Morningstar's Take on the 2nd Quarter
Morningstar's analysts have provided in-depth reviews and outlooks across equity sector, fund categories, and private markets. Plus, fund category and index return data.
Morningstar's analysts have provided in-depth reviews and outlooks across equity sector, fund categories, and private markets. Their takes are below along with quarter-end fund category and index data.
Morningstar's Quarter-End Coverage
Stock Market Outlook: Some Values to Be Found in Defensive Sectors
Real Estate: Strong Fundamentals Persist--As Do Opportunities
Consumer Defensive: Attractive Opportunities in Competitively Advantaged Stocks
Consumer Cyclical: The Themes Driving Retail's Rebound
Industrials: Despite Bullish CEO Talk, Few Values
Basic Materials: Overpriced, With Significant Downside Ahead for Commodities
Financial Services: A Positive Outlook for U.S. Banks, More Consolidation to Come for Asset Managers
Communication Services: Undervalued With a Case of Merger Fever
Private Equity: Firms Revamp the Traditional PE Playbook
Credit Markets: Investment Grade Struggles While High Yield Strengthens
Manager Research Insights
Kinnel: Fund Winners and Losers From the First Half