Learn about Masco’s history, valuation, and competitive edge in the home improvement industry with insights from Morningstar’s Brian Bernard. On The Moat Show, we uncover the companies with economic moats, one stock at a time, by bringing on analysts from Morningstar to share their in-depth insights with you. The views and opinions expressed herein...

By Christopher Gannatti, CFA Global Head of Research Key Takeaways Japan’s equity market reached a 35-year record high in the first quarter of 2024, driven by the weakness of the yen against the U.S. dollar. The WisdomTree Japan Hedged Equity Fund (DXJ) and the iShares Currency Hedged MSCI Japan ETF (HEWJ) delivered compelling performance after [...]...

By Sunny Bokhari Associate Product Manager India Stack is empowering individuals, businesses, and entire communities to thrive in the digital age by leveraging mobile technology, 5G connectivity, and a robust digital infrastructure. India’s soft infrastructure, commonly referred to as “India Stack,” is the cornerstone of India’s digital transformation....

By Michael Cohick, Director of Product Management The first quarter of 2024 brought some notable shifts in the municipal bond landscape, reflecting broader economic trends and market dynamics. Although interest rate fluctuations drove a slight decline broadly, investment-grade municipals held up better than most comparable quality taxable fixed income...

By Jeremy Schwartz, CFA, Global Chief Investment Officer; Brian Manby, CFA, Associate, Investment Strategy Key Takeaways Real yields on Treasury bonds are currently high, making bonds look more attractive than equities in the short term, but the sustainability of these yields for long-term investment is questionable. Despite the current market conditions,...

By Nick Frasse, Associate Product Manager Semiconductor chips are crucial in artificial intelligence (AI), fueling everything from vast data centers to small edge computing devices. Nvidia has established itself as the leader in this field, particularly with its innovative H100 and most recent launch, Blackwell B200 GPUs. These products have helped...