Morningstar, Inc. - October 30, 2025
The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way Up
Plus: The Neutral Rate: What It Is and Why It Matters Now ...
Morning DigestOctober 30, 2025 Dan Lefkovitz Will currency diversification continue to pay off? Editor's Picks Conflicting data muddies the picture for monetary policy. Preston Caldwell As the Fed eases its policy, investors are paying close attention to the central bank’s north star for interest rates. Sarah Hansen New funds offer income from bond ladders inside an ETF. Here are the pros and cons for investors. Lan Anh Tran The authors of a new book about money and relationships discuss the importance of understanding each partner’s money history and defining ‘enough.’ Christine Benz, Ben Johnson Investing Insights Demand for AI has catapulted tech stocks into the stratosphere. Sarah Hansen, Bella Albrecht The call is coming from inside your portfolio. Russel Kinnel Offerings from Federated Hermes and Invesco stand out. Gabe Alpert Q3 earnings reflected sequential improvement driven by record auto deliveries and energy storage deployments. Seth Goldstein These undervalued stocks with wide and narrow moats have increased their dividends for 25 consecutive years or more. Susan Dziubinski Discord joins the list of upcoming new stock offerings, with plans to grow through ads and in-platform monetization. Eric Bellomo More New Stock Analyst Reports F5 (FFIV) reported solid fiscal fourth-quarter results that included sales of $810 million, up 8%, and adjusted operating margin of 37%, up 260 basis points. The firm's fiscal 2026 outlook included the projected negative impacts of the recent China-backed breach of the firm's BIG-IP products. While F5 claims to have contained the fallout of the state-backed cyberattack, we have seen with other companies, such as Okta and SolarWinds, that cyber breaches are usually followed by a dramatic slowdown in sales growth as customers choose to shop elsewhere. New Fund Analyst Reports American Funds US Government Securities (AMUSX) benefits from a highly skilled team that delivers government exposure while nimbly positioning interest rate risk. The Tools You Need to Invest Like an Analyst |






