Are Mutual Funds Becoming Obsolete?
Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs an...
19 Kesä 19min
Brace Your Portfolio for Mega-IPOs
2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the ...
12 Kesä 13min
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When u...
5 Kesä 13min
The Best Opportunities for Fund Investors Today
Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar....
29 Touko 11min
Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know
Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season. Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The ...
22 Touko 12min
Bond ETF Flows Just Flipped. Here's What It Means for You
ltrashort bond funds are experiencing highs and lows this year. They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion....
15 Touko 15min
How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities
Is a global debt emergency on the horizon? Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile,...
8 Touko 16min
10 Exceptional Stocks With Double-Digit Dividend Raises
A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous ch...
1 Touko 13min
