Nothing puts a 🚩up for me like seeing "X can provide individual investors opportunities that are typically only available to institutional investors" in marketing materials

Nevermind growth vs. value...it's about beta. Now is "a good time to shift further into high-beta stocks, to capture extra upside when the market recovers." morningstar.com/articles/11144…

A step forward in connecting scientific researchers to the companies that can bring their innovations to life. Learn more about HALO on PitchBook

“People love certainty”, ⁦Michael Batnick⁩ explains why buffered ETFs became so popular, at #investorconnection by ⁦Investopedia⁩ and ⁦Morningstar, Inc.⁩

While Fed officials predict rates going higher than had been expected, we still see rates coming down by the end of 2023. Preston Caldwell reviews the latest: morningstar.com/articles/11147…

Just a reminder...dots aren't destiny

Happy First Day of Fall! Illustration for “The Tiny Seed”, published in 1970.

The Morningstar US Market Index has fallen for three consecutive quarters, AND bonds are having their worst year in modern history: spr.ly/6010MjT90

Up until the final days of Q3, it looked as if a handful of the most widely held stocks might end the quarter with minimal losses, but a punishing last week sent most into negative territory. Here's a closer look at how the largest stock funds performed: morningstar.com/articles/11160…

Growth stocks had another down quarter, but for the first time in a year they held up better than value stocks: spr.ly/6017Mepyx

Big China Stock Bets Continue to Hit Emerging-Markets Funds A great interview with Perth Tolle! morningstar.com/articles/11219…

The October jobs report defied expectations for a slowdown in hiring, meaning continued interest rate increases are likely. While moderate wage growth is a good sign for inflation, the upcoming CPI reports will determine the Federal Reserve's path. spr.ly/6012MQJn0

The coolest way to learn violin @tralaapp 😎

Big China Stock Bets Continue to Hit Emerging-Markets Funds - But Not All of Them ;) My conversation with Lauren Solberg for Morningstar, Inc. with comments from Daniel Sotiroff morningstar.com/articles/11219…