Chief Investment Officer and the lead fixed-income portfolio manager Mary Ellen Stanek at Baird has been awarded Morningstar’s 2022 Outstanding Portfolio Manager prize, reports CityWireUSA. This was Stanek’s third time…
Tag: Morningstar
4 Reasons Investors May Consider Selling Stocks Right Now
Selling high is a basic tenet of successful investing, so it doesn’t take an investment wizard to know that it’s rarely smart to sell during a downturn. But an article…
You Own Too Much U.S. Equity
Portfolio diversification should include a higher international-stock weighting, maintains an article in Morningstar. Most Americans have a home bias, weighting their portfolios heavily towards U.S. stocks. But foreign stocks can…
Avoiding Investment Horror Stories
As we emerge from the spooky season, Morningstar asked several financiers for their investment horror stories, and what advice they have for avoiding the worst. Dan Kemp, global chief investment…
Investment Styles and Personality Type
A recent Morningstar article outlines findings from a study by professors at Finland’s University of Oulu that focuses on how personality impacts investment style. The article reports that due to…
The Coronavirus Pandemic and How it Has Changed Consumer Behaviors
A recent Morningstar article discusses how the coronavirus pandemic has reshaped consumer behavior, and what the impact will be for companies in the tech, hospitality and e-commerce industries. “With drug…
Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund industry. John has been with Morningstar…
Morningstar: Value Investors Facing a “Great Opportunity”
Dan Kemp, the CIO of Morningstar’s EMEA division, sees opportunity for value investors and disagrees with the consensus that the coronavirus crisis favors growth strategies, according to a recent article…
Morningstar Forecasts Strong Economic Recovery over Long Run
According to a recent Morningstar article, the firm’s U.S. Market Index has “come thundering back since its late March nadir and is now down merely 7% year to date, even…
Morningstar Warns Against Overreacting to Fund Manager Changes
A recent study conducted by Morningstar that analyzed returns from actively managed stock and bond funds between 2003 and 2016 found “no relationship between any type of management change and…