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Berkshire Hathaway BRK.A/BRK.B released its first-quarter earnings report on May 4. Here’s Morningstar’s take on Berkshire ...

Directors of the company declared an ordinary half-year dividend of A$0.75 per share, up from A$0.70 last year. On top of that, Westpac said it would pay a special dividend worth A$0.15 a share and ...

Central bank decisions in Australia and the U.K. will likely take center stage, though investors will continue to watch any signals from the U.S. regarding the possible timing of an interest-rate cut ...

Directors of the company declared an ordinary half-year dividend of A$0.75 per share, up from A$0.70 last year. On top of that, Westpac said it would pay a special dividend worth A$0.15 a share and ...

Thematic funds—ranging from artificial intelligence to Generation Z—have surged in recent years. Some have delivered phenomenal performance. But others have been duds. Stay on top of emerging ...

Model portfolios continue to expand, increasing to nearly $424 billion USD. With model portfolios growing by 48% over two years, it's clear that their increasing popularity gives advisors a strong ...

What’s the safe retirement withdrawal rate in 2023? For many investors, 4% sounds like the magic retirement withdrawal rate. Our research suggests the same, but fluctuating market valuations and ...

The U.S. Federal Reserve is expected to pivot to ease monetary policy in 2023 as inflation falls and the need to shore up economic growth becomes paramount. Morningstar's current 2026 projection ...

Morningstar and Morningstar Sustainalytics provide ESG research, ratings, and data across a full spectrum of asset classes and investment types. Investors and corporations use this data to ...

Contrarian Plays Are Becoming Increasingly Attractive in Today's Equity Market. Out of the more than 700 stocks that we cover, the U.S. equity market has been trading above our fair value.

The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax ...