Morningstar Moments: 5G Makes Its Debut
Here is the latest on stock and fund returns.
5G Stocks
https://twitter.com/LauricellaTom/status/1483939074750787590
The benefits of 5G technology go beyond your cellphone and Internet speed. The technology also contributes to major developments for the future. Are you trying to get your piece of the digital infrastructure pie while it's hot? Check out these names.
Lagging Funds
https://twitter.com/syouth1/status/1483786322649264128
History tends to repeat itself. In 2020, 18 funds gained 100% or more in their performance. Typically, this is followed by a year of struggle. As Jeff Ptak expected, that is exactly what happened. He documents this pattern and compares fund returns.
Return Forecast
https://twitter.com/christine_benz/status/1483097941380374535
Vanguard, BlackRock, and many other firms are anticipating U.S. equity returns to be much lower than the 16% annualized return that the S&P 500 reported over the past 10 years. On the other hand, firms are expecting value stocks to deliver better results and higher returns from non-U.S. stocks. Christine Benz sums up our predictions.
Stay in the loop with @MorningstarInc and our analysts:
Tom Lauricella, chief markets editor: @LauricellaTom
Jeff Ptak, chief ratings officer: @syouth1
Christine Benz, director of personal finance: @christine_benz
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.