Skip to Content

Weekly Wrap: Stocks Begin to Rally and ESG Enters the Mainstream

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.

Editor's Picks When IRA Conversions Don't Add Up There's a lot lining up in favor of IRA conversions right now, but watch out for unintended consequences. 10 Undervalued Stocks With Momentum These quality stocks have gained more than 15% in the last three months yet still look undervalued to us. How Vanguard, Fidelity, and Others Embrace ESG Investing Sustainable investing strategies have gone mainstream; here's how some of the best money managers are doing it. Following the Rally, Stock Market No Longer Undervalued Easy returns have been made; the focus now turns to selecting specific undervalued stocks. If You Are Not Already an ESG Investor, You Probably Will Be The up-and-coming fiduciary standard. A 13% Yield: What Could Go Wrong? There's not much to like when it comes to structured notes. Portfolio Planning and Personal Finance With Christine Benz Crisis Makes Estate Planning More Urgent Christine Benz outlines must-have documents for your estate plan. Retirees: If You Love Income, You Should Love Cash Flow Even More You diversify your investments; why wouldn't you diversify how you source your in-retirement living expenses?

Mutual Funds and Exchange-Traded Funds Why Pimco Income Remains Among the Best This multisector bond fund is still a top choice for income-seekers. Does Your State's 529 Plan Pay for Itself? For some college savers, state tax incentives might outweigh their investment fees. How to Play Defense Against the Bears Russ Kinnel examined recent bear markets to glean information for future upheavals. ETF Flows Do the Safety Dance in May A look at recent market performance, asset flows, and valuations through an ETF lens. 3 Things About ESG Investing We Can All Agree On ESG doesn't have to be a divisive topic. Stocks Coronavirus Clips Crane's Wings, but Sell-Off Is Overdone We think the shares trade with an adequate margin of safety for long-term investors. Coronavirus Poses Risk for P&C Insurers but Also Opportunity Losses look manageable, and this could be a good time to buy. Currency Hedging: Fine for Bonds, Not for Stocks The currency headwinds for unhedged equity exposure won't continue forever. Our Ultimate Stock-Pickers' Top 10 Buys and Sells Nine of the top 10 conviction purchases are undervalued. Does the Case for Stocks Still Stand? Market crashes damp--but don't eliminate--the long-term appeal of stocks. Where to Find Dividends Now Searching for yield in a pandemic-stricken landscape is tricky but worthwhile. Cognizant Has Long-Term Potential 2020 will be tough, but margins are set to expand.

Stock Analyst Updates Maintaining Gilead's FVE After Solid Remdesivir Data

Rekenthaler Report Beware of Banks Bearing Promises Too often, structured products and exchange-traded notes mislead their buyers.

Advisor Insights Dividend Cuts Build, Hitting Small Caps, but Medalist Dividend Funds Weather the Storm A look at the U.S. market and some Morningstar Medalists whose payouts have taken a hit. Even More on the Troubling Framework of the Retirement Plan Industry Contributor Scott Simon wraps up his series on the ways insurance company recordkeepers can undermine a plan sponsor's best intentions.

The Long View Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement A leading voice in the 'financial independence, retire early' movement reflects on the path she's taken to achieving a 'work optional' life.

Commentary Dispatches From Generation Z Our generation Z research offers a glimpse into the saving and investing perspectives of the newest crop of professionals. What Is Proxy Voting and Why You Should Care You are a shareholder of the companies in your portfolio, and proxy voting is the way for you to have a say.

Most Requested Stock Quotes Apple Microsoft PfizerAmazon.com Wells Fargo & Co

Most Requested Fund Quotes Vanguard Dividend Growth Pimco Income T. Rowe Price Blue Chip Growth Vanguard 500 Index Fidelity 500 Index

Most Requested ETF Quotes SPDR S&P 500 ETF Invesco QQQ Trust Vanguard S&P 500 ETF Vanguard Total Stock Market ETF Vanguard Dividend Appreciation ETF

More in Portfolios

About the Author

Carole Hodorowicz

Audience Engagement Editor
More from Author

Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

Sponsor Center