CINCINNATI, OH / ACCESSWIRE / September 29, 2022 / Luma Financial Technologies ("Luma"), an independent, multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, launching Canadian structured products data within Morningstar® Advisor Workstation SM today. "Transparency is the key to unlocking suitability and a more comfortable investing experience when it comes to transacting with structured products," said Todd Dilatush, Director of National Sales for Luma. "By supplying Morningstar with our expansive Canadian structured product data, we hope to continue helping financial professionals in bringing forward solutions that fit their clients'' individual risk profiles. We''re thrilled to take the next step in our relationship with Morningstar and can''t wait for what might be in store next as we continue to drive transformation within the industry." Luma''s comprehensive Canadian product detail pages are now available to Morningstar Advisor Workstation subscribers.
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Morningstar created a roster of the most undervalued stocks among the ones to which it assigns a wide moat.
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Morningstar put together the roster, including only stocks receiving a moat from its analysts.
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While Morningstar might be almost fairly valued, I still see a huge downside risk for the stock in the coming quarters. Click here to read more.
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CHICAGO, Sept. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2022 financial results after the market closes on Wednesday, Oct. 26, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to…
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Morningstar says its picks stand out in an environment where many companies may not be able to maintain their dividends due to "economic strain."
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Morningstar has very strong fundamentals and continues to see strong growth opportunities from ESG. See why I rate MORN stock as a hold.
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Live from Investor Connection, the first-ever partnership between Investopedia and Morningstar, a conversation on the state of ESG today, hosted by Leslie Norton, Morningstar’s Editorial Director for Sustainability, and featuring Jon Hale, Morningstar’s Director of Sustainability Research; Carol Liable, the CEO of Domini Impact Investments, and me.
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Trending: Micron Technology Shares Hit With Downgrade Morningstar
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Top Glove Shares Fall After Analysts Cut Outlooks Morningstar
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A-Rod and Lore''s athlete stock market launches with $100 million in funding Morningstar
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Volkswagen seeks up to $71.5 billion valuation in Porsche IPO Morningstar
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State threatens to cut ties with leading investment research company out of ''solidarity with Israel''; company denies any prejudice
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It defines best stocks as those with significant competitive advantages, and it thinks those advantages are growing.
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Rent the Runway stock suffers record drop, but analysts find reasons to stay bullish Morningstar
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Bristol Myers Squibb rallies after FDA approves Sotyktu for psoriasis Morningstar
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Cable One stock downgraded as Wells Fargo sees various pressures on cable industry Morningstar
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Rising interest rates are generally a good thing for investment service firms, such as money managers and brokerage firms.
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FDL selects 100 high-yielding U.S. companies screened by Morningstar for dividend safety. Click here to read why I am downgrading FDL to a hold.
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Now may be a good time to look at dividend stocks, given that inflation is raging and the stock market is stumbling.
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Here''s what Morgan Stanley says will fuel another decline in stocks Morningstar
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Samsung says personal data of some U.S. customers exposed in breach Morningstar
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Compounding a disastrous year for Bitcoin and other cryptocurrency: IRS proposes controversial new question about digital assets Morningstar
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If you’re a retiree (or near retiree) who isn’t worried about inflation, you’re either fabulously wealthy or not paying attention. Even for super savers, inflation is retirement kryptonite. To keep up with rising costs, you may be forced to take larger withdrawals from your portfolio, increasing the risk that you’ll outlive your nest egg. And if inflation is accompanied by a bear market, as it is now, those withdrawals can leave a permanent hole in your portfolio. More than 70% of individuals age 50 and older are concerned that inflation will cause serious economic hardship during their retirement, according to a recent national poll Kiplinger conducted with Athene, a retirement services company. Although you can’t control the inflation rate—or the stock market—you can take steps to protect your retirement security. The 4% Rule for Retirement Withdrawals One of the most perplexing questions facing retirees is this: How much can I withdraw from my savings each year without running out of money?
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Mortgage rates rise amid signs of ''waning demand'' for homes Morningstar
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These dividend stocks can protect you as the Federal Reserve slows the economy Morningstar
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This $10 bottle is the perfect National Red Wine Day sip Morningstar
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It is understandable if you are paying less attention to your brokerage account these days, given the current market malaise. But the recent slide in stock and bond prices may rep-resent a “generational investment opportunity,” Ron Baron, a manager of several Baron funds and founder of Baron Capital, recently wrote in a letter to shareholders. SEE MORE 5 First-Class Fintech Stocks to Watch In short, it’s a good time to be active as an investor. But it also pays to be selective in times like these, which makes the services offered by your online broker highly important, whether for you that means plying your brokerage’s tools to sift for hidden gems in the stock bargain bin, finding smart fixed-income strategies or even getting professional investment guidance. With that in mind, we conducted our annual review of online brokers. This year, we have 10 contenders. Five are large, well-known brokers that cater to all kinds of investors, from novices to active day traders: Charles Schwab, E*Trade, Fidelity, Merrill Edge and TD Ameritrade .
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Morningstar is foisting an anti-Semitic Boycott, Divestment, Sanctions agenda onto its many clients.
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As the economy spirals toward a potential recession, speculative investing is out and boring is in. Morningstar’s John Rekenthaler shared five signals to discern an investment from a gamble. While “speculation can be lucrative,” he believes investors should recognize the difference. 2021 was the year of speculative investing frenzy, as the valuations of assets that are traditionally considered more volatile — cryptocurrencies, NFTs, special purpose acquisition companies (SPACS), and meme stocks — skyrocketed. Today, it’s a starkly different landscape as the market heads into a potential recession and investors try to determine the market’s trajectory . Multiple bubbles have popped and fizzled in the last few months, and the speculative investing furor has died down substantially. In an economy marked by heightened uncertainty , investors and analysts alike have decided that boring assets are in, and speculative assets are out. “You just have to avoid a lot of things, no matter how sexy they seem, no matter how near-term strong they seem, no matter how easy the money seems that could be made there.
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(Aug 24): Asia’s largest high-yield bond funds are steering clear of China’s real estate sector as a worsening liquidity crisis weighs on the debt, according to research firm Morningstar Inc. The average weighting of China property bonds in the Asian junk funds dropped to 16% in June from almost 28% at the end of last year, as a crackdown on borrowing and a plunge in housing sales continue to batter the industry.
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LONDON : Energy companies reaping record profits from soaring oil and gas prices have helped global dividend payments to shareholders soar above pre-pandemic levels and to a record quarterly high, data showed today (Aug 24). Oil and gas firms, including state-controlled giants in Latin America, accounted for more than two-fifths of the growth in dividend payments in the three months to end-June, according to fund manager Janus Henderson’s latest global dividend report. Banks freed from pandemic-era restrictions on dividends were behind a similar share of the growth in payouts, while consumer firms such as automotive manufacturers also shelled out more. In total, global dividend payments reached US$544.8 billion (RM2.4 trillion) in the second quarter, Janus Henderson calculated, up 11.3% on a headline basis year-on-year after companies slashed dividends during the Covid-19 pandemic. The payouts highlight how stellar a year companies enjoyed in 2021 as economies recovered, and how well corporate profitability has held up this year even as households are plunged into a cost-of-living crisis as inflation soars and fears of a global recession mount.
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Howdy Opening Bell crew. Phil Rosen here, reporting from Wall Street. Yesterday, for the second time this year, I watched the euro slip below the dollar. As compelled as I was to immediately book a flight to the continent, instead I decided to bring you all the details of what''s happening with the world''s two biggest currencies. And, as we''ve covered here before, the move can be traced back to Russia. Let''s get started. If this was forwarded to you, sign up here . Download Insider''s app here. 1. When Russia''s Gazprom unexpectedly announced the Nord Stream 1 pipeline will close for a three-day maintenance shutdown , confidence in Europe''s economy stumbled. The euro moved below the dollar on a 0.7% drop to hit $0.9968 on Monday — and continued falling Tuesday — reflecting the worsening energy crisis, heightened stakes, and steeper odds for a downturn, Insider''s Carla Mozeé writes . I caught up with Michael Reinking, NYSE''s senior market strategist, who said industrial companies are beginning to reduce production, and firms are paring back their hedging on natural gas futures as prices skyrocket while demand dwindles. "Essentially, industrial players are saying if [natural gas] prices don''t improve then they''ll start shutting down factories," he said.
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Morningstar ranked the 10 most undervalued stocks on its Best Companies to Own list.
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Real estate investment trusts have rallied over the past eight weeks, but a prominent REIT index remains down 12% year to date.
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Mutual funds offer a lot of advantages to investors, particularly for retail investors who may have limited time, a low appetite for risk and only a passing knowledge of how the stock market works. People wanting to put away their hard-earned money for retirement often choose these, as they give exposure to a large bundle of stocks that provide a greater margin of safety than individual stocks. Industry data shows mutual funds remain one of the most popular investment vehicles for Americans. 45% of households in the U.S. owned shares in at least one mutual fund in 2021, according to Statista. They can also be a great way for investors to ride out market downturns such as the one we’re experiencing this year given their diversification, low fees and relative security. Many mutual funds also pay regular dividends to investors. With that, here are seven of the best mutual funds to hold in a 401k account. BACIX BlackRock Energy Opportunities Fund $11.79 VFIAX Vanguard 500 Index Fund Admiral Shares $380.97 OPGSX Invesco Gold and Precious Minerals Fund $20.67 VEUAX JPMorgan Europe Dynamic Fund $24.85 PRMSX T.
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U.S. sustainable funds faced a brutal second quarter, according to a Morningstar report.
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These days, checking on how your investments are doing feels a little like asking for a hard punch in the gut. Nearly every major asset class has suffered losses in recent months. It has been a total disaster. Over the past six months, the S&P 500 Index surpassed the 20%-loss threshold that typically defines a bear market , though it recovered some. The bond market, which is supposed to provide ballast in a portfolio in times like these, is suffering its own rout. The Bloomberg U.S. Aggregate Bond Index is down 9.2%. Foreign stocks have spiraled down, too. The MSCI EAFE Index, the traditional benchmark for foreign stocks in developed countries, slipped 19.2%; the MSCI Emerging Markets Index fell 17.1%. SEE MORE ETFs Are Now Mainstream. Here''s Why They''re So Appealing. It''s in this environment that we conduct our annual review of the Kiplinger ETF 20 , our favorite exchange-traded funds, and the ETF industry as a whole. As you can imagine, there''s little green – as in positive gains – to be found among our Kip ETF 20.
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CHICAGO, July 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong second-quarter revenue growth, highlighting continued momentum across the business. "Our organic growth remains strong despite market headwinds,"…
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Iris Tan of Morningstar discusses reports of an increasing number of homebuyers across China who are refusing to repay mortgage loans for delayed projects.
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Morningstar identifies three ''great long-term investments that should provide a smoother ride than the broader foreign stock market.''
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Some oil stocks look expensive, but there are still opportunities in a different corner of the market, says David Sekera, who named three picks.
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Yield inversion: Three-year Treasurys recently yielded 3.23%, the five-year yielded 3.16%, and the 10-year yielded 3.01%.
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Bruce R. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management. Berkowitz founded Fairholme Capital Management in 1997, and prior to this, he served as a senior portfolio manager at Lehman Brothers Holdings and a managing director of Smith Barney. Morningstar named him the Domestic-Stock Fund Manager of the Decade (2000-2009), while […]
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The strong equity returns of 2020 and 2021 seem a distant memory as investors contend with a bear market and stomach-churning market moves. Market volatility can wreak havoc on investor emotions, creating the temptation to trade in or out of the market based on the latest developments. Investors should fight the impulse to time the market, as over the long term whether you invest is far more important than when you invest. SEE MORE Is a Recession Ahead? Although today’s bear market may feel worse than prior bear markets, there are important historical patterns that may be instructive today. Investors should also reconsider the most frequently used definition of risk, as market volatility may be the wrong definition of risk for many investors. With that in mind, here are three investing truths that could be helpful right now. Truth: Long-term market returns include periods of poor returns Stocks rarely rise without experiencing setbacks along the way. Since 1980, calendar year returns for the S&P 500 Index were positive in 32 of the 42 years.
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Morningstar has identified two health-care companies it likes that are now trading around fair value and are close to buying range.
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Investing in mutual funds is a more relaxed way of participating in the financial markets as the investment choices are made by professionals and therefore you do not have to be concerned about your personal picks in financial assets. Making your own investments in any financial asset class can be a daunting and stressful task. How do you find the best mutual funds to invest in July? The answer can be as simple as possible by thinking that investing is mostly targeting the long run, not the short-term volatile price swings. For instance, investing in equities is becoming a shareholder of companies on an ongoing concern not just for a few months. 7 Best Dow Stocks to Buy in July In this article, the seven best mutual funds to buy in July 2022 have been chosen based on their long-term return, a positive 20-year return. These mutual funds have a track history of many years proving they can generate profits and probably will continue doing so in the future. NASDX Shelton Funds – Nasdaq-100 Index Fund $26.09 FDGRX Fidelity Growth Company Fund $24.88 FOCPX Fidelity OTC Portfolio $13.68 VHIAX JPMorgan Growth Advantage Fund Class A $22.88 AMAGX Amana Mutual Funds Trust Growth Fund Investor $56.35 VHCOX Vanguard Capital Opportunity Fund Investor Shares $67.96 PRWAX T.Rowe Price All-Cap Opportunities Fund $52.86 Shelton Funds – Nasdaq-100 Index Fund (NASDX) Source: Shutterstock Shelton Funds – Nasdaq-100 Index Fund ( NASDAQ: NASDX ) has the investment objective of replicating the performance of the largest non-financial companies in the Nasdaq-100 Index .
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