Our team has created a digital tool that brings financial therapy to the general public.
Taxable-bond funds bounced back, but one fund family took a large hit in outflows.
Standard risk assumptions don’t fully account for the market’s extreme events.
Make decisions methodological, instead of attention- and emotion-driven.
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.
During times of market volatility, investing behavior can be affected by stress and anxiety.
We dig deep into five categories.
Earnings season is beginning to slow, but we're watching for results on how the pandemic is affecting these names.
How memories of market crashes could be clouding your judgment now.
We are also on the lookout for reports from Southwest, Microsoft, and Exxon Mobil.
What can we learn from the jumps?
We break down why investors should care about pursuing climate action in their portfolios.
Even amidst a world rattled by the coronavirus, climate change remains the most significant global threat to humans and the financial system.
We also have our eye on earnings reports from Tesla, Starbucks, and Netflix, along with names in the financial-services and technology sectors.
In our podcast, Allianz’s chief economic advisor discusses the effects of financial contagion, a bond market breakdown, and the coronavirus’ impact on global supply chain.
We answer common questions related to the impact of the coronavirus and your investments.
The coronavirus pandemic shook the markets in March, and bond-fund flows cooled off dramatically after a hot streak.
We're also watching for reports from JPMorgan, Bank of America, and other big financial-services names.
U.S. markets soar higher following Federal Reserve’s initiatives to further expand its lending programs.
Here's a list of all the hits.
What can we do during times of market volatility to calm our behavioral immune systems and focus on long-term financial goals?
How this move to promote economic stability may affect your portfolio.
Allianz's chief economic advisor discusses policy responses to the coronavirus and what investors can do.
Stimulus bill includes provision that suspends required minimum distributions for retirement accounts.
Checking in on stocks using Morningstar indexes.
As the sell-off deepened and officially entered a bear market, the complexion of the decline shifted.
As investors themselves, they’re looking for opportunities in a bear market.
We still think they are a uniquely confusing and unsuitable investment for most investors.
Investors left U.S. equity funds last month and turned to bond and money market funds instead.
How did coronavirus affect recent flows?
What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.
We don’t just owe it to ourselves to stay calm as we weather the storm. We owe it to one another.
Hefty cash positions helped some value managers protect against the downdraft.
The market turmoil has some funds seeing big moves in category ranks.
These three saving rules can help you stay on track with your financial plan.
Or, how I learned to stop worrying and love the ride.
We don't see connections between portfolio characteristics and returns when looking through the lens of our Factor Profile data.
Morningstar has combed its databases and analyzed the numbers. Here's where women stand in the industry today.
In 2000, women represented 8.7% of executive officer roles for companies in the Morningstar US Market Index. This figure rose to 12.8% in 2010 and 15.8% in 2018.
But large fund companies often block their path.
Strategists from Vanguard, BlackRock, Schwab, and other firms weigh in.
A financial transaction tax would impact investors in a couple of ways as the market reacts to the tax.
Style, size, and momentum were the primary factors behind these funds' returns for the past three calendar years.
Here's how to correctly use this iconic measure.
Investors continued to flock to fixed-income funds last month.
Does Vanguard’s recent private-equity announcement bolster the argument for alts?
Big names in energy to report, and trade and production data will be released on Friday.
And what we're doing with our portfolios: Morningstar Investment Management.
Big names in pharma and biotech also report earnings, and labor data to come on Friday.
Morningstar's director of policy research offers some reflections on the state of affairs.