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Regional banks look well positioned
for the next easing cycle
Behind the headlines and well-publicized stresses, the underappreciated regional banking segment
has posted solid growth in recent years. At today’s multiples, we think it may be worth a closer look.
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The missing ingredient in today’s
large-cap allocations: value stocks
We examine what’s behind the concentration risk in today’s equity market and how investors
can position their portfolios in response.
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Drift myth and the influence of
active management on
Morningstar’s style box
Morningstar’s style box captures a fund’s holdings at a point in time. We explain
why “style drift” is often just the temporary effects of an active approach.
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The power of stock buybacks for creating shareholder value
We take a closer look at one of the least appreciated means of unlocking long-term
value for shareholders: stock repurchase programs.