Weekly Wrap: What the Labor Department’s Proposed Rule Means for ESG and How Shareholders Can Advocate for Systemic Change

July 27, 2020 Off By administrator
Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor’s Picks
How Did the Retirement Saver Portfolios Perform Amid Market Turbulence?
Bonds buoyed the moderate and conservative portfolios, but all of these equity-heavy portfolios were in the red at midyear.

The S&P 500 Grows Ever More Concentrated
Does this bode well for small-value stocks?

3 Areas Where Shareholder Resolutions Can Advocate for Systemic Change
A look at how shareholders pursued racial justice in the 2020 proxy season, and what we expect in 2021.

Trump’s Labor Department Really Doesn’t Want You to Have ESG Options in Your 401(k) Plan
Proposed rule is based on the premise that workers’ retirement security could be compromised by investments that consider climate and other material ESG risks.

Introducing the Enhancements to Our 529 Plan Ratings
How we’ve modified our methodology for rating 529 plans.

7 Superior Foreign Stocks to Buy
These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index.

Portfolio Planning and Personal Finance With Christine Benz
7 Items Your Estate Plan May Have Left Out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.

Income Seekers: Handle These Investments With Care
Where should they look–and not look?

Should Retirees Adopt a Flexible Withdrawal Strategy?
Retirees should consider being flexible with their spending plan.

Mutual Funds and Exchange-Traded Funds
Why We Nominated These 3 Bond Fund Managers
Learn what we look for in our annual awards.

7 Questions for Assessing ESG Expertise
Asking these questions about sustainable strategies will get you a step ahead of most investors.

A Morningstar Medalist Offering Exposure to Emerging-Markets Bonds
This fund offers broad diversification and boasts a sizable cost advantage over its peers.

Why We’ve Downgraded This Popular Fund
Succession plans are on the horizon at T. Rowe Price Blue Chip Growth.

Stocks
These Companies Can Box Their Way Out of a Corner
COVID-19 has taken a toll on containerboard producers, but we see opportunity.

What a Biden Presidency Could Mean for Drug Pricing
Reforms are likely to be moderate, and we don’t expect significant changes in 2020.

Is the Housing Market Starting to Rebuild?
We share the cautious optimism of America’s homebuilders.

We Still Like These European Banks
Morningstar analyst Johann Scholtz looks at the outlook for European banks and why it may take longer than expected for the real impact of COVID-19 to be felt.

When Will Banks Bring Back Dividends?
U.K. banks are in better shape to weather a recession than in 2008, but don’t expect them to start paying dividends again this year, warns Morningstar analyst Niklas Kammer.

Auto Demand Hits a Pothole
The damage won’t be fixed overnight, but we don’t believe it’s structural.

Stock Analyst Updates

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