Weekly Wrap: What to Expect From the Democratic Sweep, Blacklisted Chinese Stocks, and 2021

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks Morningstar's Take on the Fourth Quarter Our analysis of the fourth quarter in stocks and funds. Your 2021 Financial To-Do List As the new year dawns, here's your plan to get financially fit, one job at a time. Did ESG Pay Off for Fund Investors Last Year? Yes and No. Funds courting less ESG risk topped their indexes more often than funds courting more ESG risk in a topsy-turvy 2020. Contrarian Tilts for Your Portfolio These areas stand to benefit from a global economic recovery. Democrats Sweep in Georgia to Win Senate Control--Now What? Corporate business taxes set to rise, but not up to 2016 levels. Blacklisted Chinese Stocks Not a Burning Issue for U.S.-Based Stock Funds, Yet Few have big stakes in three telecom firms targeted for delisting, but more widely owned stocks are in U.S. government crosshairs.

Portfolio Planning and Personal Finance With Christine Benz What's App-ening: Investing From Your Phone What are the rewards and risks of using this technology? Are Tax Changes Coming in 2021? And what can investors do to prepare? What Retirees Should Have on Their Radar for 2021 Keeping an eye on RMDs, withdrawal rates, and more. Your 2021 Tax Fact Sheet and Calendar Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year. Rethinking Your Financial Goals After 2020's Wallop What to do now and down the road.

Mutual Funds and Exchange-Traded Funds 2020: The Year in ETFs We've reached a tipping point in the balance between mutual funds and ETFs. 3 Easy Ways to Simplify Your Portfolio in 2021 Here are some simple investing strategies for those resolving to streamline their portfolios in the new year. 2020: The Year in Funds Growth funds dominate, investors embrace bonds, and a terrific manager struggles. The Year in Bond Funds 2020 Bond markets overcome a turbulent year. 2020 Was a Record Year for ETF Records Record flows, launches, and closures were among the major milestones. High Burnout Rate for Thematic Funds These trend followers don't make great investments. SEC Proposes an Overhaul of Fund Disclosures This is a great opportunity to empower investors, but Morningstar recommends doing more. A Strong Choice Among Small-Growth Funds Baron Discovery represents a new chapter in a good story.

Stocks BNY Mellon Banks on Scale and Diversification We see pockets of growth for the world's largest custodian. How to Value Berkshire Hathaway We believe our discounted cash flow approach best captures the company's complexity. Quarterly Market Outlook: Opportunities in Value and Energy Stocks The broad equity market is trading at a 6% premium to our fair value estimates. Energy Remains the Most Undervalued Sector We expect a nearly complete recovery in crude demand as the pandemic subsides in 2021. In Healthcare, Drugmakers and Managed-Care Firms Look Attractive We don't expect major policy reforms now that the dust has settled on the elections. Economic Outlook: We Remain Optimistic for a Rapid Recovery A lot is riding on the coronavirus vaccine. We Expect Malls and Hotels to Rebound We believe most REITs will continue to pay dividends, making their increased yields attractive to investors.

33 Undervalued Stocks for 2021 Here are our analysts' top ideas in each sector for the new year. 3 Undervalued Tech Stocks Look beyond the tech giants for hidden opportunities. Are Music Streaming Companies a Big Hit With Investors? Music streaming companies have seen stellar growth in user numbers. We ask Morningstar equity analyst Neil Macker if the trend can continue. How Has the Consumer Equity Sector Handled the Pandemic? And one stock we like. What a Democratic Sweep Means for Healthcare We think the insurers could be most influenced by potential reforms. The Tech Sector Soars in 2020 But there are still a few bargains to be had.

Stock Analyst Updates Pickups, SUVs Give GM's U.S. Sales a Nice Mix Tailwind We expect robust year-over-year growth in 2021 against a soft comparable followed by more tepid growth in 2022. CEO Transition Won't Affect Qualcomm's 5G Leadership Our fair value estimate for narrow-moat Qualcomm remains $124 per share. Cannabis Stocks Rally from Senate Results Despite the rally, actual economic exposure differs widely. Rekenthaler Report Do Fund Companies Have a Duty to Pass Along Economies of Scale? Yes in theory, no in practice. Today's Markets Are in Uncharted Territory Investing when interest rates (and bond yields) are no more.

Advisor Insights Financial Services Conferences Have a Diversity Problem From speakers to sponsors and more, here's what you can do about it. Strategies to Guide Indecisive Clients How to use decision-making aids in financial advising. The Long View Podcast Liz Ann Sonders: 'We Could See Some Inflation Scares' Schwab's chief investment strategist discusses the impact of the pandemic in 2020 and what the new year will bring for the market and the economy. Commentary What Delisting Chinese Stocks from NYSE Means for Passive Funds Though the situation is still fluid, recent developments have clarified the implications for investors.

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