Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
15 Stock Picks for Long-Term Investors: Morningstar
By Michael S. FischerMaybe investors should focus less on the turmoil of 2020 and more on the emerging themes of 2030, Morningstar suggests.
September 18, 2020
To Survive a Market Crash, Think Like an Institutional Investor: Morningstar Panel"The stock market is the only store where, when there's a sale, everybody runs out of the store," Larry Siegel of the CFA Institute Research Foundation says.
September 18, 2020
9 Stocks to Avoid in a Struggling Economy: MorningstarThese firms lack competitive advantages, Morningstar's Susan Dziubinski says.
September 18, 2020
Goldman Sachs Partner Has a Warning on Big Tech Stocks"A lot is happening" beneath the current market rally, Katie Koch, co-head of the fundamental equity team, tells ThinkAdvisor.
September 16, 2020
Most Fund Managers Say Recession Is Over: BofAFour in five fund managers expect global growth over the next 12 months, the highest level in 17 years, according to BofA's monthly survey.
September 15, 2020
Best Financial Strategy Before Election Is to Wait and See: Wells Fargo AnalystsIt's too soon to say what will happen on Election Day, so the best plan is to decide what investors' money goals are and plan accordingly, the firm's analysts say.
September 14, 2020
Morningstar's August Winners & LosersThe latest updated ratings affect funds from Vanguard, Fidelity and other asset managers.
September 14, 2020
Goldman Revamps MLP Income Fund: Portfolio ProductsAlso, Franklin Templeton changes the names of two ETFs.