Inflation holds the key, but over time, the approach still looks sound.
Wide moats plus low valuations have been a winning combination.
Fed seen halting rate increases at the March meeting.
Jobs data reassures investors; declining natural gas prices hits energy stocks.
Fed seen able to further slow rate increases in February.
We look back at a brutal year in stocks, bonds, and crypto.
Having been out of favor for more than a decade, value stocks have caught back up with growth.
Goods prices slide into deflation, but services show continued upward pressure.
Valuations on small caps are at their lowest in decades, and a recession looks priced in.
Strong wage growth, payrolls may not bode well for the fight against inflation.
In a down week for the market, Taylor Swift hits Live Nation stock, FTX ripples swamp Coinbase.
Recession-resistant stocks include undervalued names like Moderna and CRISPR.
Cash-generating stocks including healthcare and financials, rather than Big Tech, could be the favorites when the bear market ends.
Fed still seen continuing to raise rates, but at a slower pace and stopping sooner.
Morningstar Investment Management’s Marta Norton lays out the changing calculus for investing across the markets.
Software stocks slump as investors wrestle with Fed outlook.
Moderate wage growth a good sign for inflation, but CPI reports will determine the Fed’s path.
‘Autocracy risk’ takes its toll on China’s stock market, down more than 50% since February 2021.
After mixed big technology earnings, focus turns to healthcare and energy Q3 results.
Thanks to rising bond yields, the era of `There Is No Alternative’ besides stocks for income is finally over.
The jury is out on whether rising bond yields could turn the tides back in favor of the popular diversification strategy.
Despite hot inflation for September, the case for cooling in 2023 remains strong.
A gradual softening of the labor market and slowing wage growth provides room for inflation to cool off.
Growth stocks were down in the quarter yet still managed to outperform value stocks.
Bonds again offer no safe harbor as stocks make a round trip in the bear market.
Why investors should be focusing on stock volatility instead of style.
While inflation should slow in 2023, the Fed is seen as staying on an aggressive path in the coming months.
Rise in labor force participation and slowdown in wage growth bodes well for inflation and the economy.
Easily overlooked stocks like Bath & Body Works and Paramount have strong fundamentals and room to run.
Quality stocks including Microsoft and Amazon have outperformed since the market low in June, but they're still undervalued.
Growth stocks including MercadoLibre and Salesforce are available at a steep discount and look poised for long-term outperformance.
Dividend-paying REITs have been knocked back by recession fears, but stocks including Simon Property Group, Welltower are looking cheap.
Easing supply chain pressures, falling energy prices should put continued downward pressure on inflation.
Surge in hiring confirms the economy isn’t in recession, but the Fed will be focused on inflation
Inflation and the Fed could determine how long this change in stock market leadership lasts.
For the last two decades, bonds and stocks usually haven't moved in the same direction. That's not the case this year.
While inflation hit a 41-year high in June, falling food and energy costs should ease the pain in July.
Healthcare stocks help offset the impact of tech stock declines and energy stock strength.
Wages provide reassuring news on inflation, but Fed still on track for more tightening.
For just the second time in 40 years, bonds and stocks both posted losses for two consecutive quarters.
In the second quarter, value outperformed by the widest margin since the dot.com bubble collapse as growth stocks suffered their worst losses since 2008.
Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term profits.
High income plus high quality has made for a down-market cushion with these exchange-traded funds.
Factors driving high food and energy costs should ease, but timing remains uncertain.
Don’t bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.
Taiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.
It looks like the economy is shifting to a steadier, healthier pace of growth.
Even as investors chase income, these high-quality dividend payers look attractive.
Mosaic and ADM are among those with solid gains in 2022, but valuations are rich.
It may not feel good, but it’s actually a healthy selloff.