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Investing Specialists

Weekly Wrap: Rising Interest Rates, Rising Inflation, and ESG Risk Protection

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

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Editor's Picks

The Real Problem With Inflation
It erodes not only wealth, but also trust.

The Best Short-Term Bond Funds
These ETFs and mutual funds invest in different types of short-term bonds and earn Morningstar Analyst Ratings of Gold.

Do Wide-Moat Companies Carry Less ESG Risk?
The wide-moat companies that many value managers favor tend to be less prone to controversy.

Federal Reserve Hikes Interest Rates by Biggest Amount Since 1994
Says another 0.75% move is possible in July.

4 Stocks to Avoid
Don’t buy these hard-hit stocks. They still look overpriced to us.

Do Bear Markets Lead to Recessions?
Understanding this year’s stock market woes.

Portfolio Planning and Personal Finance With Christine Benz

Cheap(er) Roth Conversions Are a Silver Lining in Falling Market
Depressed balances reduce the taxes you'll owe to convert.

ABCs of RMDs
What you need to know.

Why Index Funds and ETFs Are Good for Retirees
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Mutual Funds and Exchange-Traded Funds

Have Strategic-Beta ETFs Lost Their Sizzle?
Smart beta, strategic beta, modern alpha, factors—whatever you call it, it's clear that the space has reached maturity.

Muni Strategies at American Funds Enjoyed Team Upgrades
Highlights of the downgrades and upgrades this month.

Vanguard Total International Stock ETF Has It All
Outstanding diversification + rock-bottom fees = a core international stock ETF that works for most investors.

Energy Is Powering Large-Value Fund Performance
Some funds are bucking the trend.

One Reason to Diversify by Alpha
Time for me to add a little T. Rowe Price?

Stocks

2 Stocks to Buy on Weakness in June
These well-known brands are great investments if investors can buy them at the right price.

What Bear Market? Stock Earnings Forecasts Have Remained Healthy
But high inflation and rising rates could mean expectations are too rosy.

4 Undervalued, Recession-Resilient Software Stocks
Solid earnings from Okta, Elastic, and others come as investors look for stocks that could weather a slowdown.

5 Undervalued Cybersecurity Stocks
Cybersecurity industry is a fast-growing, high-margin industry, and the stocks are attractive right now.

Disney Stock Is a Buy Today
The long-term forecast is bright as Walt Disney successfully transforms its business, says Morningstar’s analyst.

2 Undervalued Stocks Top Managers Are Buying
These crushed stocks were among the high-conviction purchases of several of our Ultimate Stock-Pickers last quarter.

Rekenthaler Report

Why Target-Date Funds Became Conformist
The story behind this year’s results.

The Long View Podcast

How to Defend Your Portfolio Against Rising Economic Threats
Tom Idzorek, chief investment officer of retirement, dives into portfolio protection and asset allocation for rising inflation.

Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.

Commentary

Establishing Trust to Better Advise Clients
Financial advisor Andrea Romero has always followed a calling to help the most vulnerable people—financial advising is no exception.

Tax Fairness Should be a Core Principle in Corporate Sustainability Strategies
As governments look for ways to recoup pandemic spending, tax transparency takes on a new level of significance.

How Concerned Should Near-Retirees Be About Recent Target-Date Fund Losses?
Four questions investors should ask.

Most Requested Stock Quotes

Amazon.com
Apple
Microsoft
Berkshire Hathaway Inc Class B
Meta Platforms Inc Class A

Most Requested Fund Quotes

Fidelity 500 Index
Dodge & Cox Stock
Vanguard 500 Index Admiral
Vanguard Dividend Growth Inv
Vanguard Total Stock Mkt Idx Adm

Most Requested ETF Quotes

SPDR S&P 500 ETF Trust
Vanguard S&P 500 ETF
Schwab U.S. Dividend Equity ETF
Invesco QQQ Trust
Vanguard Total Stock Market ETF