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These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade
Micron and Western Digital were value stocks until the AI buildout. Morningstar’s Active Score reveals which growth managers had the leeway to scoop them up before their growth accelerated—and which didn’t.
The Risks That Could Derail the Stock Market Further
The biggest threat to stocks may not be valuations, but the macro forces shaping AI spending and market sentiment.
Why the US Treasury Is Battling the Bond Market and What Investors Can Do About It
Scott Bessent’s Treasury gambit is about more than interest rates.
Why Higher Bond Yields Can Be ‘a Great Thing’
The bond market selloff has rattled Wall Street, but falling bond prices mean more income for investors and a cushion against price declines.
The Surprising Stocks Beating the Market in 2026
Companies spending on dividends and buybacks are winning this year.
September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
Excluding just seven stocks from our valuation, the remaining market is trading at fair value.
These Funds Beat the Index By Going Full Tilt
Short-term changes in active fund success rates are noise, not signal.
A Novel Exit Strategy Emerges for Besieged Interval Funds
Going once, going twice, sold! The first interval fund auction is set to kick off on Aug. 28.
Why Bond Yields Are Rising—and Might Keep Heading Higher
Major bond markets are under pressure thanks to massive AI debt sales, fiscal woes, and inflation concerns.
Why This Growth Stock Manager Likes Both the AI Trade and Eli Lilly
Despite the cash burn at hyperscalers, the AI boom is only in its early stages, and the benefits are spreading, says Jennison’s Boyer.
The Fed’s New Philosophy Could Be a Recipe for Interest Rate Volatility
Kevin Warsh is chasing a historical mirage in his goal to untether the bond market from Fed communication.
Where the Stock Market May Be Heading Next and What to Buy Now
Morningstar’s chief market strategist and economist share their outlooks for the second half of 2026.
Private Markets Have a Diversification Problem. Can CFOs Help Investors Manage Risk?
Collateralized fund obligations may offer a more efficient way to reshape private market risk.
These 15 Funds Cost Investors Billions Over the Past Decade
The biggest wealth destroyers illustrate the dangers of volatile and speculative strategies.
10 Best Value Stocks to Buy for the Long Term
The stocks of these high-quality companies look cheap today.
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