Weekly Wrap: Morningstar's Take on Coronavirus' Economic Impact

Editor's Picks
Coronavirus Economic Impact on Industries and Markets: The Latest
Our perspective on what's driving the market and what investors should know.

Morningstar's View: The Impact of Coronavirus on the Economy
The hit to 2020 should be significant, but we see minimal long-term economic impact, and the treatment pipeline is progressing.

Few Can Match Vanguard Dividend Growth's Reliability
The Gold-rated fund continues to prove its worth during volatile markets.

Emotional Investing: What It Costs, and What to Do About It
It gets expensive when investors sell during downturns, research shows.

Where to Go for Income in a Low-Yield World
If you're on the hunt for yield, be sure to mind the downside.

Portfolio Planning and Personal Finance With Christine Benz
Can You Still Retire Soon?
A volatile market could have you rethinking some long-held retirement plans, especially if you're close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.

Why Wait for Social Security?
Our experts discuss the perks and perturbations of delaying your filing.

In Uncertain Times, Humility Is Essential
So much of the investment world is based on educated guessing; the sooner we all realize that, the better.

Mutual Funds and Exchange-Traded Funds
The Shortest Month Is Long in Ratings Activity
Morningstar analysts rated 1,027 share classes and vehicles and 244 unique strategies in February.

3 Big Downgrades
Morningstar recently cut the Analyst Ratings of these large funds.

What ETFs Have Shown Us in Volatile Times
Ben Johnson explains how ETFs might behave and affect the broader market in a serious market downdraft.

Fund Investors Didn't Load Up on Stocks Before Market Downturn
Morningstar's fund flow data suggests investors took active steps to rebalance their portfolios in 2019.

Why You Probably Don't Want to Mess With Your Target-Date Fund
It's fine to feel a little freaked out. But avoid changing up your retirement plan investments in haste, without forethought.

How Have Liquid Alternatives Fared in the Sell-Off?
Their sensitivity to equity markets tells much of the story.

It's Tough to Tune Out, but It Might Be Best
Suffering through losses is far more taxing than any picture or thousands of words can capture.

Stocks
New 5-Star Stocks
These names are all significantly undervalued by our standards after the market rout.

Buying Opportunity in Pockets of Semiconductor Space
Multiple names are reaching or approaching 4-star territory.

Despite European Ban, Value in These Travel Stocks
With travel between U.S. and Europe a small percentage of global traffic, we are maintaining our fair value estimates for Expedia, Wyndham, and Sabre.

Our 'Buy American' Moment Has Arrived for U.S. Multi-Industrials
The discounts we see now are several and sometimes compelling.

Portfolio and Pipeline Set Gilead Apart
It already had a solid lineup even before news of its potential COVID-19 treatment.

Enterprise Products Partners Is Compelling and Undervalued
Enterprise Products Partners reports another record-breaking quarter, with more good results ahead.

Why Hotel REITs Look Like a Buying Opportunity
What we see as possibilities, whether the coronavirus leaves or lingers.

The Rekentheler Report
The Coronavirus Column, Part 2
Expect more stock market volatility in the coming weeks (and maybe months).

Risk & Behavior
How to Navigate Clients' Financial Anxiety During Market Volatility
With the market rattled by COVID-19, learn the behavioral concepts you can use to help clients manage their fears.

The Long View
Lawrence Hamtil: The Virtues of Sin (Stocks)
A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.

Big Picture
What ESG Issues Are on Investors' Minds?
Morningstar research into fund groups' proxy votes found the ESG issues that are a priority for investors.

Active vs. Passive Fund Performance: 5 Learnings from the Second Half of 2019
Active small-cap funds saw a big rebound in one-year success rates, and more from the latest Morningstar Active/Passive Barometer.

Commentary
What to Do When You Get a Raise
These three saving rules can help you stay on track with your financial plan.

Fund Ranking Flip-Flops
The market turmoil has some funds seeing big moves in category ranks.

Stock Funds With the Best and Worst Down Capture During the Sell-Off
Hefty cash positions helped some value managers protect against the downdraft.

Our Responsibility to Help Manage the Impact of the Coronavirus
We don't just owe it to ourselves to stay calm as we weather the storm. We owe it to one another.

Most Requested Stock Quotes
Exxon Mobil
Apple
Microsoft
Disney
Amazon.com

Most Requested Fund Quotes
Vanguard Dividend Growth
Vanguard 500 Index
Fidelity 500 Index
Vanguard Total Stock Market Index
T. Rowe Price Blue Chip Growth

Most Requested ETF Quotes
SPDR S&P 500 ETF
Vanguard S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation ETF
Vanguard High Dividend Yield ETF