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Michael Field CFA

@mstarmktstgst.bsky.social

Lots of European healthcare companies on this list, including GSK, Novartis and Roche
www.morningstar.com/stocks/best-...

Best Healthcare Companies to Own: 2026 Edition

These companies largely earn their competitive advantage from intangible assets, and their stocks are great choices for an investor’s watchlist.

www.morningstar.com

December 23, 2025 at 10:07 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Loads of attractive names on this list, including UK homebuilders Persimmon and Taylow Wimpey
global.morningstar.com/en-gb/stocks...

Which UK Mid-Cap Stocks Are Undervalued? | Morningstar UK

Stocks include housebuilder Persimmon, budget airline easyJet and British Gas owner Centrica.

global.morningstar.com

December 17, 2025 at 1:25 PM

Michael Field CFA

@mstarmktstgst.bsky.social

Broad base of div sectors across many sectors on offer
global.morningstar.com/en-gb/stocks...

Top FTSE 100 UK Dividend Paying Stocks | Morningstar UK

All the latest income news from earnings season and upcoming dividend payments.

global.morningstar.com

December 15, 2025 at 12:02 PM

Michael Field CFA

@mstarmktstgst.bsky.social

Its been a strong year for Europe whatever way you look at it
global.morningstar.com/en-gb/market...

With Defense Stocks Falling and AI Booming, Is Europe Still a Buy in 2026? | Morningstar UK

Despite a loss of momentum, investors in European stocks have had another good year.

global.morningstar.com

December 15, 2025 at 12:00 PM

Michael Field CFA

@mstarmktstgst.bsky.social

The good news is that for stocks like Persimmon, we see plenty more upside
global.morningstar.com/en-gb/stocks...

The 10 Best-Performing UK Dividend Stocks | Morningstar UK

AstraZeneca and British American Tobacco are among November's high-yielding winners.

global.morningstar.com

December 3, 2025 at 8:14 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Defence giant BAE makes the list
global.morningstar.com/en-gb/stocks...

The 10 Best Global Companies to Invest in Now | Morningstar UK

These high-quality companies offer the best stocks to buy today.

global.morningstar.com

December 3, 2025 at 8:13 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Where BOA goes, others will follow

finance.yahoo.com/news/bank-of...

Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto

Bank of America is opening up its crypto recommendations to wealth management clients in the year ahead.

finance.yahoo.com

December 2, 2025 at 1:38 PM

Michael Field CFA

@mstarmktstgst.bsky.social

Active fund managers seem to be selectively selling some of the Mag 7, notably retaining their exposure to Nvidia and Alphabet though
global.morningstar.com/en-gb/stocks...

10 Stocks the Best US Fund Managers Have Been Selling in 2025 | Morningstar UK

Top investors have taken profits in these names.

global.morningstar.com

December 2, 2025 at 9:10 AM

Michael Field CFA

@mstarmktstgst.bsky.social

SSE in particular has been a great performer for us, but now we see better opportunities
global.morningstar.com/en-gb/stocks... to

Best- and Worst-Performing UK Stocks | Morningstar UK

SSE and ITV rank among the best stocks in November 2025, while the worst include JD Sports Fashion and Rightmove.

global.morningstar.com

December 2, 2025 at 9:09 AM

Michael Field CFA

@mstarmktstgst.bsky.social

This move could pave the way for increased possibility for UK banks
www.ft.com/content/bf67...

BoE lowers capital requirements for UK banks as they pass stress tests

Move by Financial Policy Committee comes in first review in six years

www.ft.com

December 2, 2025 at 8:34 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Still a lot of upside for this low cost airline
global.morningstar.com/en-gb/stocks...

global.morningstar.com

November 28, 2025 at 9:12 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Banks is a sector we don't immediately relate to tariffs, but there are risks
global.morningstar.com/en-gb/stocks...

Which European Banks Are Most Exposed to US Tariff Risk? | Morningstar UK

Banks with the greatest exposure to US export-related sectors and corporate lending are the most vulnerable.

global.morningstar.com

November 28, 2025 at 9:11 AM

Michael Field CFA

@mstarmktstgst.bsky.social

A good synopsis of the UK Autumn budget
global.morningstar.com/en-gb/stocks...

FTSE 100 Winners and Losers: Banks Up, Housing Stocks Down on Autumn Budget | Morningstar UK

Sectors that were targeted or spared the chancellor’s tax changes gave an immediate response.

global.morningstar.com

November 28, 2025 at 9:10 AM

Michael Field CFA

@mstarmktstgst.bsky.social

European tech player Nice no 1 on the list 🙌
global.morningstar.com/en-gb/stocks...

The Best Tech Stocks to Invest in | Morningstar UK

These 12 undervalued technology stocks look attractive today.

global.morningstar.com

November 28, 2025 at 9:09 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Companies doing "more with less" seems to be extending to seasonal jobs
www.bbc.com/news/article...

Holiday job seekers confront an 'incredibly stressful' market

Seasonal hiring is poised to drop to its lowest level since 2008, a sign of caution among US businesses in the face of tariffs and consumer angst.

www.bbc.com

November 26, 2025 at 12:38 PM

Michael Field CFA

@mstarmktstgst.bsky.social

Drug failures are never good, but this is why companies like Novo aren't dependent on a single drug in their pipelines.
global.morningstar.com/en-gb/stocks...

Novo Nordisk: Alzheimer’s Failure Puts More Pressure on Oral Semaglutide Launch in Obesity | Morningstar UK

We think Novo Nordisk stock is moderately undervalued.

global.morningstar.com

November 26, 2025 at 8:14 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Big names like Airbus and Lloyds are suddenly looking attractive
global.morningstar.com/en-gb/stocks...

11 Newly Overvalued Stocks this Month | Morningstar UK

Lloyds Banking Group and Airbus are among those rated as expensive stocks.

global.morningstar.com

November 25, 2025 at 7:25 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Rheinmetall down 17% in the last month
global.morningstar.com/en-gb/stocks...

European Defense: Overreaction to Potential Ukraine Deal Ignores the Real Drivers of Demand | Morningstar UK

Our update on select stocks from the Aerospace & Defense industry.

global.morningstar.com

November 25, 2025 at 7:24 AM

Michael Field CFA

@mstarmktstgst.bsky.social

All in all, Euro div payers have done quite well
global.morningstar.com/en-gb/stocks...

How Europe’s Largest Dividend Stocks Have Performed in 2025 | Morningstar UK

UK and Swiss stocks dominate the list of best dividend performers so far this year.

global.morningstar.com

November 24, 2025 at 9:30 AM

Michael Field CFA

@mstarmktstgst.bsky.social

Michael Field, chief equity strategist at Morningstar, told CNBC on a call that while he was not “ignoring the risk of a bubble altogether,” he did not believe one had already formed in markets.
www.cnbc.com/2025/11/24/a...