Adam Fleck, CFA

More From Adam Fleck

5 Investing Rules I Break in My Portfolio

Don’t let perfect investing be the enemy of good.

Adam Fleck, CFA Dec 6, 2023

Timing the Market Doesn’t Work. We Did the Math.

Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.

Leslie P. Norton Dec 1, 2023

4 Stocks That Benefit From Interest-Free Sources of Capital

As interest rates remain high, companies with prepaid funds are particularly well positioned.

Adam Fleck, CFA Nov 29, 2023

What Does a Warmer Future Mean for Oil & Gas Stocks?

Ahead of the COP28 climate summit, here are three energy firms that look attractive if the world falls short of its carbon reduction goals.

Adam Fleck, CFA Nov 13, 2023

Higher Bond Yields and Interest Rates Are Here to Stay

Also, the sales outlook for blockbuster diabetes drug Mounjaro and the debate on whether unions are bad for investors.

Ivanna Hampton Nov 10, 2023

Staying Invested Beats Timing the Market—Here’s the Proof

A buy-and-hold approach won out in our head-to-head model.

Adam Fleck, CFA Nov 8, 2023

Are Labor Unions Bad for Business?

Making the case for General Motors stock despite near-term UAW challenges.

Adam Fleck, CFA Oct 25, 2023

Beware of the ESG Risks in These 8 AI Companies

A look at which companies are best positioned to navigate an AI-based future.

Adam Fleck, CFA Oct 11, 2023

4 Growth Stocks Trading at Reasonable Prices

Paying up for growth may be the best option in fully valued sectors, but moats still matter.

Adam Fleck, CFA Sep 27, 2023

2 Reasons to Choose Economic Moats Over Quality in ETFs

Eight undervalued wide-moat stocks that may be off ETFs’ radar.

Adam Fleck, CFA Sep 20, 2023

Measuring ESG Risk in 3 Undervalued Small-Cap and Emerging-Markets Stocks

The Morningstar Sustainalytics ESG Risk Smart Score is a first stop for hard-to-research companies.

Adam Fleck, CFA Sep 13, 2023

Is a Wide Moat Better Than a Well-Managed Company? Here’s What the Data Says.

A look at which wins out based on recent stock performance.

Adam Fleck, CFA Sep 6, 2023

5 Stocks for a Potential Debt Reckoning

These U.S. wide-moat companies may be best positioned to defend against continued inflation.

Adam Fleck, CFA Aug 23, 2023

How to Unearth Undervalued Stocks With This New Tool for ESG Investors

What you need to know about Morningstar Sustainalytics’ Low Carbon Transition Rating.

Adam Fleck, CFA Aug 16, 2023

2 Consumer Stocks That Could Echo Mattel’s Barbie Movie Success

Undervalued companies with economic moats, solid execution, and potential for digital brand extension.

Adam Fleck, CFA Aug 2, 2023

7 Undervalued Substitutes to Overvalued Stocks

Loaded up on Apple, Tesla, and other market darlings? Pruning may be prudent in a fairly valued market.

Adam Fleck, CFA Jul 26, 2023

3 To-Dos to Get the Most Out of Earnings Season

Companies’ reporting periods can be more than just noise.

Adam Fleck, CFA Jul 18, 2023

Stock Buybacks and ESG: How Long-Term Thinking Can Separate Good Companies From Bad

No, we don’t need to ban buybacks. The cautionary tale of Bed Bath & Beyond.

Adam Fleck, CFA Jul 12, 2023

Joel Tillinghast: The Art of Investing

The legendary Fidelity manager discusses his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities.

Christine Benz May 30, 2023

How to Invest in Nuclear Power’s Renaissance

The evolution of sustainable investing has led to a rethinking of nuclear energy.

Adam Fleck, CFA May 16, 2023

Aswath Damodaran’s Thoughts on Volatility, Valuation … and Even ESG

Key takeaways from a conversation with the NYU professor.

Adam Fleck, CFA May 4, 2023

Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability

Forestry REITs Rayonier, Weyerhauser meet sustainable goals and look attractive for long-term investors.

Adam Fleck, CFA Apr 14, 2023

8 Stocks for Impact-Minded ESG Investors

Yes, valuation and values can overlap; we see solid long-term opportunities in Glaxo, STMicro, and BorgWarner.

Adam Fleck, CFA Mar 14, 2023

11 Stocks to Examine Through a Sustainability Lens

Investors can use ESG information in many useful ways.

Adam Fleck, CFA Feb 16, 2023

10 Cheap Stocks With Wide Moats and Low ESG Risk

For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.

Adam Fleck, CFA Jan 17, 2023

Now, A New Risk for Your Portfolio: Water

Water risk should be considered with the same scrutiny as carbon emissions.

Kata Molnar Nov 9, 2022

Wanted: Low ESG Risk, High Sustainable Impact, and a Moat. We Have Three Companies.

We highlight a trio of promising climate-action stocks.

Adam Fleck, CFA Sep 9, 2022

What Sustainability Risks Are Woven Into Fast Fashion?

Certain low-cost apparel companies have low ESG risks and competitive advantages.

Adam Fleck, CFA Jul 20, 2022

Is the Future of Food Plant-Based? Beyond Meat Versus Tyson Foods

Beyond Meat faces ESG risk, but shares look attractive.

Adam Fleck, CFA Apr 11, 2022

Professor Damodaran’s Latest ESG Takedown Overlooks One Important Group of Investors

Valuation matters. So does understanding financially material ESG risks.

Adam Fleck, CFA Apr 1, 2022

More About Adam Fleck

Adam Fleck is director of research, ratings and ESG, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role, Fleck was director of equity research, ESG, where he led Morningstar's environmental, social, and governance equity research efforts, including collaboration with Sustainalytics, along with a team of analysts in Chicago and Amsterdam. Previously, he was Morningstar's regional director of equity research in Australia and New Zealand and director of North American consumer equity research. He joined Morningstar in 2006.

Fleck holds a bachelor's degree in business administration from the University of Notre Dame, where he graduated cum laude. He also holds the Chartered Financial Analyst® designation.