Weekly Wrap: Our Outlook on North American Stocks, the Biggest and Best Funds, and ARK Innovation ETF
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
|Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.|
Will the Treasury Rout Continue?
Quietly, high-quality bonds have taken a beating.
How the Biggest and Best Funds Fared After the Crash
A look at how some notable U.S. equity funds have navigated the market's style and size reversals over the past year.
Why Portfolio Diversification Still Works
Despite the recent rise in correlations across asset classes, it still makes sense to spread out your bets.
ARK Innovation’s Thematic Approach Is Ill-Prepared for a Major Twist
Personnel issues and lax risk controls loom large here.
Quarterly Market Outlook: North American Stocks Only a Little Overvalued
The broad equity market is trading at a 3% premium to our fair value estimates.
A Financial To-Do List for April
This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.
Portfolio Planning and Personal Finance With Christine Benz
How Much Should You Worry About Inflation in Retirement?
Calculating a customized inflation rate is better than using a blunt measure like CPI.
Charitable Giving Strategies
Ed Slott breaks down the acronyms and more.
Mutual Funds and Exchange-Traded Funds
Target-Date Blend Funds Getting More Popular
The unique attributes of target-date blend funds are making them increasingly popular among managers and investors.
2020's Big Market Moves Catch Most Active Funds Flat-Footed
The coronavirus sell-off and subsequent rebound proved tough to navigate, especially for actively managed U.S. stock funds.
Grande Growth for Starbucks
As restrictions ease, we expect a sharp jump in demand.
10 Undervalued Wide-Moat Stocks
Here's a peek at the cheapest constituents of the Morningstar Wide Moat Focus Index--as well as names that have been added and cut.
Stock Analyst Updates
ViacomCBS Shares Tumble Due to Equity Raise
We are maintaining our moat rating and fair value estimate for the media company after a tumultuous week.
Credit Suisse Hitting Every Pothole in the Road
This latest misstep reinforces our view that Credit Suisse's problems are not only legacy issues but that there is a deeper institutional problem that needs to be addressed.
BioNTech Reports Solid Fourth-Quarter Results
We intend to modestly raise our fair value estimate based on this near-term strength as its COVID-19 vaccine was the highlight of the quarter.
Biden's Infrastructure Plan Would Benefit Aggregates
The Biden administration released the initial details of its infrastructure plan, proposing $2 trillion in spending over eight years, including $621 billion for transportation infrastructure.
How Advisors Can Educate Themselves on the African-American Experience
A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.
The Long View Podcast
Paul Merriman: ‘This Is Not Just a Problem with Retail Amateur Investors’
The author and financial educator discusses his commitment to indexing, why he believes in small-value stocks, and the perils of performance-chasing.
Putting Infrastructure to Work in Your Portfolio
The pros and cons of infrastructure funds.
Don't Be Impressed by Your Stock Fund's 50% Return
These eye-popping results highlight a major quirk in shorter-term rolling returns.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.