Quarter-End Insights

The pros and cons of a strong U.S. dollar, headwinds facing the housing market, and more.

Our analysts and specialists put the third quarter for stocks, bonds, and funds into perspective—and look to the future.

Overblown supply chain fears may be spooking wary investors, even as Beyond Meat and Boston Beer look attractive.

Some funds saw a fourth consecutive quarter of losses.

And the new U.S. drug policy looks manageable.

More than 54% of the stocks are trading in either 5- or 4-star territory.

Travel volume remains resilient and Gap and Bath & Body Works among top retail picks

Decline comes despite growth in fundamentals

Schlumberger, ExxonMobil and Equitrans are top picks as the sector looks less attractively valued than others.

Despite macro headwinds, we remain optimistic about long-term trends for cloud computing and rising semiconductor demand.

Amid heavy pessimism in the sector, our top picks are Disney and Comcast.

Renewable energy continues to be a long-term boon for the sector.

The U.S. stock market has overcorrected.

Growth funds hold up better than their value counterparts, but year-to-date performance is still ugly.

Aerospace, defense, and waste management have led the Morningstar US Industrials Index’s outperformance.

Sector’s stocks are undervalued despite likely softening economy.

Selloffs across asset classes left investors with nowhere to hide last quarter.

Despite recent challenges, fundamentals still look strong and 70% of the sector is undervalued.

There's still plenty of pent-up demand for travel and leisure stocks; quick-service restaurants also look relatively attractive.

Renewable energy continues to be a long-term boon for the sector.

But charge-offs and declining fee revenue should offset any benefits of rising interest rates.

With investors favoring the sector to help ride out the market storm, only 35% of consumer defensive stocks we cover are undervalued.

Logistics and trucking shares should rebound through the rest of this year and next.

Our analysts and specialists put the second quarter in stocks, bonds, and funds into perspective—and look to the future.

Amid broad macro troubles, high-quality software stocks are trading with a nice margin of safety.

The defensive nature and the relative safety of healthcare stocks are supporting the sector's outperformance.

The increasingly negative sentiment around online advertising, and Meta in particular, remains unwarranted.

Market's decline leaves over half of the sector undervalued, trading at 4 or 5 stars.

Russia-Ukraine war likely to keep oil and gas prices high.

We're more bullish than consensus on long-term GDP and expect inflation to fall much faster, too.

We look at potential interest-rate hikes, soaring commodity prices, and investment opportunities.

Strong brands are in the best position to weather any challenges.

More than half of the stocks in the sector trade at 4 or 5 stars.

No 5-star stocks in the sector, which is mostly fairly valued.

U.S. airlines are also worth considering.

Credit services and asset management are undervalued.

We expect strong growth for wide-moat software companies.

Sector is pricey, but oil-services companies are trading at a discount.

Investors can find undervalued stocks in every subsegment.

Specialty chemicals producers a smart way to play the growth in electric vehicles and 5G technologies.

The sector is 11% overvalued, and no companies trade below fair value estimates.

Threat of U.S. policy changes fading.

Value and small-cap stocks are the most attractive.

We expect inflation to return to the Fed's target levels by 2023.

Our analysts and specialists put the first quarter in stocks and funds into perspective -- and look to the future.

Our quarterly markets review digs into inflation risks and the impact of the Great Resignation.

Our analysts and specialists put the year in stocks, funds, and portfolios into perspective.

The sector looks overpriced to us today, but there are a few bargains to be had.

The sector currently trades in line with our fair value estimates.

We remain bullish on the key secular trends in technology but think the sector overall is a little pricey.