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PODCAST

Simple, but Not Easy

Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.

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All Episodes

00:48:36

Market Turbulence and Loss: Behaving Well When...

Simple, but Not Easy ·

2020/03/02

Market losses like the recent coronavirus-induced decline can be upsetting. We're rebroadcasting this episode in which Andrew Lill and Ryan Murphy discuss what investors can do to prepare for market declines and how to respond once losses happen. Lill is the chief investment officer, and Murphy the head of decision science, both at Morningstar Investment Management LLC.

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00:33:28

Outlook 2020 Pt. 2: Finding Opportunities When Most...

Simple, but Not Easy ·

2020/02/24

We conclude our two-part conversation on our Outlook for 2020 and beyond with views on asset classes we view as being attractively priced. Philip Straehl, head of capital markets & asset allocation, Americas, and Tanguy de Lauzon, head of capital markets & asset allocation for EMEA, return to share their views. Important Disclosure: Returns for U.S. stocks are indicated by the Morningstar US Market Index.

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00:22:19

Outlook 2020, Pt. 1: Assessing the Aggregate...

Simple, but Not Easy ·

2020/02/10

We begin our two-part conversation on our Outlook for 2020 and beyond with a look at the aggregate risk/reward landscape around the world. Host Drew Carter welcomes Philip Straehl, head of capital markets & asset allocation, Americas, and Tanguy de Lauzon, head of capital markets & asset allocation for EMEA. Important Disclosure: Returns for U.S. stocks are indicated by the Morningstar US Market Index; for global stocks by the Morningstar Global Markets Index; for emerging markets stocks by the

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00:31:07

Is Dollar-Cost Averaging Irrational? Compared to What?

Simple, but Not Easy ·

2020/02/03

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets?

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00:29:54

Helping Others: 2 Financial Advisors Share the...

Simple, but Not Easy ·

2020/01/27

Peter Dugery, head of sales at Morningstar Investment Management, leads a discussion on the environment advisors face today. His guests are Matt Unger, the founder and managing director at Focus Asset Management, an independent RIA in Dallas, and Jason Baker, co-founder and president of Baker Wealth Management in North Carolina.

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00:37:36

Picking Stocks for the Long Run: 4 Portfolio Managers...

Simple, but Not Easy ·

2020/01/13

Four portfolio managers describe how they evaluate and select stocks for their concentrated portfolios.

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00:42:12

Theories, Crowds, Bubbles, & Bees: Daniel Needham on...

Simple, but Not Easy ·

2020/01/06

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment officer, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses to help them make rational decisions

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00:49:32

Markets Quiz: Test Your Knowledge!

Simple, but Not Easy ·

2019/12/16

Questions? Contact us at simple@morningstar.com.Learn more about Morningstar® Managed PortfoliosSM at mp.morningstar.com.

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00:36:58

Red Dusk: Do Post-Rally Prices Call for Russian...

Simple, but Not Easy ·

2019/12/09

Take our markets quiz before Dec. 16! Follow this link now: https://bit.ly/36cXEo9

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00:35:01

Talking Turkey: Pt. 2

Simple, but Not Easy ·

2019/11/25

In part two of our giving-thanks episode, more members of our investment team share what they're thankful for, and what they'd be thankful for if it were to happen. John Owens talks IPOs, Marta Norton is doubly thankful, Paul Arnold looks forward to greater wealth equality, and Shannon Steiner--new to the podcast--is thankful for her internship with Investment Management and discusses the findings of her study of Morningstar Investment Management's record of selecting funds over more than two

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00:32:59

Talking Turkey: What We're Thankful for in 2019, and...

Simple, but Not Easy ·

2019/11/18

Ryan Murphy talks about why it's good to give thanks, and how it can make us better investors. Then Brian Huckstep, Dan McNeela, Cindy Galiano, and Mike Stathakis share what investment developments they're thankful for, as well some things they would be thankful for if they came to pass. Drew Carter hosts.

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00:48:12

Market Turbulence and Loss: Behaving Well When...

Simple, but Not Easy ·

2019/10/28

Market losses can be upsetting. Aside from the pain of losing money, there’s something about it that just doesn’t feel right. Yet, we know that market dips, declines, and disasters are all a part of investing. So, what can investors do about them? Host Drew Carter is joined by Andrew Lill, chief investment officer, and Ryan Murphy, head of decision science, both at Morningstar Investment Management LLC, to discuss what investors can do to prepare for market declines, and how to respond when we

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00:46:08

Contrarian Ideas: Have Lower Oil Prices Made Energy...

Simple, but Not Easy ·

2019/10/18

On September 14, 2019, Saudi Arabian oil fields were attacked, leading to a spike in oil prices. But the spike quickly subsided, with prices falling back—and even below—their pre-spike prices about two weeks later. But the phenomenon of lower oil prices is of course not new. And that’s reflected in the returns of U.S. stocks in the energy sector, which lost an average of about 5% a year over the five years ended September 30, according to S&P 500 sector index data on Morningstar Direct. The S&P

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00:13:31

Better Decision-Making Through Diverse Opinions, Pt. 2

Simple, but Not Easy ·

2019/10/14

Getting more women into portfolio management might seem like a no-brainer. But Marta Norton, portfolio manager at Morningstar Investment Management, says "it’s a knotty problem because you don’t want people to have women or diversity on their team … just for the sake of having that kind of diversity. As a woman, I find it kind of insulting when people say, 'We need to have a woman here,' because then you don’t feel like you’re earning it by your own merit. And I feel very strongly that I’ve earned

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00:30:23

Better Decision-Making Through Diverse Opinions, Pt. 1

Simple, but Not Easy ·

2019/10/07

Getting more women into portfolio management might seem like a no-brainer. But Marta Norton, portfolio manager at Morningstar Investment Management, says "it’s a knotty problem because you don’t want people to have women or diversity on their team … just for the sake of having that kind of diversity. As a woman, I find it kind of insulting when people say, 'We need to have a woman here,' because then you don’t feel like you’re earning it by your own merit. And I feel very strongly that I’ve earned

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00:39:07

Value Investing: Intelligent Investing Aims to Get...

Simple, but Not Easy ·

2019/09/30

Too often value investing is confused with the value style, and value investors are mistakenly thought to buy only value stocks. Daniel Needham, president and chief investment officer at Morningstar Investment Management, shares his views on value investing and on the way his team uses a valuation-driven approach to multi-asset investing. After all, as Charlie Munger has famously said, “All intelligent investment is value investment because why would you want to buy something which wasn’t worth

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00:32:04

Think Integration, not Outsourcing: The Importance of...

Simple, but Not Easy ·

2019/09/23

Is "outsourcing" a dirty word? Are managed money offerings all the same? Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money manager to handle client portfolios. Drew Carter hosts. Matt is managing director, Americas, at Morningstar Investment Management, and Peter is head of sales at the same firm.

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00:28:21

Dump the Dow: Why What You Pay Attention to Matters

Simple, but Not Easy ·

2019/09/16

In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors. John, who's a senior equity portfolio manager at Morningstar Investment Management, explains why investors should disregard single-day Dow point drops, and also any short-term performance. Ryan, who's head of decision science at Morningstar Investment Management, shares some recent research that shows someone's risk perspective can be affected

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00:36:42

Getting Personal: Getting to Know How Advisors Get to...

Simple, but Not Easy ·

2019/09/09

In today's episode, host Drew Carter gets up close and personal--into investing, that is. Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: If you’re an investor, how well does your financial advisor know you? And advisors, how much time have you taken to get to know your clients? Joined by Morningstar Investment Management group's Matthew Radgowski, chief operating officer for the

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00:52:11

Our Back-to-School Reading List (Part 2)

Simple, but Not Easy ·

2019/08/26

While host Drew Carter is on sabbatical, producer Sammie Spector guest hosts a two-part series on top reading recommendations from Morningstar employees. Guests include everyone from our portfolio managers to our sales directors, as well as a glimpse into our Investment Management Book Club and an interview the Morningstar HQ librarian.

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131 results

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