In an era of onshoring and localization, revenue sources are still globalizing.
Structural shifts in markets make private assets hard to ignore.
Life lessons from Warren Buffett and Charlie Munger.
The value rotation has given new life to laggard equity-income strategies.
Morningstar Indexes through a geographic revenue lens.
Where the market’s largest stock lands can affect your returns.
Despite a subpar first quarter, the long-term case for ESG remains strong.
Morningstar indexes reveal the extent of U.S. technology dominance.
Dividend investors had a hard time in 2020, but Morningstar Indexes strategist Dan Lefkovitz think the outlook is brighter for the year ahead.
Equity income is well-positioned, both short- and long-term.
But this one could really end differently.
A raft of companies have cut their dividends this year, leaving income investors concerned. But Morningstar's Dan Lefkovitz says there are still plenty of options out there.
Morningstar indexes spotlight rising equity income streams.
Morningstar style indexes reveal market divergence and opportunity.
Investors should consider the interconnections between markets.
Checking in on stocks using Morningstar indexes.
Both have pros and cons, but in today's environment, this is no longer an either-or prospect for investors, who should instead consider total shareholder yield.
Benchmarks reveal the changing nature of the fixed-income market.
The value of fixed income depends on the vantage point.
How we found that the wider the moat, the less likely a dividend cut.
Morningstar research shows how the economic moat rating and distance to default ratio predict dividend sustainability.
Sustainability Atlas: Colombia, Taiwan, Hungary, and Turkey all scored well in our analysis of constituents in 46 country indexes.
Recent volatility provides a reminder for investors to carefully consider their asset allocation.
Index managers are increasingly engaging with corporations on environmental-, social-, and governance-related issues.
U.S. equity markets in the first half of 2017 have seen something of a return to 2015 market conditions with growth and larger stocks outpacing value and small ones.
In both local-currency and U.S.-dollar terms, most global markets had a good start to the year.
Last year's returns were in many ways a mirror image of 2015, writes Morningstar Indexes' Dan Lefkovitz.
Using Morningstar's indexes as platforms, we explore the cyclicality of emerging-markets stock returns over the past decade.
We explore the market’s reaction to the election through the lens of Morningstar Indexes.
Using Morningstar's key dividend indexes as platforms, we explore valuation of high-yielding versus high-quality dividend-payers.
A study reveals that new funds often "sizzle then fizzle."
Fidelity's most famous fund is hoping to recapture lost glory.
Fidelity's stock and bond funds have reversed roles.
How do Fidelity's CEO and his fellow fund board trustees invest?
My track record picking funds and forecasting markets.
Is your portfolio primed for growth?
We dig into the shop's first-quarter firmwide ownership information.
The scoop on a resurgent region.
The three planks of Fidelity's investment culture.
A cautionary tale about the shareholders of Atlas Global Growth.
A contrarian guide to No Transaction Fee funds.
Should Fidelity investors sell or hold their closed funds?
The fund's long-suffering investors should give the new skipper a chance.
The contrarian case for an offering poised to soar.
We discuss an intriguing subplot of the Wachovia-Golden West merger.
What you can learn from manager ownership information at a key mutual fund shop.