To help you stay up-to-date on what your peers are reading, we’ve
compiled a roundup of the top five investment themes that advisors
have been reading about in Research Portal within Morningstar Cloud.
5 investment themes that financial advisors were thinking
about last quarter:
A trade war and rising rates weren’t enough to derail the
bull market in the third quarter (although October was a different
story). A look at third-quarter stock markets through the
unique lens of the Morningstar Global Market Barometer shows how the
U.S. and Japan paced the gains, but other major markets in Europe,
along with China, struggled. At the same time, the Morningstar Style
BoxTM highlighted the big gains posted by growth stocks.
Index strategist Dan Lefkovitz recaps the quarter in a report
available exclusively in Research Portal. Sign in to get access or take a free trial.
Do you know a fund company’s average fund rating?
The Morningstar Quantitative RatingTM for
funds was first introduced last June. Since then, our
quantitative research team has been putting this rating to work in
new ways. One takeaway: By combining our fundamental analyst-driven
fund rating with the Quantitative Rating, it’s possible to create an
average fund rating for a money manager and track whether the firm’s
fortunes are improving or declining. Read our analysis of how the rating has performed
in its first year.
Some active bond funds are bucking the active/passive
trend . While many investors seem to have
written off actively managed funds as unlikely to beat their
benchmarks, the managers of intermediate bond funds are proving the
naysayers wrong. Morningstar’s Active/Passive Barometer can
help advisors assess where they stand the best chance of finding
managers that outperform by comparing performance against comparable
passive strategies (as opposed to an index in which clients can’t
invest). Read highlights from the most recent report,
including the good news for some active bond funds.
Give your client presentations more heft…
High-quality, client-ready presentations on investing and
market trends are at your fingertips in the Morningstar
Presentations Publication library in Morningstar Cloud. These
FINRA-approved presentations include topics such as retirement
investing, investing in a rising rate environment, and the popular
chart book which tracks stocks, bonds, bills and inflation over the
last nine decades.
… with even more charts. The quarterly Markets Observer is an in-depth chart book for
global financial markets, mutual fund performance, asset flows and
industry trends, as well as economic indicators. It offers nearly 50
pages of charts and tables. And for advisors, Morningstar provides a
client-ready version that’s FINRA-approved. The second-quarter Observer highlighted gains in
tech stocks, stretched valuations across investment classes and a
shifting yield curve.
The Research Portal makes it easy to access
Morningstar’s research and commentary from our expert teams of
manager, stock, and credit analysts. Get a free trial of Morningstar Cloud to
access more of the latest investment themes. All articles are
available to current Morningstar Cloud subscribers