Weekly Wrap: August Fund Rating Highlights and Investing Around the Election
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
|Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.|
What Can Retirees Expect From Bonds?
With yields so low, do you stay or do you go?
Sustainable Investing and the Election
Part I of our series on the election and ordinary investors.
9 Stocks to Avoid in a Struggling Economy
Walk away from these richly trading no-moat names with negative moat trends.
2 ETF Upgrades Highlight Ratings Activity in August
Morningstar analysts rated 527 share classes and vehicles and 117 unique strategies during the month.
What I've Learned From Talking With White Advisors About Race
Resist Urge to Shift Your Portfolio Around the Election
The bumps and bruises of election time may tempt you to shift your portfolio strategy.
Portfolio Planning and Personal Finance With Christine Benz
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
Mutual Funds and Exchange-Traded Funds
An ETF for the Rise of the Machines
This is a concentrated portfolio, but it offers clean exposure to firms positioned to profit from the growth of robotics and artificial intelligence.
Where The Medalists Are
In some categories, index funds earn higher Morningstar Analyst Ratings than in others. Russ Kinnel explains why.
How One BlackRock Portfolio Tweak Unleashed a Flood of ESG Demand
This year’s top asset-gathering sustainable ETF plays a supporting role in the firm’s models.
3 ETFs for a Strong Economic Recovery From the Pandemic
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.
3 Undervalued Western Utilities
Record-breaking fires are causing the market to overestimate the companies' financial risks.
Getting Better Results Abroad
A more disciplined investment approach can help investors avoid bad outcomes.
2 Stocks Top Managers Are Buying
Several of our Ultimate Stock-Pickers put new money toward these names last quarter.
Our Ultimate Stock Pickers' Top 10 Dividend-Yielding Stocks
A majority of the top 10 dividend-yielding names are undervalued.
Stock Analyst Updates
Nvidia to Buy ARM in $40 Billion Deal
ARM was a wide-moat-rated firm, and we believe it is likely this cash/stock deal would enhance Nvidia’s narrow moat even further.
Oracle Wins Bid to Duet with TikTok's U.S. Operations
We are maintaining our fair value estimate for the company until we get further details.
Carnival Offers Q3 Update; Shares Modestly Undervalued
No-moat Carnival printed preliminary third-quarter results that included a $1.7 billion adjusted net loss.
Adobe Delivers Picture-Perfect Quarter; FVE up to $400
Wide-moat Adobe reported strong third-quarter results, and provided quarterly guidance that was generally in line with Street expectations. Given results, we are raising our fair value estimate to $400 per share, from $350.
Apple Launches New Watch and iPad at Annual Event
We recommend prospective investors wait for a wider margin of safety before investing in Apple.
Federal Open Market Committee Maintains Rates at Zero
This leaves the FOMC plenty of room to maintain rates at zero for some time, and the committee will not be likely to preemptively raise rates to combat inflation.
The Fund-Flows Indicator Is Behaving Strangely
Security prices aren't moving in the same direction as fund flows.
Does Crowdfunding Make Investment Sense?
It might, if there weren’t such a large information gap.
The Long View Podcast
Karen Andersen: The Race for a COVID-19 Vaccine
The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies.
Morningstar Investment Conference
Morningstar Investment Conference: Keynote With Kunal Kapoor
Welcome to our digital 2020 event.
Behavioral Science to Help Investors During Strange Times
Steve Wendel talks about how investors are thinking about the next downturn and saving for their own retirement.
See Innovation From Our Behavior Team at MIC
Advisors are offered tips are how to handle clients, especially during volatility.
The Future of Advice: Cathy Curtis and Christine Benz
Financial advisor Cathy Curtis discusses some of the planning needs that are unique to women and how she approaches them in her practice.
How Stories Drive Financial Behavior--and What to Do About It
Reaching financial prosperity can start by becoming the hero of your own financial narrative.
U.S. Fund Flows Batter Equity Funds in August
As stocks rise, investors shift from U.S. equity to taxable-bond funds.
New ETFs Give Fixed-Income Investors Cheaper Options
We examine the 18 new entrants.
SEC Proxy Voting Rule Changes Could Weaken Minority Shareholder Influence
The proxy process sounded an alarm on working conditions in the meatpacking industry.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.