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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

00:16:18

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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00:19:44

Microsoft Bets Big on AI: What Investors Should Know,...

Investing Insights ·

2023/08/17

In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:Big Tech and AIWhat Gives the More Established Companies an Edge?Small Companies and AIWhat’s Next for Microsoft and AI?How to Integrate AIWill People Have to Pay to Interact With for Artificial Intelligence?AI Hype vs. AI RealityWill Google Be Next to Lead the AI Race? The Chase in the AI RaceMicrosoft Stock Outlook Read

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00:17:33

Microsoft Bets Big on AI: What Investors Should Know,...

Investing Insights ·

2023/08/10

: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition. Timestamps:OpenAI’s Origin Story OpenAI Dropped ChatGPT-4Microsoft and Open AI PartnershipWhat is AI’s Market Size?NVIDIA’s Role in Microsoft's AI Read about topics from this episode. After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?Microsoft and AI: Believe the Hype?Microsoft Earnings: Solid Performance, With Azure

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00:21:10

Interest-Rate Forecast: What’s Next?

Investing Insights ·

2023/08/04

In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start. Meta’s “App-y” FamilyMicrosoft’s Strong Q4Barbie Boost Could Fall Interest Rates OutlookWill There Be Future Interest Rate Hikes?Inflation Is FallingThe Economy is StrongHow Long Will Economic Growth Last?When Will the Fed Start Cutting Interest Rates?Retiring Earlier Than Expected? How to

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00:16:53

What To Do With Your Cash Right Now

Investing Insights ·

2023/07/28

In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds. Netflix Surpassed ExpectationsUnited Airlines Q2 Results SoaredPNC Projected Slower Growth Inflation, Cash, and BondsBond Outlook 2023Why Should Investors Consider Bonds?Opportunity Costs of Holding Money in Bond FundsIncome In Investor’s Portfolio5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings Read about topics from this

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00:21:43

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Investing Insights ·

2023/07/21

In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.TimestampsJPMorgan Starts Strong in Q3 Threads Breaks Records, but Will It Produce Profits? Uber and Dominos Deliver a New DealThe Nasdaq 100 Needs Changing What is the Nasdaq 100? The ‘Magnificent Seven’ The Nasdaq’s Special Rebalance Which Companies Will Gain from the

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00:10:22

Hiring a Financial Advisor? Honesty Counts (With...

Investing Insights ·

2023/07/14

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People in the U.S. Work with Financial Advisors?Financial Need and Financial AdvisorsMost Common Reasons for Hiring a Financial AdvisorBehavioral CoachingWhat If It’s Not a Match?What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your Financial Advisor? When To

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00:11:10

Firing Your Financial Advisor? When To Stay, When To Go

Investing Insights ·

2023/07/07

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Investors Stop Working with Financial Advisors?6 Most Common Reasons to Fire an AdvisorWhat Are Investors Actually Looking For?Quality, Cost, and Performance FactorMoney Conversations with Your Advisor How To Repair Your Relationship with Your Financial AdvisorWho Is Most Likely to Breaking Up with an Their

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364 results

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