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Investing Specialists

Weekly Wrap: What You Should Know About COP26, Fund Capital Gains Distributions, and Foreign Stocks

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.

Editor's Picks

What Banks' Climate Pledges Mean for Energy and Utility Stocks
Total capital controlled by financial firms committed to net-zero initiatives now equals amount needed for a net-zero overhaul, group says.

ETF Flows Keep Rolling in as Stocks Rebound in October
ETFs continued to drum up flows as investors kept an eye toward inflation last month.

Capital Gains Roundup: 2021 Edition
Strong performance and outflows generate some big taxable distributions.

40 Defensive Stocks on Sale
These quality names are trading at 4- and 5-star levels.

Are You Behind on Saving for Retirement?
There’s a path forward, no matter when you start your retirement-plan contributions.

Your November Financial To-Do List
While you're thinking about open enrollment, take some time to review your insurance coverage and tax situation.

Portfolio Planning and Personal Finance With Christine Benz
How to Conduct Your Own Portfolio Makeover
Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

Your November Financial To-Do List
While you're thinking about open enrollment, take some time to review your insurance coverage and tax situation.

Morningstar's 2020 Portfolio Makeover Week
Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

Mutual Funds and Exchange-Traded Funds
ETF Flows Keep Rolling in as Stocks Rebound in October
ETFs continued to drum up flows as investors kept an eye toward inflation last month.

Bond Funds That Are All Defense
Not all funds in the ultrashort bond Morningstar Category are created equal.

Big Risks for Big Yield
Investors should be cautious when expanding their search for income.

What the Best Index Funds Have in Common
When it comes to doing your homework on index funds, understanding index construction is indispensable.

Capital Gains Roundup: 2021 Edition
Strong performance and outflows generate some big taxable distributions.

Fund Capital Gains Distributions: What to Expect in 2021
A strong year suggests that a decent amount of capital gains will be paid out.

4 Ways to Improve Your Fund Returns
Free yourself from unnecessary complications.

The 3 Best 529 Plans
Offerings from Utah, Illinois, and Michigan earn top ratings.

Stocks
Investors Flock to Inflation Protection
Inflation-protected bonds are rallying as investors see price pressures sticking around.

Conagra Looks Appetizing
Its brands continue to perform well in a challenging environment.

Third-Quarter Market Insights in 8 Charts
Our market insights include expectations for rising inflation, the impact of Chinese regulation, and more.

40 Defensive Stocks on Sale
These quality names are trading at 4- and 5-star levels.

Is It Really a Bear Market for China Stocks?
The unusual structure of the Chinese market means the answer depends on where you’re investing.

6 Inflation-Tough Stocks
We think these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.

The 5 Pillars of Digital Transformation for Software Companies
How we expect spending at Zoom, Microsoft, Slack, and more to evolve in a post-COVID-19 world.

Rekenthaler Report
The Loser’s Curse
Buying the fund industry's winners sure beats the alternative.

How to Use Annuities During Retirement
When to consider annuities rather than bonds.

Investing When Everything Is Expensive
It's time to revisit the precept of core and explore.

Advisor Insights
How to Make Retirement Savings Last When Life Gets in the Way
What to consider when you're approaching retirement and haven't met savings goals.

10 Financial Do's and Don'ts for a Six-Figure Retirement
Patch any holes in your savings bucket.

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.

Sustainability Matters
As Climate Summit Begins, Analysts See Risks--and Opportunities--for Investors
Climate change is one of the thorniest challenges confronting investors, and one that will reshape the financial markets.

How Can You Invest in Climate Funds?
Uncover what climate solutions can fit into your portfolio.

Ahead of Climate Summit, Fund Managers Struggle With Portfolio Decarbonization
You and your fund have a critical role to play in helping reduce greenhouse gas emissions--once your fund manager figures it out.

COP26 Deforestation Pledge Will Empower Companies, Investors to Attack Supply Chain Emissions
Plan to save forests aims to end deforestation by 2030, slowing global warming.

How to Wield Two Tools in ESG Investing
Using divestment and engagement effectively.

COP26 and the Climate Finance Bubble
Targeted private capital will play a critical role in ensuring nations meet the Paris Agreement’s emission reduction targets.

What Banks' Climate Pledges Mean for Energy and Utility Stocks
Total capital controlled by financial firms committed to net-zero initiatives now equals amount needed for a net-zero overhaul, group says.

Climate Summit Gets 'Positive' Grade So Far, Sustainalytics Founder Says, Notwithstanding Worries About Broken Promises
Finance industry's net-zero aims are 'aspirational,' not greenwashing, Jantzi says.

The Short Answer
What You Need to Know About Capital Gains Distributions
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

Are We Taking the Wrong Approach to Financial Education?
The findings are mixed, but there are ways to improve the effectiveness of financial literacy programs.

Commentary
Key Steps to Take Before Retirement
Fritz Gilbert, a successful early retiree, shares how he set an in-retirement budget and withdrawal rate.

What's a 'Metaverse' Anyway?
Is it likely to become a reality soon, and should you invest?

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