Powell signals that protecting jobs is now as important as fighting inflation
Mullaney on Markets
Are the Magnificent Seven losing momentum?
Slowing earnings growth, regulatory rulings, and a shift in leadership suggest change may be
on the horizon
Three reasons to revisit an international equity allocation
With solid fundamentals, rising earnings, and attractive valuations, we think international equities are
worth a closer look—especially in light of today’s heightened concentration risks.
Regional banks look well positioned
for the next easing cycle
Behind the headlines and well-publicized stresses, the underappreciated regional banking segment
has posted solid growth in recent years. At today’s multiples, we think it may be worth a closer look.
The missing ingredient in today’s
large-cap allocations: value stocks
We examine what’s behind the concentration risk in today’s equity market and how investors
can position their portfolios in response.
Drift myth and the influence of
active management on
Morningstar’s style box
Morningstar’s style box captures a fund’s holdings at a point in time. We explain
why “style drift” is often just the temporary effects of an active approach.
The power of stock buybacks for creating shareholder value
We take a closer look at one of the least appreciated means of unlocking long-term
value for shareholders: stock repurchase programs.