VALUE News & Analysis

Inexpensive healthcare stocks offering defensive earnings have become harder to find in recent months, but a new addition to Morningstar’s...

We take a look at two managed funds with above average ESG ratings that are not skewed to growth companies.

Should Jack Bogle have lamented his subsequent creation?

Portfolio construction considerations to draw from recent Australian equity performance. 

Uncertainty, inflation expectations, interest-rate forecasts, geopolitical risks, and the global pandemic are all presenting investment...

Investors continued to rip money out of value funds even as performance improved.

The math doesn't support the argument, writes Morningstar's John Rekenthaler.

Value investing has enjoyed a resurgence so far this year. We look at the funds poised to benefit.

We’ve seen a post-election small-value rally before. But this one could really end differently, writes Morningstar's Dan Lefkovitz.

Over the long term, valuations should still be predictive of returns.