Morningstar's Take on the Second Quarter
Our analysis of the second quarter in stocks and funds.
As the second quarter of 2020 comes to a close, Morningstar's analysts have provided in-depth reviews and outlooks across equity sectors and fund categories.
Here are our analysts' top ideas in each sector this quarter.
A third of our North American coverage mis undervalued compared with two thirds last quarter.
We don't think the market's engaging in irrational exuberance.
What to make of the April to June period.
After the first-quarter market volatility, the time is right to see if any adjustments are in order, writes Christine Benz.
Finding undervalue stocks among challenged dividend-payers.
Here are two stocks that catch our eye.
And what we expect to see moving forward.
But first-quarter wallop still stings.
What we expect from July.
U.S. stocks have pulled off an astounding recovery.
They have significantly outperformed for the year to date.
Here's a recap of performance, flows, and fund launches during the tumultuous first six months of 2020.
Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds.
Why these funds are struggling and what to do about it.
The comeback was uneven, however.
Decisive central bank action and investor optimism for a swift economic recovery spurred a titanic rally for riskier sectors in fixed-income markets.
As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter.