Tom Lauricella

A Q&A with Adasina Social Capital and Activest on muni bonds as the intersection of finance and policy.

What to make of the April to June period.

ESG strategies lose less money than non-ESG funds during market declines.

Here's a list of all the hits.

What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.

Clients can be reminded where the market has been, not get caught up in the market headlines, and stay focused on their goals.

CEO Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?

Most index-fund owners won't notice a difference.

In the final part of our special report on value investing, we examine the common themes linking the top value funds during the past several years.

In part two of our three-part special report on value investing, our analysts share insights gleaned from fund manager interviews.

In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.

This month, Morningstar introduced a quarterly look at flows by fund cost.

We're keeping an eye on interest rates and earnings from Apple and GE.

We're watching for the June employment report, ISM manufacturing index, and more during the shortened week.

Falling yields, credit quality, and asset mix are just a few things to think about.

In part seven, we examine the current environment.

This series of articles will tackle the basics of bond investing.

In part eight of the report, we conclude with a look at positioning for market swings.

This series of articles will tackle the basics of bond investing.

This series of articles will tackle the basics of bond investing.

This series of articles will tackle the basics of bond investing.

This series of articles will tackle the basics of bond investing.

This series of articles will tackle the basics of bond investing.

The focus in the financial markets will be on the U.S. economy and the growing trade tensions.

Putting the new categories to work.

A visual take on the term.

We take a look at the downward trend in fees at several Vanguard funds against competitors.

Pax makes a case that gender diversity improves investment returns.

Low-volatility and dividend strategies have been relative safe havens as stocks have taken a dive in October.

Advisors find that sustainable investing is good for business.

The hardest hit parts of the market were the corners that had been leading the charge higher.

Most fund categories enjoyed gains in 2017, but it was another tough year for many active managers.

Using Morningstar Direct data, we examine the main trends in strategic-beta flows.

Domini Impact International Equity has met both needs.

Munis slide in November; U.S. stock funds post big gains.

For the first time since the financial crisis, Morningstar Direct editor Tom Lauricella sees a shift in investor sentiment back toward greed from fear.

We take a look at where fund investors put their money during the first three quarters of the year.

We look at the organic growth rate trends of funds and fund companies.

Author Michael Lewis links behavioral economics and decision-making psychology as a driver of the financial market structure.

A trend toward stock funds over bond funds late in the year did little to help the overall fortunes of active managers.

The ripples of investors reassessing U.S. government policy could be seen clearly among exchange-traded funds.

Underpinned by low fees, this new offering is designed to beat the Barclays index and be the centerpiece of portfolios.

This J.P. Morgan fund takes a different approach to asset allocation than its plain-vanilla counterparts.

Pairs-trade strategies can be tricky, but this American Century fund has provided a smooth ride.

In a bid to broaden its lineup, Alger is betting that new manager Amy Zhang can replicate her past success running a Gold-rated focused fund.