Long-term statistics suggest the housing market will improve, but credit conditions, inventories, and affordability are holding back real estate, says Morningstar's Bob Johnson.
The Gold-rated fund's strong research team and patient, flexible approach with the portfolio are some of the secrets to its success, says Morningstar's Sarah Bush.
This Gold-rated fund's track record is backed by the fund shop's deep pool of research and managers' willingness to stick with a stock during market ups and downs, says Morningstar's Laura Lallos.
The Gold-rated bond fund's patience with contrarian ideas and its valuation-intensive approach helped it deliver above-average returns while its peers struggled last year, says Morningstar's Sarah Bush.
Economic data for last month didn't provide the full spring forward many hoped for and the economy seems to be stuck in its 2%-2.5% GDP growth rut, says Morningstar’s Bob Johnson.
Google’s return on capital for projects are likely to be lower than in the past, but the firm remains a solid core holding, says Morningstar's Rick Summer.
Core intermediate-term bond funds gained assets for the first time in nearly a year despite headwinds from withdrawals from PIMCO’s flagship fund.
Internet stocks have been underperforming the market so far this year, but given that valuations in the space remain elevated, there are still few bargains, says Morningstar's Norm Young.
Aside from the monthly BLS data, other reports paint a more upbeat picture of the labor market, but we likely won't see near-term changes to current job growth, says Morningstar's Bob Johnson.
Roundtable report: Morningstar strategists offer up their best ideas for a fully valued, low-yield market with few attractive choices.
March’s jobs report is another sign that weather-related headwinds have diminished and that the fundamentals of the job market are looking up, says Morningstar’s Francisco Torralba.
Although the makeup of Berkshire's C-suite post-Buffett remains in question, the current names in place should enable a smooth transition and keep the firm profitable, says Morningstar's Gregg Warren.
The stock market may have ended up near where it started, but the first quarter was far from placid.
Taking all of the plusses and minuses together, PIMCO Total Return remains a Gold-rated fund resting on a very strong foundation, says Morningstar's Eric Jacobson.
Recent data suggest more worrisome conditions for the Chinese economy, and investors shouldn't count on the country for near-term growth, says Morningstar's Bob Johnson.
Recent allegations have turned up the noise around PIMCO, but a bigger concern is whether the fund shop's new deputy CIOs can stand up to Bill Gross when needed, says Morningstar's Eric Jacobson.
Apple had a solid holiday, but disappointing guidance underscores the challenges in its quest to expand its user base, says Morningstar’s Brian Colello.
Roundtable Report: At the outset of 2014, Morningstar strategists dig into the market's current valuation and expected return, seek out high-quality U.S. and foreign stock opportunities, size up the role of cash today, assess the Fed's impact on the market, and reveal the best ways to fight inflation.
Seemingly nothing could derail the bull market in 2013.
Consumption-led industries will drive Chinese growth for the next decade, and health-care spending, in particular, should outpace China's overall economy, says Morningstar's Dan Rohr.
As online purchasing becomes the norm among consumers, many retailers are increasing promotional activity and engaging in price wars to drive store traffic, says Morningstar's R.J. Hottovy.
Equity valuations are becoming further stretched, but there is still a case for holding high-quality companies for the long term.
Along with dividend yield, payout ratio is one of the most significant statistics in evaluating a dividend-paying stock, says DividendInvestor editor Josh Peters.
Netflix should keep its subscriber momentum going, but content providers remain in the driver's seat for the long term, says Morningstar's Michael Corty.
In a possibly frothy market, investors looking to ride an IPO need to be very cautious and focus on the fundamentals, says Morningstar's Jim Krapfel.
New hit products could provide some upside for Apple but aren’t needed to support the current valuation, says Morningstar’s Brian Colello.
After setbacks in the Affordable Care Act's rollout are resolved, we think one 4-star managed care firm is particularly well-positioned to take advantage of the public exchanges over the longer term, says Morningstar's Vishnu Lekraj.
Improved efficiencies, brand pricing power, and sufficient capital levels are some of the reasons behind these equity groups' higher moat ratings.
International opportunities, income, and M&A activity were on investors' minds in September.
It's all aboard for CSX, among others, in the index's quarterly rebalancing.
Panelists at the Morningstar 2013 ETF Invest Conference addressed trending topics of high-yield duration, bank-loan vehicles, near-term credit and interest-rate risk, and the tendency for bond ETFs to smooth volatility.
Fiscal uncertainty, a new Fed chair, and the upcoming taper are likely to introduce more volatility in equity and fixed-income markets, says BlackRock's Heidi Richardson.
Twitter has built a highly unique and proprietary content-distribution platform, but the initial public valuation is likely to be quite rich, says Morningstar's Rick Summer.
Emerging-markets exposure, actively managed portfolios, and the search for income, particularly with bank-loan funds, all will be hot topics at this year's conference, Oct. 2-4 in Chicago, says Morningstar's Ben Johnson.
All eyes were on the Fed during the quarter as stocks continued to rally.
A brief government shutdown won't have much of an impact on long term valuations and could create some buying opportunities, says Morningstar's Matt Coffina.
StockInvestor editor Matt Coffina tracks the trends and valuations in the durable goods, discretionary, and tech sectors, as well as the impact of higher rates.
Since the taper talks began, conditions have improved for dividend investors, who can now buy quality names without being vulnerable to long-term interest-rate spikes, says DividendInvestor editor Josh Peters.
Morningstar's Dave Sekera describes the market breakdown after Lehman, the state of the bond market now, and investors' heightened attention to systemic risk today.
Having interest-rate risk in your portfolio's stock sleeve is an intelligent move, but investors should also be willing to sacrifice returns than seek additional risks, says DividendInvestor editor Josh Peters.
It's not just bonds that feel the impact of an interest-rate increase, but the effects on stocks historically haven't been the same, says StockInvestor editor Matt Coffina.
Ahead of the Morningstar ETF Invest conference, Morningstar's Ben Johnson and Andy Gogerty discuss how ETFs have evolved past plain-vanilla passive investments during the last few years.
With vast differences in funding levels across states, muni investors need to carefully consider the impact of pension obligations when assessing muni-credit worthiness, says Morningstar's Rachel Barkley.
Verizon's wireless buyout could shake up things for Vodafone shareholders, but the telecom industry is positioned to remain profitable and have good dividend yields, says DividendInvestor editor Josh Peters.
After the Lehman bankruptcy, swift, decisive action by U.S. officials managed to stabilize banks in relatively short order and dramatically reduced (but not eliminated) the chances of another crisis.
The Fed's taper dominated the headlines in August, but investors were looking for undervalued stocks, yield, and international opportunities.
With short-term rates remaining low, we don't anticipate an immediate impact on the cost of leverage financing for most CEFs.
As China seeks to rebalance to a consumer-led economy, several Internet firms in the country are poised to gain from higher advertising spending, says Morningstar's Dan Su.
The investment-led economic model has run so long in China that transitioning to a consumption model could be very risky to the current system, says Morningstar's Dan Rohr.
It's unlikely we'll see the 6.5% long-run real returns of the past decades, but 4.0%-5.5% returns going forward shouldn't disappoint investors, says StockInvestor editor Matt Coffina.