Morningstar suggests that investors may achieve better risk-adjusted returns outside the US in 2025. While US markets are expected to see low single-digit returns, regions such as Brazil, China, and ...

Evaluate your risk at both the portfolio and fund level. X-Ray gives you a clear view of your asset allocation, fees, sector weightings, stock styles, and more. Your free trial will end at 11:59 PM CT ...

Kai Wang, the Asian Market Strategist at Morningstar, shared his in-depth perspective on the Chinese market for 2025, ...

We know that women are underrepresented in the fund industry. Morningstar began formally studying fund managers by gender in 2015 to better understand where women have made progress or stepped ...

This share class lands in the costliest quintile of its Morningstar Category. Its high expense ratio, taken together with the fund’s People, Process, and Parent Pillars, suggests that this share ...

There is one asset that has no volatility. Cash. If you put $100 in the bank it will be there when you want to get it out.

New retirees hoping to make their investment portfolio last 30 years can safely begin their retirement this year with an initial withdrawal of 3.7% of their portfolio, according to Morningstar. The ...

Citi Research analyst Brandon Lee notes that MLT’s China portfolio is stabilising, but negative rental reversion will remain.

Sustainable investing-focused mutual funds and exchange-traded funds suffered a severe beating in 2024, producing record ...