They won't excel in every down market, but the long-term investment case remains solid.
These areas stand to benefit from a global economic recovery.
Equity income is well-positioned, both short- and long-term.
Other U.S. small-cap indexes are worth considering.
Morningstar’s Global Risk Model reveals how the investment giant’s equity holdings stack up on 11 measures of risk.
Despite their complexity, buffer funds have generally performed according to plan.
Support may be rising but not for all firms.
Some funds’ fortunes shift as value revives and momentum fades.
But this one could really end differently.
How habits, fear, and sunk costs can reshape economic behavior.
There are good reasons behind the sector’s growing dominance, but it warrants some caution.
In a globalized world, many stock markets move in sync. Is that still true during the pandemic?
Those value funds you own that have annoyed you? Take a look now. Many are surging.
Morningstar’s Global Risk Model reveals how some of the app’s most popular stocks stack up on 11 different measures of equity-related risk.
Regardless of who wins, long-term investors should remain focused on the economic recovery.
Their exposure to smaller, value-oriented stocks brings different risks.
A surge in new coronavirus cases has sent stocks on a downward spiral.
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
Their yields might look tempting, but they come with a few drawbacks.
A flexible approach to international allocation sounds good in theory, but it doesn't always pay off in practice.
As Election Day nears and the coronavirus vaccine trials continue, headlines may lead to volatility, but we expect economic rebound to keep on.
The order in which returns unfold over time can either help or hurt.
The tech-focused index has hit record highs this year before a rough patch in September. How are its biggest companies valued after recent volatility?
U.S. stock funds leading the rebound share a common trait: Morningstar Risk ratings of High.
A more disciplined investment approach can help investors avoid bad outcomes.
A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
A more disciplined approach should lead to better results.
After adjusting our fair value estimates, both stocks still look rich.
The order of when things happen has implications for retirement savers, too.
The order of when things happen can be your friend or foe.
Morningstar indexes spotlight rising equity income streams.
The price of gold looks good this year, but the precious metal's longer-term track record is mixed.
Make sure to consider downside risk and volatility.
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.
This year's turbulent market was yet another reminder of the power of portfolio rebalancing for risk reduction.
Morningstar style indexes reveal market divergence and opportunity.
With bond yields near zero, traditional 60/40 allocations won't work as well as they did in the past.
Restaurants and bars account for most of the surprising increase in jobs; our thesis holds that the long-term trend in GDP will not be significantly altered by the coronavirus.
Market crashes dampen--but don’t eliminate--the long-term appeal of stocks.
The currency headwinds for unhedged equity exposure won't continue forever.
Easy returns have been made; the focus now turns to selecting specific undervalued stocks.
Investors should consider the interconnections between markets.
We look at the fiscal and monetary policies recently deployed amid the coronavirus pandemic to see what's working and what else needs to be done.
Near-term economic contraction is being overshadowed by positive news in the fight against COVID-19 and expected economic recovery in the second half of 2020.
Security selection and investment process helped these strategies navigate markets turmoil.
Investors' focus has shifted this week to earnings reports and economic metrics in order to decipher how quickly a recovery can evolve.
Oil prices languish while gold shines, but for long-term investors, we see value in energy companies over gold miners.
The managers at Oakmark have dug through the market's rubble. Here's what they bought.