The Latest Breaking News from Morningstar

Consumer defensive stocks have suffered a negative return of 3.4% in 2023, compared to positive 15% for the S&P 500.

There's a bright side to the S&P 500's sell-off — stocks are now 11% undervalued, says Morningstar. And there are ways to profit.

Some semiconductor stocks have soared this year amid excitement over artificial intelligence. Others not so much.

Individual investors should own foreign stocks for diversification, says Causeway fund manager Ellen Lee.

As of Friday, 17% of S&P 500 companies reported their results, and 73% of them beat analysts' profit expectations.

Economy and Society is Ballotpedia’s weekly review of the developments in corporate activism; corporate political engagement; and the environmental, social, and corporate governance (ESG) trends and events that characterize the growing intersection between business and politics.

"Limiting your search for investments to U.S. companies limits your opportunity set," wrote Morningstar's Susan Dziubinski.

Morningstar outlined its philosophy toward dividend stocks in its monthly report on the 10 best of them.

The Federal Reserve has raised rates by 5.25 percentage points since March 2022, and another increase is possible.

Economy and Society is Ballotpedia’s weekly review of the developments in corporate activism; corporate political engagement; and the environmental, social, and corporate governance (ESG) trends and events that characterize the growing intersection between business and politics.

The S&P 500 Financials stock index posted a negative return of 3.11% year to date through Friday.