Morningstar, Inc. - June 8, 2026
The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You
Plus: The Best Utilities Stocks to Buy; Why Is the Stock Market...
Morning DigestAmy Arnott, Ivanna Hampton Plus, one of the biggest challenges to portfolio diversification today. Editor's Picks Plus: SpaceX index inclusion and your portfolio, and the CPI on deck Tom Lauricella Odds of a rate hike jump on solid job gains, but subdued wage growth could help the Fed stay on hold. Tom Lauricella Investors shouldn’t be shrugging off this risk. David Sekera, Susan Dziubinski Investing Insights These 10 undervalued utilities stocks look attractive today. Tori Brovet Demand for data center power solutions is driving huge growth for Caterpillar, and the stock’s big gains are stretching valuations. Ananya Chag Quantinuum’s Nasdaq debut priced above its initial range, but ended the day flat. Jacob Robbins Plus eight more stocks under Morningstar’s coverage with big dividend increases. Bella Albrecht May inflation readings are on deck, plus earnings from Oracle and Adobe. Jillian Moore Recent Earnings New Stock Analyst Reports Veeva VEEV delivered 16% revenue growth and 13% adjusted EPS growth in its fiscal 2027 first quarter. Both figures were ahead of guidance. Management raised full-year guidance for both metrics by low single digits. Vault and Falcon, new AI tools announced in the last six months, aim to improve use cases across commercial and R&D platforms. Veeva also acquired Ostro, an AI-based chat tool for pharma companies, during the quarter for $100 million, its first acquisition in the last four years. New Fund Analyst Reports Vanguard Growth and Income (VQNPX) is in the hands of three capable subadvisors, though its aggregated portfolio lacks distinctiveness. It earns an Above Average People rating and an Average Process rating. The strategy continues to benefit from a deep and capable three-subadvisor structure. Mary Pryshlak leads Wellington’s sleeve alongside a seasoned group of nine sector analysts averaging roughly 25 years of industry experience. The Tools You Need to Invest Like an Analyst |
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