RARE PHOTOS: Morningstar - The Real Truth

One income, two retirements: How couples can protect their future

Single-earner families should look beyond today’s budget and consider retirement savings, emergency funding, workforce reentry, and future Social Security benefits

The Independent UK · 14h ago

You’re 65 With a Paid-Off House and $750,000 — What Could You Safely Spend Each Month?

At 65, owning a paid-off house and holding $750,000 in investments gives retirement a very different starting point. Housing no longer includes a mortgage payment, but property taxes, insurance, repairs, utilities, and maintenance still consume cash. The bigger question involves how much of that $750,000 can support monthly spending without…

The Free Financial Advisor · Oct 4

SIFs should be satellite holdings, not the core of portfolios: Morningstar CEO Kunal Kapoor

With most SIFs only months old, early performance data offers limited insight into their long-term potential, Kapoor said. While the new category could expand India’s managed-investment market and intensify competition, investors should prioritise simplicity, diversification and cost discipline.

The Economic Times · Sep 30

Avantor Stock Has Strong Technical Momentum, But Make Sure Your Stop Losses Are Tight

Avantor (AVTR) exhibits strong technical momentum, recently setting a new year-to-date high. Shares are up more than 22% over the past year. AVTR maintains a 100% “Buy” technical opinion from Barchart. Most analysts see AVTR as undervalued, but I recommend a tight stop loss given its volatility and only moderate...

Barchart · Sep 16

MF Tracker: Bank of India Small Cap Fund tops equity funds with 25.21% returns in 7 years. Can the run continue?

Bank of India Small Cap Fund delivered the highest CAGR of 25.21% over seven years among equity funds, excluding sectoral and thematic schemes, according to ETMutualFunds analysis. The fund outperformed peers with seven-year returns ranging from 9.14% to 22.97%. Launched in December 2018, the scheme has also received four-star ratings…

The Economic Times · Sep 15

India's economy shatters a 35-year barrier to enter A-rated club

Indian Economy: Japan Credit Rating Agency (JCRA) has upgraded India’s sovereign credit rating from BBB+ to A-, restoring an A rating for India after more than 35 years. The upgrade follows rating increases by Morningstar DBRS, R&I and S&P Global Ratings. India’s strong economic growth, improving fiscal position, stronger banking…

The Economic Times · Sep 3

'Soft' earnings season for Australia's major companies

Australia's top listed companies have returned to earnings growth after three years of declines, but the profit season was still soft compared to the US.

AAP · Sep 2

Andrew Bailey Warns G20 That Retail Investors Buying Leveraged ETFs Could Worsen Market Sell-Offs

Andrew Bailey's warning to the G20 about the risks of leveraged ETFs and AI-driven market volatility. Understand the potential impact on UK savers and the global economy.

International Business Times UK · Sep 1

This Stock Has More Than Quadrupled in Just the Past Year – No It’s Not an AI Company

EuroDry (EDRY) has surged nearly 350% over the past year, driven by strong technical momentum and robust analyst sentiment. Shares set an all-time high at the end of August 2026. EDRY maintains a 100% “Buy” technical opinion from Barchart. Analysts rate EDRY as “Strong Buy,” but Morningstar flags it as...

Barchart · Sep 1

GE Vernova lands Rivian’s CFO, leaving EV maker to find successor

GE Vernova is betting on the executive who helped take Rivian public.

Fortune · Sep 1