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Investing Insights

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

business investing

All Episodes

00:13:14

AI Can Help Restaurants Innovate, But Will It Deliver...

Investing Insights ·

2024/01/12

Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay. Tech and the Restaurant Industry Can AI Speed Up Tech Evolution?How Digital Adoption Can Grow Bottom Lines"Tipflation” FrustrationLoyalty Programs Lead to Higher Customer SpendingSocial Media and Advertising Buzz Restaurant Industry Forecast for 2024Restaurant Stock

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00:16:38

Betting Big on Stocks Rarely Beats Boring Investing

Investing Insights ·

2024/01/05

Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.What is a “Big Bet”?Active Managers Are Increasing Their Big BetsDid Big Bets Help or Hurt Portfolios?Wagering and the Magnificent SevenCan Market Concentration Explain Big Bets?Best and Worst Bets Over the Last 25 YearsDid Winning Stock Pickers Beat The Benchmark

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00:12:56

5 Pieces of Good News for Investors as 2023 Wraps Up

Investing Insights ·

2023/12/22

Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.What to Expect from the Fed in 2024Inflation and Housing Dropping Bond Yields The Magnificent Seven StocksNvidia Stock vs Cisco StockWho Is Next to Benefit from AI?Outlook for Obesity Drug Stocks The Bond Market in 20232024 Outlook Read

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00:20:56

Charlie Munger, Warren Buffett Built Berkshire...

Investing Insights ·

2023/12/15

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend. Instacart’s CompetitionLululemon’s Q3 Beats Morningstar’s ExpectationsHoliday Shopping Season and Consumer SpendingRetailers’ MoodSales ExpectationsHow

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00:17:59

Why are Active ETFs Everywhere, and Are Investors...

Investing Insights ·

2023/12/08

With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that. Timestamps:Salesforce’s Strong QuarterIntuit’s Solid Top and Bottom LinesSnowflake’s Mixed Quarter ResultsWhat is Driving Interest in Active ETFs?Why Are There Such High ETF Flows?Are Active Investors Leaving Mutual Funds for Active ETFs?Advantages of Active ETFs Disadvantages of Active

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00:21:33

Timing the Market Doesn’t Work — We Did the Math

Investing Insights ·

2023/12/01

Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.NVIDIA’s Outstanding Fiscal Q3 Revenue Cisco’s Gloomy Full-Year OutlookShopping Boosted Walmart’s Q3, But Uncertainty Remains Going into HolidaysWhat Investors Should Pay Attention to From the United Nations

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00:16:05

Make the Most of Your HSA Benefits and Investments in...

Investing Insights ·

2023/11/24

Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing. What is an HSA?HSA vs. FSAHSA Limits Are Increasing in 2024How To Maximize the Triple tax BenefitHow to Switch an HSA ProviderWhat to Look for When Shopping for a Health Savings AccountBest HSAs for SpendingBest HSAs for

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00:16:18

Headwinds Hold Airlines Back, But Check Out These...

Investing Insights ·

2023/11/17

Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out.Uber’s Profit and Demand Cruised AheadRoblox Reported Rise in Global Growth Kellanova Benefitted From Higher Prices Holiday Travel Season and North American AirlinesHow Southwest Airlines is Preparing for the HolidaysWhat We Can Expect From Travel Demand and Ticket

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00:16:08

Higher Bond Yields and Interest Rates Are Here to Stay

Investing Insights ·

2023/11/10

Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms.Apple’s Solid Fiscal Fourth QuarterEli Lilly’s Diabetes Drug Lift in Q3McDonald’s Is Resilient Under Inflation Pressure‘Higher for Longer’ EraTight vs. Loose Financial

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00:13:24

New iShares Target-Date ETFs Provide Different...

Investing Insights ·

2023/11/03

Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings. Amazon Impressed in Q3Google Ad Rebound Lifts Alphabet Visa Benefits from Travel Bounce BackBlackRock’s Bring Back Target-Date ETFsChanges to the ETF SpaceWhat is BlackRock Offering? ETFs vs. Mutual FundsCan BlackRock’s Targeted ETFs Be a Part of 401(k)s?Is BlackRock Successful?Fed Focused on Higher for Longer, But Rate Cut

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00:28:35

5 Scary Stocks for You to Avoid This Halloween

Investing Insights ·

2023/10/27

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks. Tesla’s Q3 Took a HitNetflix’s Strong Subscriber GrowthUnited Airlines Predicts Airline Industry Changes 5 Scary StocksWhat Makes These Stocks So Scary?What If You Own Scary Stocks The Year of Tech Supply Chain and XPO StockAdvertising and Content

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00:20:38

Navigating Medicare Open Enrollment for 2024

Investing Insights ·

2023/10/20

Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period. itigroup Q3 Earnings Crushed EstimatesStrong Travel Demand Lifted Delta’s Q3 EarningsSocial Security and Medicare in 2024The New Social Security COLA2024

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00:11:12

Falling Mutual Fund and ETF Fees a ‘Big Win for...

Investing Insights ·

2023/10/13

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.Fund Fees History Fund Flow TrendsFalling Fund Fees What is Happening with Retirement Accounts?Is There a Shift in the Financial Advice Industry?Why Investors May Not See Savings What is a ‘Greenium’?Vanguard Wins Cheapest Average Fund FeesHow Low Can Fund Fees Go?Two Fund Picks Read about topics from

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00:23:49

TikTok: Risky Tax Advice and Supersize Valuations

Investing Insights ·

2023/10/06

Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap.How are Companies like ByteDance Valued?Why Valuations MatterByteDance and Tech’s 2023 RallyTikTok, Meta, and Snap TikTok’s Business RisksThe “Unicorn of all Unicorns”IRS Releases Memo About TikTok TrendAudit Warning What the TikTok

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00:22:13

Payment Pause Ends: Student Loan Expert Shares...

Investing Insights ·

2023/09/29

Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan. New-Home Sales Have Remained ResilientFedEx Missed Morningstar’s ExpectationsMicrosoft’s Activision Blizzard Buyout Student Loan Repayments and “The Institute of Student Loan Advisors”How To Prepare for Student Loan Payments Younger Borrowers vs. Older BorrowersShifting Student DebtRisks of

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00:22:48

UAW Strike Raises Investor Risks

Investing Insights ·

2023/09/22

Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.Apple’s Innovation in Q3Smucker’s is Growing Its Snacking PortfolioMorningstar Expects More Deals from Disney An Unprecedented UAW StrikeWhat are the UAW Strike Counteroffers? Advantages and Disadvantages of a Standup StrikeWould Meeting the Strike’s

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00:16:12

3 of the Best Robo-Advisors, and One of the Worst

Investing Insights ·

2023/09/15

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors. Timestamps:What's a Robo-Advisor?Investor Benefits From Robo-AdvisorsDid 2022 Stand Up Against 2023?Tax Loss HarvestingLimitations of Digital Investment AdviceRobo-Advice vs. Human AdviceRobo-Advisor FeesThe Best Robo-Advisors Advisors of 2023Schwab Intelligent PortfoliosFidelity GoVanguard

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00:13:31

Stocks to Consider as the U.S. Pushes to Reclassify...

Investing Insights ·

2023/09/08

In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.Salesforce Soared Among the CloudsUnited Auto Workers Vote to Approve a StrikeBest Buy’s Better Q2Cannabis Stocks Slow Growth HHS Recommends Rescheduling Cannabis Canadian Cannabis Companies Cannabis Stocks Look Cheap Cannabis Stock Outlook Read

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00:28:12

From “Ripped Off” to a “Better Deal” – How Investors...

Investing Insights ·

2023/09/01

In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors. Timestamps:00:44 Will Investors Try Birkenstock on For Size?02:04 NVIDIA’s Sky-High Performance03:32 Mutual Fund Scandal’s 20th Anniversary22:19 5 Stocks to Sell Before Labor Day Read about topics from this episode. Birkenstock IPO:

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00:13:18

Economy Outshines ‘Uneventful Earnings’

Investing Insights ·

2023/08/25

Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.Timestamps:Earnings Season TrendsApple and Amazon EarningsWhat Did We See from the Banks in Q2?Key Trends and the U.S. Economy Will There Be a Recession? Inflation TrendsFed and Interest Rates OutlookStock Market OutlookNear-Term Stock OutlookWhat Headwinds Could the Stock Market Face?Takeaways forrom 2023 Read about topics from

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351 results

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