Morningstar Stock News

ADRs End Mostly Lower; Ascendis Pharma, Infosys Trade Actively Morningstar

The US Federal Reserve is scheduled to announce its policy decision today, with markets expecting a 25bps increase in the fed funds rate. Investors, meanwhile, focused on some notable insider trades.

Fitch Ratings Downgrades Six Russian Insurance Companies Morningstar

When the going gets tough, you can count on these two energy plays to see your portfolio through.

Financials Up as Initial Market Shock of Ukraine War Eases Financials Roundup Morningstar

The environmental, social and governance (ESG) rating firm MSCI downgraded Russia’s ESG Government rating this week, from B to the lowest rating possible, CCC. Many ESG fund managers rely on MSCI ratings for portfolio construction and for ETF indexes. Thus, many Russian companies could end up being cycled out of funds that rely on maintaining a minimum ESG ratings bar for inclusion. SEE MORE 5 Great Green Stocks Making a Direct Impact The downgrade acts as yet another hit to Russian investments, many of which have been flattened since the country’s invasion of Ukraine. It''s not the first one, either; MSCI ESG Research originally downgraded Russia at the end of February. “Since the downgrade to B on Feb. 28, we have observed further heightening of Russia’s ‘Economic Environment’ and ‘Financial Governance’ risks based on the widening domestic impact of international sanctions and financial isolation on Russia’s economy,” the MSCI notice said. Many firms have halted new investments in Russia.

Although US crude oil futures traded higher this morning, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company’s prospects or that they view

(Reuters) – Index provider Morningstar on Wednesday decided to remove Russia securities from its fixed income indexes beginning March 31 and immediately move the country from emerging markets to unclassified.

Wasatch Global Investors, an investment management firm, published its "Wasatch Core Growth Fund" fourth quarter 2021 investor letter – a copy of which can be downloaded here.

Retirement planning is a key component in holistic financial preparation for you and your family. However, many people find themselves nearing retirement age with little to show for their many years of work. While it may feel like you are heading toward retirement without the necessary tools in place to provide for yourself, don''t panic. SEE MORE The 4 Phases of Retirement The good thing about retirement planning is that until the day you retire, you can prepare and optimize, based on the current state of the economy, for potentially greater return. Even if you''re over 60, it isn''t too late to start. In order to maximize your retirement savings and live the life you desire, implement these strategies: Diversify Your Portfolio One of the most important facets of long-term investment success is portfolio diversification . This entails having a portfolio with stocks, bonds and other investments, and then diversifying within each of those categories. This is a hedge against losses, and it is an important strategy to boost performance.

So far global companies, banks and investors have announced that they have exposure in some form to Russia of more than $110 billion. That number could rise. Data from research firm Morningstar, meanwhile, shows exposure from international funds to the tune of $60 billion in stocks and bonds. Here is…

US Bank will leverage Sustainalytics, a Morningstar company and provider of ESG research and ratings, to offer ESG data solutions to its Global Fund Services clients.

So far global companies, banks and investors have announced that they have exposure in some form to Russia of more than $110 billion. That number could rise. Data from research firm Morningstar, meanwhile, shows exposure from international funds to the tune of $60 billion in stocks and bonds.

FTSE Russell said Russia would also be deleted across all of its indices while S&P Dow Jones Indices and Morningstar have both launched consultations