Michael Field, CFA
@mstarmarkets_eu
Chief European Market Strategist at Morningstar
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A global phenomenon, healthcare stocks are a top area to look at right now businessinsider.com/morningstar-ti…
The most shocking line in this whole article: "AI capital spending accounts for an estimated half of US GDP growth." global.morningstar.com/en-gb/stocks/w…
global.morningstar.com
Why the AI Spending Spree Could Spell Trouble for Investors | Morningstar UK
As Big Tech pours trillions into AI infrastructure, history warns of overinvestment, shrinking returns, and rising risks.
Thank you Donald Trump ft.com/content/ec63d6…
Bad news of the London market ft.com/content/5c16c6…
Despite middling oil prices, oil giants like Shell are muddling through, partly thanks to side-hussles like trading cnbc.com/2025/10/30/she…
Volumes finally picking up for consumer giant Unilever global.morningstar.com/en-gb/stocks/u…
Mixed results for Roche, but this is a 5 star stock at present global.morningstar.com/en-gb/stocks/r…
The market wasn't overly impressed with SAP's Q3 results, but we see plenty of upside in the share price global.morningstar.com/en-gb/stocks/s…
Be it the influence of AI or just the drive to "do more with less", the labour market is turning wsj.com/tech/amazon-to…
One of our top picks in the consumer space global.morningstar.com/en-gb/stocks/s…
global.morningstar.com
Stock of The Week: Is Diageo Stock a Buy? | Morningstar UK
Diageo is in limbo. Does that represent an opportunity for investors?
Michael Field, chief equity strategist at Morningstar, told CNBC the move was “another step in the right direction for Europe.” cnbc.com/2025/10/23/air…
Decent explanation on the recent moves in gold ft.com/content/ef885f…
Not the easiest time to be involved in the shipping industry, as per DSV's results this morning....... "Demand is softer, currently the market is a bit more challenging," Chief Financial Officer Michael Ebbe
Heinken's results were very telling of the difficult consumer market out there, prices higher, volumes lower
SAP earnings might look good on this neat graphic, but the market certainly wasn't happy with them. We see decent upside from here though!
The first of the Mag 7 to report earnings and the news wasn't great. Shares down close to 4% after hours ft.com/content/8476bc…
The reality of tariffs is the cost to industries like autos, both in terms of time and money cnbc.com/2025/10/20/tar…
Big tree fall hard finance.yahoo.com/news/netflix-s…
It seems this deal is a better one for Kering than L'Oreal global.morningstar.com/en-gb/stocks/l…
Some high quality European names on this list global.morningstar.com/en-gb/stocks/b…
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