Morningstar

Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!

Every year #MorningstarIndexes reports on the relative risk/return profiles of a range of sustainable investing approaches. The 2024 report is out now! 🔗 http://spr.ly/6044xdr9p The performance of sustainability indexes varied widely in 2024. While climate indexes generally outperformed, impact-aligned indexes struggled. ❓ What factors led to this mixed year for sustainable investing? Find out in the full report: http://spr.ly/6044xdr9p #ESG #SustainableInvesting #Sustainability

Investors are showing renewed interest in sustainable funds globally, with Europe leading the way. However, outflows from US sustainable funds dipped in the fourth quarter, indicating investor uncertainty or shifting preferences. Download our latest Global Sustainable Fund Flows report for more: http://spr.ly/6043xerLZ

He's back. John Rekenthaler is this week's featured guest on The Long View podcast. Listen here: http://spr.ly/6049xdCAv As he retires from Morningstar after 36 years, the legendary investment writer joined Christine Benz and Dan Lefkovitz to discuss his decadeslong career — including how he got started, what’s changed since then, and what hasn’t. 📸 : David W. Ettinger

Markets are buzzing with optimism as improved economic conditions and a pro-growth #Policy agenda take center stage. But with the #TrumpAdministration taking office, how much room is left for error? 🤔 Philip Straehl, Chief Investment Officer, Americas, recently joined Oliver Renick, Lead Anchor, on the Schwab Network to discuss the: • Current state of the #USEconomy • Potential market impact of Trump taking office • Outlook for #MegaCap #TechTrades • Top #InvestmentIdeas offering long-term value potential Don't miss this insightful discussion on the macro and #PoliticalLandscape shaping today’s markets. 🎥 Watch the full segment now: http://spr.ly/6041xdt3d. #MorningstarWealth #SchwabNetwork #MarketOnClose

🚨 New AI Contender Disrupts the Market 🚨 The US has long been the epicenter of the #ArtificialIntelligence ("AI") revolution, but not anymore. A new Chinese model, DeepSeek AI, has burst onto the scene, shaking up the market and sparking a new chapter in the AI race: http://spr.ly/6041xdEr9. Here’s why this matters: 🌌 AI’s Sputnik Moment: Venture capitalist Marc Andreessen calls #DeepSeekAI the "AI's Sputnik moment," marking a pivotal shift in the competition between the US and China. 💸 Cost Shift: DeepSeek reportedly built its model for just $6 million, while #USTechGiants have spent billions. Are US companies overspending? 📉 Market Shake-Up: Major AI-related #Stocks are seeing significant declines. NVIDIA, for instance, is down over 15%. These developments could bring new #Volatility to what has been a steadily rising theme in tech. For investors, it’s a sharp reminder of the importance of #Diversification and preparing for both highs and lows. 👉 Read the full story by Danny Noonan, Senior Investment Writer, and explore its market implications: http://spr.ly/6045xdErl. #MorningstarWealth #InvestmentInsights #ClientEngagement

Saver’s Match: More wealth at retirement? http://spr.ly/6041xjSZL Low-income individuals could see a significant boost to their wealth at retirement due to the Saver’s Match. Learn more today in the new research by Spencer Look, FSA and Jack VanDerhei, PhD. Important disclosures: http://spr.ly/6042xjSZ0

Save the Date – March 5, Toronto at One King West! http://spr.ly/6049xkhAS We’re excited to host an exclusive panel discussion on Navigating 2025: Insights for Canadian Investors. Canada’s economic landscape is evolving. With interest rates flattening, continued shifts in equity sentiment, and political dynamics across North America – what will the rest of the 2025 bring for Canadian investors? Register Now: http://spr.ly/6049xkhAS

Kering, Swatch Group, Burberry, and Capri are all among our analysts’ top luxury sector stock picks. The latest analysis shows that the sector is fairly valued with some pockets of opportunity. Download the report to discover more: http://spr.ly/6046xn47E

🌟 We're thrilled to honor the incredible efforts of our team members with the Star of the Quarter Awards for Q4 2024! These awards recognize individuals who go above and beyond, embodying excellence and raising the bar in their roles. A huge round of applause to all the winners—you inspire us with your dedication and passion! To our Morningstar family, join us in celebrating their achievements. If you know someone who has won this quarter, tag them below and share the joy! 🎉 #LifeAtMorningstar #MorningstarIndia #StarOfTheQuarter #Excellence #Teamwork