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Weekly Wrap: Coronavirus Vaccine Developments and Tips for Turbulent Markets

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 How to Find Yield Without Getting Burned Make sure to consider downside risk and volatility. 7 Undervalued Stocks With Healthy Yields We expect these high yielders to sustain their dividends in the future. Plus, they're cheap. How Did the Bucket Portfolios Stand Up to Market Turbulence? High-quality bonds limited the mutual fund and ETF portfolios to modest losses in a tough first half. Should You Pay Off Your Mortgage? Retirees looking for a decent return in this low-rate climate would be wise to consider it. Timeline Accelerates for COVID-19 Drug Development Three new vaccines for coronavirus look poised for emergency use authorization in the U.S. this fall. U.S. Fund Flows in June Cap a Wild First Half of 2020 Taxable-bond funds swing from historic carnage to record inflows. Portfolio Planning and Personal Finance With Christine Benz Is the '4% Rule' Broken? Retirement researcher Wade Pfau discusses why low yields put this withdrawal rule at risk and what strategies retirees can use instead. Should Your Portfolio Shift When the Economy Slumps? How to make some upgrades during this down time.

Mutual Funds and Exchange-Traded Funds June Analyst Ratings Upgrades, Downgrades, and More Morningstar analysts rated 785 share classes and vehicles and 187 unique strategies in June 2020. The 10 Biggest Fee Cuts of the Year Some funds' fees are falling faster than others'. ESG Investing Is About Long-Term Risk Management Sustainable investing isn't just about values, it's about managing risks that affect all investors. A Bold--and Exceptional--International Choice Gold-rated Oakmark International can try the patience of investors--but it delivers over the long haul. A Promising Quality Value ETF This low-cost strategy carves an edge by targeting stocks with strong profitability and low valuations.

Stocks Pay-TV Troubles on Full View in Poor Start to 2020 Cord cutting is still an issue, but a subscriber death spiral remains unlikely. 2 Stocks We Find Attractive Our analysts have their eyes on these companies. A Quick Look at Amazon Amazon's variety seems scattershot, but has a strategy behind it.

Stock Analyst Updates Pfizer, BioNTech COVID-19 Vaccines Fast Tracked by FDA We expect no-moat BioNTech and wide-moat Pfizer to move one of the test candidates into the next phase, planned to start as early as this month. Pepsi's Snack Business Helps It Navigate Marketplace Sales came in at $15.9 billion for the quarter, a 3% year-over-year decline, for the wide-moat company. In Q2, JPMorgan Again One of the Highest Quality Banks As we've long pointed out, JPMorgan remains arguably one of the strongest and highest quality franchises under our coverage, and this showed in second-quarter results. UnitedHealth Reports Strong Second Quarter We are not making any changes to our 2020 outlook and fair value estimate for the narrow-moat company. Wide-Moat J&J Posts Better-Than-Expected Q2 The company's drug group helps offset COVID-19 pressure on device sales. Bank of America Books a Second Provisioning Charge After incorporating these results into our forecast, and after incorporating a 50% probability of Joe Biden being elected and instituting his proposed tax hike, we are lowering our fair value estimate to $28 from $30. Netflix Gains as Viewers Stay In; Sarandos Now Co-CEO We are raising our FVE to $200 from $160 to account for the revenue impact of the larger subscriber base and slightly faster margin expansion than previously expected.

Rekenthaler Report In Celebration of Financial Independence Echoing the sentiments of two Morningstar colleagues.

Advisor Insights Why Private Equity Doesn't Belong in Defined-Contribution Plans Contributor Scott Simon argues that private equity isn't in any way a good thing for plan participants. The Long View Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning A noted retirement specialist discusses the benefits and challenges of working longer, the virtues of Roth assets, and building retirement portfolios to last.

Commentary How to Approach Social Security During a Pandemic Avoid an added layer of difficulty during this time by learning about your options. What Advisors Need to Know About Learning Clients' ESG Preferences Research shows that investors can incorporate their ESG preferences and also earn strong returns. Morningstar's Tax and IRA Guide Strategies and investment ideas for lessening the tax bite. Morningstar's Guide to the Development of a Coronavirus Vaccine Here's how companies around the world are working toward a treatment.

Most Requested Stock Quotes Apple Tesla Wells Fargo & Co Amazon.com Pfizer Inc

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

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

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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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.

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