Long-standing models of how we live, work, and retire need to evolve, says Laura Carstensen.
Firms must adapt to secular and cyclical headwinds.
Their focus on valuation is something investors have grown to count on.
'I view every day as a workout: If I haven’t put in the effort to feel a bit uncomfortable, I probably haven’t succeeded in learning more that day.'
Cost and performance parity will drive consumer interest.
'For women to be represented and have visibility in this industry is a success.'
Amid disruption, two Oakmark and Morgan Stanley leaders keep an eye on company fundamentals.
'We have a lot of conviction in what we do,' says Ryan Batchelor of Clifford Capital Partners.
Interest rates will be one of the biggest drivers and the biggest question that investors need to think about when they’re considering investing.
The former congressman remains an outspoken advocate.
The semiconductor space is a constant battle against commoditization.
The chief investment officer manages risk with diversification and due diligence.
Brown Capital Management is proving its mettle in the international space.
Samantha Palm is backed by a venerable name in sustainable equity investing.
"Digitization is creating opportunities throughout the sector, which makes this one of the most exciting times for growth investors."
Morningstar has combed its databases and analyzed the numbers. Here's where women stand in the industry today.
As the real estate cycle nears its end, long-term opportunities remain.
Innovation and M&A may drive these firms' fortunes.
Morningstar experts discuss patient benefits, costs, and planning for healthcare amid accelerating technology.
Emmanuel Roman asserts his firm's fixed-income edge at the Morningstar Investment Conference.
Morningstar’s Seth Goldstein on what’s driving adoption worldwide and which companies stand to benefit.
At Aristotle, the emphasis is on long-term ownership.
Ariel's Rupal Bhansali on the rewards of reining in risk.
Boutique buys businesses run by managers who have skin in the game.
Vanguard’s Gemma Wright-Casparius on TIPS and travel.
Most utilities stocks are still fairly valued, but the market is not recognizing the value of several firms facing headwinds.
Two top stock-pickers shared their strategies for success.
Up-and-coming markets are coming into their own.
Backed by Baird, Chautauqua sticks to what it does best.
Baron’s Cliff Greenberg on small-cap growth investing and a Grateful Dead cover band.
Apparel companies brace for competition.
Industrial distributors stand up to digital competition.
Anne Lester of J.P. Morgan on meeting goals in a muted market.
With increased competition from all corners, consumer defensive companies are cutting costs to offset sluggish growth.
Fidelity Growth Strategies keeps the risks of mid-cap growth investing in check.
There's no maverick manager making heroic bets against a benchmark at Tributary Small Company Fund--just careful work from an experienced team in Omaha.
The winners have emerged in the cloud market.
Perritt's Michael Corbett on micro-cap inefficiencies and opportunities.
Key players in the pharmaceuticals sector are fortifying their moats with emerging immuno-oncology drugs.
These funds offer thoughtful investments in healthcare, not tactical plays.
Dodge & Cox Global Stock and Oakmark Global earn high marks thanks to experienced management, distinctive strategies, and fine long-term performance.
This Gold-rated fund is not a safe choice, but it's a strong one for the right kind of investor.
Many right answers but different investor experiences along the way with a variety of stock/bond asset allocations.
For most funds, a recent upsurge in volatility probably doesn't signal a dramatic departure from established strategies. In some cases, however, there may have been a change for the worse.
Wasatch Core Growth has been upgraded to a Morningstar Analyst Rating of Gold.
The initial data suggests yes, though it's too early to draw hard conclusions.
Manager changes prompt downgrades at two T. Rowe Price funds.
The firm continues to earn advisors' confidence, and strong inflows in 2015 keep it among the 10 largest U.S. fund companies.
These funds have lost less in downturns than the S&P 500.
While Wasatch Core Growth and Conestoga Small Cap both offer downside protection, investors should be aware of their very different sector exposures.