Morningstar Moments: Autocracy Investment Risks
Our experts fill us in on proxy season and group savings.
Our experts fill us in on proxy season and group savings.
What Is 'Regime Risk'?
When investors pick stocks and bonds in autocratic countries such as Russia, they may rely on valuations or the fundamental outlook of a company or country. However, as Tom Lauricella points out: “All that matters are the rules set by the person running the country.” He explores the risks of investing in autocracies.
Shareholder Springtime Challenges
Tis the proxy season! As most companies begin holding their annual meetings, shareholders have the opportunity to cast their votes on a variety of items, including nominees for the board, compensation of directors and executives, and shareholder proposals. Leslie Norton preps us for what we can expect this year.
A New Way to Save
Michael Thompson introduces us to a saving practice that isn’t as well known in the United States: group savings. How do you start? And with whom? Michael has the answers to your questions, along with a roundup of the pros and cons of this approach.
Stay in the loop with @MorningstarInc and our analysts:
Tom Lauricella, chief markets editor: @LauricellaTom
Leslie Norton, editorial director, sustainability: @leslienortonnyc
Samantha Lamas, behavioral researcher: @SamanthaLamas4
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.