Weekly Wrap: Tesla's Stock Split, Rising Interest Rates, and Ultrashort Bond Funds

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

Aug 5, 2022

Editor's Picks

In Praise of Wall Street Financial institutions might sometimes be wicked, but they deliver a genuine public good.

TIPS Can Help With Inflation, but Are You Courting Other Risk? Treasury Inflation-Protected Securities are one of the best direct hedges against inflation, but they're subject to other types of risk.

What Is a Recession? Here's how long recessions typically last and how you can prepare.

10 Stocks for a Recession These undervalued stocks come from high-quality companies in defensive sectors.

Why We Expect the Fed to Cut Interest Rates in 2023 Four key takeaways from our updated interest-rate and inflation forecast.

Video Game Stocks Hit by Slowdown in Spending Electronic Arts is in a sweeter spot but fairly valued.

Portfolio Planning and Personal Finance With Christine Benz

How to Build a Portfolio You Don't Have to Babysit These four steps can help you craft a (mostly) hands-off portfolio.

Mutual Funds and Exchange-Traded Funds

Ultrashort Bond Funds Are Once Again Attractive Rising yields have increased their return, but investors should pay heed to their potential pitfalls, too.

Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe Investors keyed in on U.S. Treasury and dividend ETFs as markets rebounded in July.

3 Great ETFs for Contrarians These low-cost ETFs could provide exceptional long-term performance—for those willing to wait.

Is Oakmark Fund Still a Good Investment? The fund is having a tougher year than its peers. Here's what Morningstar's analyst thinks.

How Much Can Tax-Managed Model Portfolios Save on Taxes? A case study using Vanguard's tax-efficient model portfolios.

3 Great ETFs for Rocky Markets These ETFs could provide a smoother ride and a little peace of mind.

Stocks

3 Dividend Stocks for August 2022 These names are popular with income investors.

Second-Quarter Earnings So Far Aren't Great for Stocks, but They're Good Enough The bounce in the market is being helped by corporate earnings that are coming better than some had feared.

Stock of the Week: Nio This automaker is competing with Tesla in China.

Stocks Have Bounced Back, but the Market Remains Significantly Undervalued Both value and growth stocks look cheap, and the communication services sector is the biggest bargain.

Why Berkshire Hathaway Stock Is a Buy Warren Buffett's company is a solid candidate for downside protection, says Morningstar's analyst—and the stock is attractively priced, too.

Which Enterprise Software Stocks Are Best Weathering the Macroeconomic Storm? Microsoft, Amazon, Tyler Technologies, and Manhattan Associates are among those that Morningstar analyst Dan Romanoff highlights for posting solid second-quarter results.

Rekenthaler Report

Will the Fund Industry Ever Change? Probably not, as its customers have become very set in their ways.

The Long View Podcast

Can You Use Money as a Key to Unlock Your Purpose? A hospice doctor shares lessons he's learned about money, self-discovery, and finding meaning.

Wade Pfau: The Risks of Retirement Today The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.

Sustainability Matters

Proxy Voting at Tesla's Meeting Will Focus on the E and S in ESG Resolutions at the automaker's upcoming shareholder meeting closely reflect key trends on environmental and social themes.

Does Your Fund Reflect Your Personal Values? Add Morningstar's new product involvement screens to your sustainable-investing toolkit.

How Much of Your Portfolio Is Addressing Climate Change? Use Morningstar's new impact metrics tools to find out.

Advisor Insights

How Advisors Can Help Clients Invest Sustainably in Retirement Accounts Don't let limited plan options prevent clients from investing the way they want.