Weekly Wrap: What the Labor Department's Proposed Rule Means for ESG and How Shareholders Can Advocate for Systemic Change
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.|
How Did the Retirement Saver Portfolios Perform Amid Market Turbulence?
Bonds buoyed the moderate and conservative portfolios, but all of these equity-heavy portfolios were in the red at midyear.
The S&P 500 Grows Ever More Concentrated
Does this bode well for small-value stocks?
3 Areas Where Shareholder Resolutions Can Advocate for Systemic Change
A look at how shareholders pursued racial justice in the 2020 proxy season, and what we expect in 2021.
Trump's Labor Department Really Doesn't Want You to Have ESG Options in Your 401(k) Plan
Proposed rule is based on the premise that workers' retirement security could be compromised by investments that consider climate and other material ESG risks.
Introducing the Enhancements to Our 529 Plan Ratings
How we've modified our methodology for rating 529 plans.
7 Superior Foreign Stocks to Buy
These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index.
Portfolio Planning and Personal Finance With Christine Benz
7 Items Your Estate Plan May Have Left Out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Income Seekers: Handle These Investments With Care
Where should they look--and not look?
Should Retirees Adopt a Flexible Withdrawal Strategy?
Retirees should consider being flexible with their spending plan.
7 Questions for Assessing ESG Expertise
Asking these questions about sustainable strategies will get you a step ahead of most investors.
A Morningstar Medalist Offering Exposure to Emerging-Markets Bonds
This fund offers broad diversification and boasts a sizable cost advantage over its peers.
Why We've Downgraded This Popular Fund
Succession plans are on the horizon at T. Rowe Price Blue Chip Growth.
What a Biden Presidency Could Mean for Drug Pricing
Reforms are likely to be moderate, and we don't expect significant changes in 2020.
Is the Housing Market Starting to Rebuild?
We share the cautious optimism of America's homebuilders.
We Still Like These European Banks
Morningstar analyst Johann Scholtz looks at the outlook for European banks and why it may take longer than expected for the real impact of COVID-19 to be felt.
When Will Banks Bring Back Dividends?
U.K. banks are in better shape to weather a recession than in 2008, but don't expect them to start paying dividends again this year, warns Morningstar analyst Niklas Kammer.
Auto Demand Hits a Pothole
The damage won't be fixed overnight, but we don't believe it's structural.
Stock Analyst Updates
Long-Term Opportunity in Coca-Cola Despite Uncertainty
No one expected a stellar second quarter, but the beverage giant can overcome short-term weakness.
Microsoft's Forward-Looking Metrics Positive; Raise FVE
We remain impressed with Microsoft's ability to drive revenue and margins at this scale, and we believe there is more to come on both the revenue and margin fronts.
United Has Long Path to Recovery From COVID-19 Pandemic
We maintain United's no-moat rating and fair value estimate despite second-quarter performance.
Intel's Impressive Q2 Overshadowed by 7-Nanometer Delay
We are maintaining our $70 fair value estimate.
Performance Fees Were the Least of This Fund's Sins
Putnam Capital Spectrum was born to fail.
The Long View
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
The manager of T. Rowe Price's target-date series discusses the firm's more stock-heavy allocations, how target-date funds keep investors in their seats, and the puzzle of retirement decumulation.
Value vs. Growth: At Midyear 2020, Value Falls Further Behind
Energy stocks helped hold back value.
How Asset Managers Are Driving ESG Investing
Policymakers can take steps to help boost consumer confidence in these products.
The Pandemic, Social Security, and Medicare
Contributor Mark Miller discusses what the COVID-19 crisis might mean for these important retirement programs.
Will PEPs Address the Retirement Plan Woes of Small Employers?
As the debut of pooled employer plans draws near, the current MEP system provides a useful test case for what can go right--and wrong.