Insights

08
Oct

Climate-Change Considerations In Portfolio Construction

At the Morningstar 2020 Virtual Conference, Hortense Bioy,Morningstar Europe & Asia, moderated a lively discussion between Simon Webber, Schroeders, and Lucas White, GMO, on climate change and the impact on portfolio construction.

07
Oct

13 Characteristics Of Influential People

We have all been influenced by others during our life’s journey. The impact and influence of some can be far greater than others.

25
Sep

International Equities: Moving Beyond A Lost Decade

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

24
Sep

Are We At An Inflection Point For Sustainable Investing?

Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. He believes we’re at an inflection point and change is ahead.

24
Sep

Insights From BlackRock's Larry Fink

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

23
Sep

Fund Company’s Annual CIO Roundtable Goes Virtual

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

21
Sep

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.

18
Sep

The Role Of Luck, Skill, And Counterintuition In Investing

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.

17
Sep

How To Build The Best Mutual Fund Website

We don’t usually brag, but, according to the Web Marketing Association, SunStar leads the industry in the mutual fund web development category. SunStar Strategic won the 2020 Award for Best Mutual Fund Website for its work on the Mairs & Power site.