With parts of Dodd-Frank rolled back, some banks should be able to boost their earnings. Will their stock prices follow?
Managers from Dodge & Cox, Diamond Hill and Oakmark bought drug manufacturers, chipmakers, and Facebook, among others, last quarter.
The Trump administration's delayed infrastructure plan aside, there's plenty to like about this sector today.
Innovation and demand dynamics should bolster the sector long-term -- and there are bargains to be had.
With bond yields rising, some wonder if the era of ultralow rates is coming to an end--and what that means for stocks.
Managers from Oakmark, American Century and Diamond Hill picked up airlines, health-care companies, and an industrial distributor in the fourth quarter.
M&A activity is heating up in sector. Here's where investors can find opportunity.
For the first time since the recession, all OECD-tracked countries are growing at the same time. And that presents opportunities.
Modest gains, higher volatility, and the potential for a market shock could all be in store for the coming year.
The gaming industry is healthier than ever--and growth is expected to continue.
Managers from Aberdeen, Matthews, and Oakmark have bought shares of Chinese Internet companies, a global ad agency, and a cable giant.
While there are few pure-play options and valuations are high, experts say it’s wise to pick your spots now.
Managers from American Century, ClearBridge, and Blackrock have picked up energy stocks, IT plays, and an underappreciated retailer.
Managers from BBH, Dodge & Cox, and Oakmark picked up a grocer, healthcare companies, and--somewhat surprisingly--Netflix last quarter.
As the debate over tax reform heats up, some firms (including Morningstar) are incorporating a lower tax rate into their pricing assumptions.
Medalist managers from Blackrock, JPMorgan, and T. Rowe Price have scooped up shares of Mattel, General Electric, and UPS.
These medalist managers from Artisan, Dodge & Cox, and Vontobel picked up Internet giants, depressed energy stocks, and a European telecom last quarter.
If you think the opportunities to invest in cloud computing have come and gone, think again.
Here's where Gold-rated investors from Diamond Hill, Dodge & Cox, and Oakmark have found opportunity.
With its Whole Foods purchase, the online retailer is taking aim at grocers. Here’s who can fight the best fight.
While asset managers have enjoyed strong returns of late, fees and regulations have put future gains in doubt.
Medalist managers picked up Cognizant, Johnson & Johnson, and Antero Resources during the first quarter of 2017.
Morningstar U.K. Senior Editor Emma Wall spoke to three experts about how a hung parliament will affect stock markets and the economy.
The online travel industry is growing--and its stocks are undervalued.
They can be illiquid and higher risk, but they can provide diversification and additional growth opportunities, too.
There’s more to the auto industry than Tesla.
Today's telecom industry is more diverse--and more uncertain--than ever before.
European and emerging-markets stocks have sprung back to life as investors shift away from overpriced U.S. equities--but will it last?
A snap U.K. general election in June adds another layer of uncertainty in Europe this year and could lead to market volatility.
According to many money managers and analysts, Mexican stocks are overpriced, but there are several names worth putting on a watch list.
Weak demand and oversupply of industrial metals will likely hamper the sector.
With a strong history, railroads are likely to remain a constant presence well into the future.
With a review of Dodd-Frank and interest rates set to rise further, it may be time to put bank stocks back on your radar.
Morningstar medalist managers picked up these names during the fourth quarter of 2016.
Value stocks trounced their growth counterparts in 2016, but they may not be able to maintain their edge this year.
A year after China woes dominated the headlines, ongoing tensions remain between heady growth and economic reform.
Many question whether beaten-down retailers like Macy's and Kohl's can overcome the e-commerce threat.
Berkshire Hathaway's big investment in the large domestic carriers has revived interest in these volatile stocks.
2017 will bring its fair share of challenges to this relatively small investment universe.
If you thought 2016 was an up-and-down year, next year could be an even bumpier ride, say the investment pros we spoke with.
The agreement to cut oil production in 2017 has led to a runup in oil-related stocks that's unsustainable.
Want to own international companies? ADRs may be just the ticket.
Three fund managers share some dividend picks.
Using Morningstar's indexes as platforms, we explore the cyclicality of emerging-markets stock returns over the past decade.
The ripples of investors reassessing U.S. government policy could be seen clearly among exchange-traded funds.
The once-hot industry has experienced double-digit declines this year, but it’s only a matter of time until it stages an extended revival.
We explore the market’s reaction to the election through the lens of Morningstar Indexes.
Dividends overseas may entice income-seekers, but mind the risk and taxation challenges.
Investors need to ask themselves if attractive valuations in the region trump the negative news.
Using Morningstar's key dividend indexes as platforms, we explore valuation of high-yielding versus high-quality dividend-payers.