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

Thursday, 24 September 2020 13:55

Insights From BlackRock's Larry Fink

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.

Monday, 21 September 2020 11:46

Yield Hunters

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. 

Thursday, 10 September 2020 12:37

Advisors: Don’t Get Left In The Dust!

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

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

Friday, 24 July 2020 11:58

Big Changes Ahead For ESG Investing?

The Department of Labor (DOL) proposed a new rule that would restrict using ESG funds in retirement plans.

Wednesday, 22 July 2020 08:28

Growth Stocks Widen Their Lead

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.

Some experts believe the recovery will be swift and more complete than that from the Great Recession.

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