David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.

The Evolution of the Morningstar Style Box

What Is the Value-Growth Score for Stocks?

Why Investors Should Look Deeper Than Overall Market Trends

Investigating Stock Valuation Trends on the Tortoise and Hare Watchlist

Small-Cap Stock Findings

Are There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist?  

Which Stocks Earned the Minimum Value-Growth Score?

Which Stocks Earned the Maximum Value-Growth Score?

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode.  

Subscribe to the StockInvestor Newsletter

3 Top Value Stocks to Buy and Hold for 2025

11 Newly Overvalued Stocks

Top 15 Value-Creating Stocks of the Past Decade

Weekly Market Update: Stocks Rise 1.35% as Tech Sector Gains

John Rekenthaler: ‘The House Is With You When You’re Investing’

Market Barometer

What to watch from Morningstar.

These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

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David Harrell

Ivanna Hampton

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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.

Comparing Income and Growth Dividend ETF Strategies

Blindspots in Dividend  ETF Investing

Are Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?

Judging the Performance of Dividend ETF Strategies 

What is Factor Investing?

Writing Your Factor Exposure Checklist for Dividend ETFs

Gold-Rated Dividend Growth ETFs from Vanguard

Why is Vanguard’s Dividend Income Strategy Impressive?

Why Schwab’s Dividend ETF Is Worthy of a Gold Rating

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin

Read about topics from this episode.  

The Top High Dividend ETFs for Passive Income in 2025

Is It Time to Reconsider Dividend Funds?

How to Choose a Dividend Fund

How to Maximize the Tax Efficiency of an ETF Portfolio

3 Great US ETFs for 2025 and Beyond

What to watch from Morningstar.

Vanguard Fee Cuts May Be Small, But They’re a Win For Investors

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

Read what our team is writing:

Bryan Armour

Ivanna Hampton

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Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.

Vanguard Fee Cuts 2025

Why Is Vanguard Cutting Fees Now?

6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios 

Vanguard Signals to Investors to Consider Bond Funds

Is Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?

Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?

What Lower Fund Fees Mean for Vanguard Investors in the Long Term

How Vanguard Can Keep and Grow Their Customer Base

What’s New in the Markets

Introducing The Morning Filter Podcast

How The Morning Filter Brings Unique Insights to Listeners

What to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans Market

Outlook 2025: What Investors Can Expect 

How Investors and Advisors Learn from The Morning Filter

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin

Read about topics from this episode.  

Vanguard Cuts Fees on Nearly 90 Funds and ETFs

Vanguard in 2025: What Investors Need to Know

Subscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.

3 Stocks to Buy Before They Bounce Back

What to watch from Morningstar.

How Inflation, Tariffs, and More Could Impact Your Finances in 2025

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Read what our team is writing:

Daniel Sotiroff

David Sekera

Susan Dziubinski

Ivanna Hampton

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Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.

Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? 

Outlook for Inflation in 2025

How a Strong Jobs Market Fits into the Fed’s Outlook

Why Mortgage Rates Rose When Interest Rates Fell

When is the Next Fed Meeting in 2025?

Are Interest Rates Going Down in 2025?

How Mass Deportations Could Affect Businesses and Consumers

How US Tariffs Could Affect Consumer Goods Prices

Tracking Inflation, Financial Conditions, and the Housing Market

Read about topics from this episode.  

What Trump’s Proposed Tariffs Would Mean for the Economy 

Forecasts for December PCE Report Show Continued Improvement on Core Inflation 

Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty 

An Investor’s Guide to the Next Trump Administration

What to watch from Morningstar.

Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

Read what our team is writing:

Preston Caldwell 

Ivanna Hampton

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Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.

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Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.

What’s Changed About the Inflation Outlook

Why Inflation is Running Hotter Again

What Stubborn Inflation Means for Investors and the Economy

Markets’ Response to Inflation 

Why Investors Need to Pay Attention to Inflation Drivers

What Economists Think Is Next for Inflation

Bottom Line for Investors

What’s New in the Markets 

How Trump’s Policy Shift Could Affect Tesla and Other Automakers

Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast?

Why Tesla May Have a Comeback in 2025

What to Look for in Tesla’s Upcoming Earnings

Morningstar’s Outlook on Tesla Stock 

Read about topics from this episode.  

Markets Breathe a Sigh of Relief on Softer Core Inflation

December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood

Is Inflation Really What Ails Stocks and Bonds?

Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?

Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High

What to watch from Morningstar.

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

Read what our team is writing:

Sarah Hansen

Seth Goldstein

Ivanna Hampton

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Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. 

Open-End Funds vs. Active ETFs

Advantages of Active ETFs

Appeal for Day Traders

Disadvantage of Active ETFs

Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts

Comparing Open-End Funds and Active ETFs on Key Factors

How T. Rowe Price Funds Compare to ETFs

Fidelity Funds vs ETFs Performance

Capital Group’s Different Approach to Their Funds vs ETFs

Decision Expected From SEC on ETF Share Class Requests  

What’s New in the Markets  

Netflix's Message to Competitors

Too Early to Judge Live Sports Push

How Can Netflix Increase Profits?  

What to Watch for From Netflix’s Earnings Report 

Morningstar’s Outlook on Netflix Stock

Read about topics from this episode.  

How to Find the Right Active ETF for Your Portfolio

Will Active ETFs Outnumber Passive ETFs?

3 Great Active ETFs for Stock Investors

Are Active ETFs Truly More Tax-Efficient?

Morningstar’s Guide to Active ETFs

After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?

3 Cheap Stocks to Watch in the Fight Over Sports Streaming

What to watch from Morningstar.

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?

Where Investors Can Find the Highest Bond Yields in 2025

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025

How to Diversify Your Portfolio to Handle a Market Correction

Read what our team is writing:

Ivanna Hampton

Russ Kinnel

Matthew Dolgin

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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.

What Are Private Assets? 

Risks of Private Assets vs. Public Assets 

Why Fund Companies Want to Give Retail Investors Access to Private Assets 

How Investors Can Access Private Assets Today 

Why Funds Choose Private Credit Instead of Private Equity 

Why Companies Stay Private 

How the Lack of Liquidity in Private Assets Plays Out in Interval Funds 

How Funds Provide Exposure to Private Equity 

Do Funds with Private Equity or Private Credit Exposure Have Better Performance?  

Would Holding Private Assets in an ETF Work? 

Opportunities for Investors in Private Asset Funds 

Private Asset Fund Outlook

Read about topics from this episode.  

Morningstar's 2025 Outlook: Future Market Investment Strategies 

When Will Public and Private Equity Markets Finally Converge? 

DXYZ: This Closed-End Fund Is Not Destiny’s Child 

Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride 

Private Credit: Avoid This Common Asset Allocation Mistake 

2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market 

Ask Your Advisor These Questions Before Investing in Private Credit

What to watch from Morningstar.

Where Investors Can Find the Highest Bond Yields in 2025 

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025 

How to Diversify Your Portfolio to Handle a Market Correction 

What Higher Bond Yields Mean for Markets in 2025

Read what our team is writing:

Jack Shannon 

Margaret Giles 

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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.

Why Cash is No Longer King

Is a 3% Interest Rate Forecast a Wake-Up Call?

Why It's a Good Time for Investors to Move Out of Cash

Why Investors Should Move Longer Term in Fixed Income

Are Corporate Bonds Still Attractive?

Where We Are Seeing Promising Yields From Global Bonds  

What to Keep in Mind When Investing in Global Bonds

Where to Invest in 2025

Read about topics from this episode.  

Where to Find Returns When Interest Rates Fall 

Morningstar's 2025 Outlook: Future Market Investment Strategies 

Morningstar’s 2025 Investment Outlook for Financial Advisors 

Why Our Best Investment Ideas for 2025 Are Outside the US 

What to watch from Morningstar.

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

Read what our team is writing:

Dominic Pappalardo

Ivanna Hampton

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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.

Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255

Did the Market Bounce Back After the Drop Following the Fed Rate Decision?

Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025

Will Trump’s Tariffs Cause Inflation to Rise?

Will the Market’s Momentum Continue into 2025?

High Yields in the Bond Market Are Benefitting Investors

Will the Trump Administration Boost Bitcoin’s Growth?

How Investor’s Should Approach Trump’s Second Term

5 Stories Investors Should Watch for in 2025

Read about topics from this episode.  

Subscribe to Morningstar’s SmartInvestor newsletter.

Stocks Tumble on New Fed Rate Forecast—Here’s Why 

Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025 

Forecasts for November PCE Preview Show More Moderation in Inflation 

What to Expect From Bitcoin in 2025 

What Higher Bond Yields Mean for Markets in 2025

What to watch from Morningstar.

How to Diversify Your Portfolio to Handle a Market Correction

What Higher Bond Yields Mean for Markets in 2025

Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

Read what our team is writing:

Tom Lauricella

Ivanna Hampton

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