Morningstar

• Morningstar has identified four Asia equity funds from Wellington Management, Allianz GI, Barings, and iShares as top picks for investors seeking AI exposure. • One highlighted strategy focuses on Korean equities, utilizing a bottom-up analysis and a "growth-at-a-reasonable-price" investment style. • Managed by Singapore-based Eunice Hong and co-manager Julie Lee, the fund aims for a 3% gross outperformance against the MSCI Korea Index.

• Morningstar analysts have released their top stock picks for Q3, focusing on undervalued opportunities across various market sectors. • Analyst Sean Dunlop identifies the financial sector as particularly attractive, arguing that current market fears regarding AI disruption and private credit cracks are indiscriminate. • Specifically, Morningstar recommends Charles Schwab (SCHW) and Bank of America (BAC) as favored stocks to buy amidst this volatility.

• Morningstar identifies three core stocks as overvalued on March 24, 2026, recommending investors scale back holdings. • Estee Lauder shares declined after reports of Japan's Sumitomo Mitsui Financial Group exploring a takeover, while Puig shares rallied in Madrid. • The analysis urges taking profits amid high valuations, with Estee Lauder in turnaround mode showing minimal reaction to news.