Morningstar, Inc. - May 12, 2026
Which Asset Types Have Held Up Best in Recessions?
Plus: Morningstar’s Guide to Portfolio Diversification During...
 Morning DigestChristine Benz Stocks have been unreliable, but one asset class stood out across every recessionary period we examined. 
ADVERTISEMENT  Morningstar's Guide to Diversification  These low-cost TIPS funds and ETFs earn top ratings from Morningstar in 2026. Susan Dziubinski  Some asset classes tend to fare better than others when inflation is higher than average. Amy Arnott  Plus, the investments that could be better suited for a different bucket. Jason Kephart, Ivanna Hampton  5 key takeaways for liquid alternatives. David Reyna  Build a resilient portfolio by diversifying with a variety of investments. Tori Brovet Investing Insights A value investor explains how to seize opportunity when a good company ‘slips on a banana peel.’ Amy Arnott, Ben Johnson Plus, more updates on key AI companies. David Sekera, Susan Dziubinski Boston Scientific and PayPal Holdings are now seen as significantly undervalued. Bella Albrecht Wells Fargo and IBM are among the stocks that fell into undervalued territory. Bella Albrecht Sandisk and Qualcomm are among the stocks now rated as expensive. Bella Albrecht New Stock Analyst Reports Monster Beverage's MNST first-quarter sales increased by 22% (currency-neutral). International was very strong, up 33%. An unfavorable mix, higher aluminum can and freight costs offset higher prices and overhead cost leverage to narrow adjusted operating margin by 18 basis points to 31.2%. Monster has posted four quarters of double-digit sales growth, gaining share in many of its markets by leveraging the strength of its core portfolio, bolstered by innovation and marketing. New Fund Analyst Reports The established fundamental credit research capabilities backing Fidelity Corporate Bond (FCOR), which includes a mutual fund and exchange-traded fund, inspire confidence, but the strategy still has more to prove. Fidelity carefully navigated a 2024 manager transition, at which point Jay Small stepped into his current role as lead. The internal reshuffling was an apt reflection of the firm’s preference to fill leadership seats, whether in research or portfolio management, with established firm veterans rather than external hires. The Tools You Need to Invest Like an Analyst Stay connected:
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