Morningstar, Inc. - September 2, 2025
3 Great ETFs to Buy Before the Fed Cuts Interest Rates
Plus, top-performing short-term bond funds to consider and a...
 Morning DigestSeptember 2, 2025 Bryan Armour Diving headfirst into bonds isn’t the only option. 
ADVERTISEMENT  Editor's Picks  Plus, Morningstar CEO Kunal Kapoor discusses how he’s elevating his mission to empower investors. David Harrell, Kunal Kapoor, Ivanna Hampton  Offerings from Eaton Vance and Guggenheim stand out. Gabe Alpert  Trade wars, a growing US budget deficit, and the firing of the BLS head are seen amounting to ‘significant political risk’ in US markets. Ollie Smith, Vikram Barhat Investing Insights Bond yields should remain attractive even when the Fed begins cutting rates. Sarah Hansen As Warren Buffett turns 95, we highlight the details of his legendary investment strategy. Emelia Fredlick, Tori Brovet The PCE Price Index increased 0.2% in July. Bella Albrecht With the firm’s expansive physical footprint and well-established consumer communities, here’s what we think of Walmart’s stock. Erin Lash Marvell’s long-term opportunity in AI is promising, with its custom accelerators and optical connectivity chips. William Kerwin Plus: Consumer stocks, a September rate cut, and August jobs data. Dan Kemp New Stock Analyst Reports Since October 2023, Kellanova's (K) strategy has centered mainly on the faster-growing global snacking category, which accounts for over 60% of its sales. The attractiveness of this exposure wasn't lost on privately held Mars (which owns brands such as M&Ms, Twix, and Snickers), as it now intends to gobble up Kellanova's snacking brands in a nearly $36 billion deal. The combined firm is poised to be one of the leading operators in the packaged food space, with annual sales of $60 billion to $70 billion and a portfolio of 17 billion-dollar brands. However, despite the opportunity to boost sales, we note that this deal runs counter to efforts across the industry over the past several years to streamline operations and unlock the benefits of focus. The Tools You Need to Invest Like an Analyst Stay connected:
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