While U.S. large-cap stocks enjoyed a robust decade, international equities languished. How will the international equities perform going forward?

At the 2020 Morningstar Conference, Larry Fink, Chairman of BlackRock, Inc., talked with Morningstar’s Hayward Kelly.

Hennessy Advisors, long-time SunStar Strategic client, typically holds a mid-year, in-person CIO Roundtable in Washington, D.C.

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill. 

Folklore? Coincidence? Dating back to 1950, the Dow Jones, S&P, and Nasdaq have seen poor performance in September.

2020 has brought one change after another and financial advisors found themselves instantly in crisis mode.

Sparrow Capital Management adds $5 million in new fund assets after only 4 months with SunStar Strategic. 

Morningstar has big updates planned for the Morningstar Equity Style Box.

2020 opened with growth stocks leading value. As the year has progressed, the lead has significantly increased. According to our friends at Morningstar, growth is outperforming value by the largest margin since 1999.