Page 8 - Beyond Basic Beta News Today

Changes in climate may pose major challenges for local municipalities and test the resilience of society, infrastructure, and capital markets. Some geographical locations are more at risk.

China’s growth forecast revisions look worse than most EM peers. But decisions about the policy direction might have to wait until October’s party congress.

The Morningstar Wide Moat Focus Index outperformed the S&P 500 Index in 2022 as of the end of August despite recent stock market volatility, driven by sector allocations and stock selection.

The consensus expectations suggest that real policy rates should be positive in most EMs in about a year. Is it too restrictive for the weakening growth outlook?

The Fund continues to outperform its benchmark year-to-date, in part due to its exposure to high-beta EMFX.

A dividend investing strategy that considers a company’s long-term financial health and valuations may help strengthen a core equity portfolio.

Morningstar’s approach to moat investing starts with companies with sustainable competitive advantages.

After a pullback in June, commodities recovered in late July driven by the energy and livestock sectors.

Commodities may offer a hedge against inflation, as well as portfolio diversification. We address questions about the VanEck CM Commodity Index Fund in this Q&A.

Gold mining stocks are one way for investors to gain exposure to gold. We take a closer look at the key considerations around this approach.