Coronavirus

COVID-19 and your money

This curated list content will help you find information on what you need to do for YOU, how to play your investments (and your money), and what you can expect from the markets. This list is updated daily.

What you need to know

How to budget in tough times

5 steps to reduce your financial burden during these unprecedented times
Stocks to benefit from the takeout trend

These names have adapted to crisis and re-calibrated for growth
Ratings to refine your portfolio

After the outperformance of gold-rated funds in the recent sell-off, we talk about how Morningstar Quantitative Ratings make for a solid starting point for your portfolio research
Is technology the new king?

With the housing market temporarily frozen, and energy decimated, the technology sector has crept into the number one spot. Where does that leave Canada?
2010 vs 2020: How investing has changed

A look at the 10 biggest companies today and a decade ago reveals a lot about how investors are thinking
Will COVID-19 send us back to lockdown?

The first-ever virtual Morningstar Executive Forum finds that while our current situation is unprecedented, there are still opportunities, as long as investors know their risks and stay rational
The investments for the times

Take a look back at past downturns to see how each asset type fared when the going got tough with Morningstar's Director of Investment Research, Ian Tam, CFA
Amazon has challenges ahead

Competitors, consumers and regulators are changing the trillion-dollar ecosystem
Manager sees opportunities in small caps

CIBC Renaissance Global Small Cap’s JB Taylor is excited for valuations and opportunities not seen in 10 years
Morningstar Quantitative Ratings in the sell-off

Holding true even in the worst of times, the gold-rated funds outperformed those that rated neutral or negative
Taking Tesla seriously

If a recession can’t stop it then virtually nothing will – why the price is about right
Coronavirus vaccine progress accelerates

Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021
Don't miss a beat

Taking a break during 'down' months can make for losses, finds Morningstar's Director of Investment Research, Ian Tam, CFA
Four healthcare stocks racing to develop a cure

Opportunistic investors could consider companies with infectious disease and vaccine expertise
Canadian real estate remains resilient

Realosophy's John Pasalis says sales are steady but there are warning signs with rentals
Is Remdesivir-maker Gilead Sciences a 'buy'?

We take a closer look at the potential impact of Remdesivir's nearly certain approval on our valuation model for Gilead
Beyond Meat madness

The no-moat, no-meat burger stock is still too expensive
Gold shares or bullion as portfolio diversifiers?

The answer depends upon the size of the investment
Canada’s dividend aristocrats fall from grace

For now… Could their moves to cut payouts be a sign of strength?
Gold shines for this fund

RBC's approach to precious metals has paid off - miners, bullion and other related securities have made for a medalist performance
Canadian ESG funds grew faster

Morningstar research found superior strength in sustainable funds during the pandemic and oil price war
How to stay disciplined (and why it's important)

A look at how the coronavirus has affected the market and what to do about it, if anything
Berkshire meeting takeaway: extreme caution

This wide-moat firm's annual meeting reminded us to take caution and preserve cash.
Here come the robots

Why humans (and investors) need to get ready for the automatons to take over; and why it's a good thing
Should you buy oil right now?

Oil prices have turned negative for the first time in history. But there's more to investing in this commodity than the spot price, warns Morningstar analyst Kenneth Lamont
Top social distancing stocks

These companies are perfectly positioned to benefit as social distancing and lockdowns force businesses to adopt remote working solutions
Time for a new modern portfolio model?

The old stock/bond model may be getting less efficient and more volatile, and to help with that, new models are offering alternatives
Should you borrow to invest?

Right now, valuations have corrected, some stocks are yielding upwards of 6%, and borrowing rates are low, so the math works out
Is this time different?

With all the headlines and confusion, we want to make sure you’re headed in the right direction - this list of news will be updated daily, to help you stay informed and prepared
The tech fund that barely fell

How Fidelity Global Innovators stayed afloat, and the resilience of exciting names
Deals on dividend stars

Yields are looking very nice relative to today's prices - here are a few tips to help with your stock picks from Morningstar's Director of Investment Research, Ian Tam
Is it time to keep your distance from Zoom?

The teleconferencing platform has had a surge in users, but the freemium model is not without risks—some more embarrassing than others
This time’s recovery will take longer

BMO’s James Thai argues that as the market slowly recovers it’s critical to separate winners from losers
How have liquid alts performed in this downturn?

Surprisingly well.
When stars align

With every bear market comes opportunity
After China, where next?

Post-pandemic shuffling of supply chains out of China will reshape global manufacturing map and create investing opportunities – and risks
How have young investors reacted to COVID-19?

The pandemic-lead economic downturn has spooked already cautious millennial investors – but anecdotal evidence suggests that many are sticking to their investment objectives and goals
Tech sector now decently undervalued

The old stock/bond model may be getting less efficient and more volatile, and to help with that, new models are offering alternatives
Volatility is here to stay

BMO’s base case acknowledges that COVID-19 will devastate global economic growth for the second quarter, and this slowdown might well extend into the third quarter
How have ETFs fared during this bear market?

Ben Johnson explains what happened with value and growth, and discounts and premiums
Such a narrow stock market!

A few companies feast, while many beg
Allocating in uncertain times

Steadyhand shares some tips on portfolio management amidst the volatility
How to lose money

Even though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returns
Don't root for the home team too much

Over-investing in Canada can be a 'double-whammy' when it comes to risk, among other reasons to diversify geographically, explains Morningstar's Ian Tam
9 sources of emergency cash, ranked from best to worst

Credit cards are the easiest, but worst option – here’s eight others to try before you swipe
Now’s the time to buy

The current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna’s Marian Hoffmann
COVID-19: Will Canadian house prices fall?

In a word, yes. Funds (and managers) who have historically outperformed their peers have continued to do so in this current downturn
Corporate Debt: Zombieland 2

Could the coronavirus be the detonator for a debt-fuelled economic collapse?
How to avoid dividend cuts

Now is not the time to be chasing yield at all costs
Terminology of a downturn

What to understand about downmarket jargon like volatility, bear market, and recession
Why urgency now is need for calm

From an investment standpoint, now is the time for calm minds and a disciplined and methodical approach which includes having a plan and sticking to it
Why are China’s markets doing so well?

In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”
The opportunities in a recession

The rough road to recession ultimately leads to shiny new opportunities for those who hold on to their nerve – and quality stocks
When will stocks recover?

The four stages of (most) bear markets
When FOMO is warranted

The long-term pain of missing a major day of investment returns won’t be felt until years later – the only way to ensure you catch it is to stay invested
Long term economic effects will be modest

The US is slowing the coronavirus spread as drug makers race toward a vaccine; while the longer-term economic effect will be modest, say Morningstar analysts
COVID-19: Change in Bay Street sentiment

How have stock analysts changed their outlooks because of the virus?
What's going on with Canadian oil right now?

What happens with you get a supply - and demand - shock, and what to expect, explains Nicolas Piquard at Horizons ETFs
When standing pat doesn't sit well

A hands-off policy for your portfolio amid market volatility is usually the best advice, but there are exceptions to that rule
Was there any escape?

Little indeed: When the going got tough, diversification did not get going
What to do with Canadian banks?

The yields look good, but the risks are real, and it could get worse before it gets better
Was this market correction inevitable?

Lex Hall talks to director of equity research Johannes Faul about the stock market collapse and what coronavirus means for the global economy
The importance of staying invested in volatile times

Don't flee the market in a panic, but rather embrace the turmoil as an investment opportunity--you'll be better off in the long run
Virus brings rare entry for tech stocks

Wild weeks on Wall Street have opened some tempting opportunities
3 things to do right now

With COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada
Can circuit breakers stop panic selling?

Within the context of properly functioning of markets, circuit breakers can help with price discovery that could establish where the bottom is – but they also increase anxiety
How to slow down the slide

If your nerves can’t take it, here are a few things you can do to ease the pain
How Canadian funds are holding up

In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused
Risk, not volatility, is the real enemy

Grant us investors the wisdom to know the difference