about great companies to own, here’s what we mean.
New Year, New IRS Life Expectancy Tables
These new tables come just as America experiences a downtick in life expectancies because of the coronavirus and its reverberations.
Target-Date Fund Flows Bounce Back in 2021
Fidelity and American Funds dominate, while Vanguard sees a seismic shift to its CITs.
Christine Benz
3 Things Retirees Should Watch in 2022
John Rekenthaler
Why SPACs Are a Racket
Amy C. Arnott
Is Your Bond Fund Really a Stock Fund in Disguise?
Susan Dziubinski
3 Easy Ways to Simplify Your Portfolio in 2022
Ben Johnson
It Can Pay to Be Choosy When Investing in China
Russel Kinnel
4 Funds for Playing Defense in 2022
Samantha Lamas
Are We Taking the Wrong Approach to Financial Education?
Will Cannabis Stocks Revive in 2022?
There's plenty of opportunity for these stocks after a rough 2021.
AT&T Shares Deserve a Return Call
AT&T is significantly undervalued, and even after an expected dividend cut, will offer an attractive yield.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Protecting a Client's Portfolio From Inflation
To achieve any meaningful progress toward financial goals, investors need to clear the inflation hurdle.
Letting Your Money Work for You Into Later Life
This year is likely going to be a difficult environment for passive income generation, and it requires careful navigation.
Growing a Client's Portfolio With High-Conviction Positioning
Scarce opportunities require a more focused approach to portfolio construction. Here are a few ideas worth exploring in 2022.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Healthcare Stocks Dogged by U.S. Policy Concerns
Large biopharma names are undervalued while device and diagnostic industries look pricey.
What the Great Resignation Does and Doesn’t Mean for Economic Recovery
In this labor market update, we outline how we expect the factors contributing to the unusually high number of job openings to fade over the next year.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
Target-Date Fund Flows Bounce Back in 2021
Fidelity and American Funds dominate, while Vanguard sees a seismic shift to its CITs.
15 Funds for 2022 and Beyond
Here are some great funds for the long haul.
Is Your Bond Fund Really a Stock Fund in Disguise?
Higher-yielding bond-fund categories often come with more stocklike risk levels.
Why Did a Star Manager Take His Boutique Fund Firm Public?
After stunning growth and a successful IPO, what’s next for Rajiv Jain’s GQG Partners?
Morningstar's Guide to Target-Date Investing
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.
How Well Did the Retirement Saver Portfolios Perform in 2021?
All portfolios posted strong gains in absolute terms, but the ETF portfolios crushed their mutual fund counterparts.
3 Things Retirees Should Watch in 2022
Keep an eye on inflation, interest rates, and expected spending in the year ahead.
What Lower Withdrawal Rates Mean for Retirement Savings
You might need to save a lot more.
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.
An ESG Trailblazer Talks About Making Investing Moral, Greenwashing, and Sustainability Trends
An interview with Amy Domini, founder and chair of Domini Impact Investments.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
11 Charts Examining the Racial Wealth Gap
What data tells us about the disparities along racial lines for income, savings, and overall financial well-being.
4 Things to Keep in Mind About Sustainable Investing in 2022
And four ways that it's having a broader impact on the world.
Does Your Company Face Water-Related Investment Risk?
We can't survive without water. Here are some metrics for investors to look at.