June/July 2018 Strategies Research 68 Stop Guessing 73 The New Pass-Through Business Tax Break 75 The Popularity Asset Pricing Model 80 New Tools Assess Carbon Risks in Portfolios 85 Manager: Patience Required Passive: The Whole Package Equity: Brand-Name Benefits Tax Wise Quant U Investment Research Best Ideas 86 87 Investors Morningstar Conversation 88 Active vs. Passive Redux 94 A Focus On Essentials 98 101 Dressing for an Amazonian Storm Sector Snapshot: Consumer Cyclical 102 Retirement Planning Is Just the Beginning Undiscovered Manager Sector Rap User Profile Data Dashboard 110 Morningstar Global Market Barometer Morningstar Global Valuation Lens Morningstar Global Fund Flows 112 Ten Questions 104 106 4