Morningstar, Inc. - January 26, 2026
Gold Keeps Reaching New Heights. Here’s Why Investors Should Proceed With Caution
Plus: New 5-star stocks, undervalued AI plays, dividend picks,...
 Morning DigestAmy Arnott The yellow metal has been on a continued tear, but prudence may be warranted. 
ADVERTISEMENT  Editor's Picks  Two top picks from Morningstar analysts. Dan Romanoff, Sarah Hansen  A busy news week ahead, as investors can (hopefully) shift away from geopolitical worries. Tom Lauricella  Where Morningstar analysts see opportunities—and where they don’t. Sarah Hansen  Fundamental shifts in the US could disrupt markets. Here’s how investors can respond. Sheryl Rowling  Plus, the trade-offs new retirees should be prepared to make. Amy Arnott, Ivanna Hampton Plus, the trade-offs new retirees should be prepared to make. Amy Arnott, Ivanna Hampton Investing Insights Our chief US market strategist and chief US economist share their 2026 market outlook as they review Morningstar’s current market valuation and why they expect the economy to reaccelerate in the second half of 2026. David Sekera, Preston Caldwell, Susan Dziubinski These stock picks stand to benefit most from developing artificial intelligence technologies in 2026. Tori Brovet Morningstar analysts upgraded the moat ratings for Fifth Third and Regions. Frank Lee Concerns mount amid substantial declines in car sales and stiff competition in the growing field of self-driving software. Ananya Chag Following strong holiday sales and a recent AI deal, here’s what we’re watching for in Apple’s earnings report. William Kerwin Investors will be focused on guidance for the coming years. ASML will benefit from investments in AI, but starting from next year. Javier Correonero The Fed meets to decide the interest rate on Wednesday, plus the PPI report on Friday. Frank Lee New Stock Analyst Reports Cohen & Steers (CNS) ended 2025 with $90.5 billion in assets under management. With the firm's average AUM and realization rate up slightly year over year, fourth-quarter revenue grew 2.9%. Adjusted operating margin increased 90 basis points year over year to 36.4%, in line with our expectations. Net inflows (exclusive of distributions) of $1.2 million during the fourth quarter were the company's largest flows since the third quarter of 2024, when investors were anticipating a rapid reduction in short-term rates. The Tools You Need to Invest Like an Analyst Stay connected:
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