Morning DigestApril 17, 2025 Susan Dziubinski As value stocks return to favor, these highly rated exchange-traded funds stand to benefit. 
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Editor's Picks 
For long-term investors, success is measured in years and decades, not days. Dan Lefkovitz 
International bond fund managers see the need for a yield premium on US bonds, but differ on the reasons. Sara Silano 
Meanwhile, Fed Chair Powell warns tariffs could raise inflation and hurt economic growth. Ollie Smith, Sarah Hansen 
Amid a hostile political environment, experts make the case for investing in sustainable energy stocks. Valerio Baselli Investing Insights Daily portfolios give a glimpse into real-time market reactions. Jack Shannon These Gold-rated ETFs control risk in a risky category. Zachary Evens Diversifying stock portfolios can smooth out performance without giving up much in return. Bryan Armour Nontraditional-equity funds set a fresh record in Q1, and other takeaways from March fund flows. Adam Sabban, Ryan Jackson Watching tariff pressures, robotaxi progress, and EV expansion, here’s what we think of Tesla stock. Seth Goldstein Trade Desk took a hit after an earnings miss, and it’s now facing a tougher economy for advertising. Frank Lee More We expect these issues to mute long-term revenue growth as well. Brian Colello Schwab’s competitive position grows stronger each year. Sean Dunlop We expect Nvidia’s China business to fall to nearly zero. Brian Colello If the firm can achieve these targets, we’d see the stock as fairly valued. Matthew Dolgin Investors shouldn’t make long-term readouts from quarterly orders. Javier Correonero New Stock Analyst Reports Progressive (PGR) enjoyed strong market considerations in the first quarter and built its market share. Progressive continues to see unusually high profitability, with the trailing 12-month return on equity of 34% well above its historical average. Policies in force growth of 22% year over year—driven by 18% growth in the agent channel and 25% growth in the direct channel—was roughly level with the previous quarter and suggests that the company continues to take significant share. The combined ratio for personal auto remains at a very attractive level, coming in at 85.6% during the quarter compared with 84.5% in the year-ago period. New Fund Analyst Reports Columbia Strategic Income (COSIX) competitively leverages the firm’s global capabilities and its wide opportunity set. The Tools You Need to Invest Like an Analyst Stay connected:
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