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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.

business investing

All Episodes

00:38:41

Our Back-to-School Reading List (Part 1)

Simple, but Not Easy ·

2019/08/19

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 Christine Benz as well as portfolio managers, sales directors, and behavioral scientists, to provide a variety of reading material ranging from investment self-service books, to environmental sustainability, as well as one 'picture book' and perhaps the only investment principles book in the fiction genre.

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00:27:27

"The Largest Purchase Most Americans Will Ever Make":...

Simple, but Not Easy ·

2019/08/12

When you save and invest, most likely your biggest financial goal is retirement, a topic that can be daunting or even frightening on both a personal level and on a macro level. Host Drew Carter discusses the state of retirement with David Blanchett, head of retirement research at Morningstar Investment Management, who has called retirement the "largest purchase most Americans will ever make." Today's discussion revolves around the "right" age to retire, online savings and management tools, retiring

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00:17:27

Bringing Their "A-Game": Advisors as Behavioral Coaches

Simple, but Not Easy ·

2019/08/05

Today's episode explores what the role of financial advisors really entails. When you think about, did the role of 'behavioral coach' cross your mind? Guest Ryan Murphy, Ph.D., head of decision sciences at Morningstar, Inc. thinks it should. Host Drew Carter and Ryan Murphy discuss the responsibilities, such as behavioral coaching, that may be central to an advisor’s role, perhaps even more important than some traditional roles, like, say, building investment portfolios.

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00:40:50

The Next Generation of Investors: A Conversation with...

Simple, but Not Easy ·

2019/07/29

Millennials. Has a generation ever attracted so much attention from—or created so much angst within—the financial services industry? If you Google “Millennials and financial advisors” or “Millennials and investing,” you’ll find a dizzying array of surveys and published opinion pieces on the topic. And for good reason—Millennials and those that will come after them represent the future of investing and financial advice. Host Drew Carter decides to leave the surveys and data behind, and focus some

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00:45:11

Not-So-Crude Markets: Energy Infrastructure and MLPs

Simple, but Not Easy ·

2019/07/22

Like all investments, MLPs have risks investors should consider before making an investment decision. Those risks include governance features that can favor management over other investors, potential conflicts of interest, and concentrated exposure to a single industry or commodity. Since most MLPs are clustered in the energy sector, they can therefore be sensitive to shifts in oil and gas prices. There may be advantages and disadvantages associated with MLPs including, but not limited to, MLPs’ net

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00:26:33

Thinking in Bets, and About Biases: A Deep Dive into...

Simple, but Not Easy ·

2019/07/16

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00:17:18

A Contrarian View: Why We Prefer International Over...

Simple, but Not Easy ·

2019/07/08

Developed equity markets outside the U.S. have struggled mightily for about a decade since the global financial crisis. Individually, these markets have their unique struggles, whether it’s Brexit in the U.K. or sustained economic growth and profitability in Japan. So, why would anyone want to invest in these markets, let alone prefer them to the U.S. market? Portfolio manager Gareth Lyons, who covers equity markets outside the U.S., discusses his views with host Drew Carter.

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00:40:41

Sinking Treasury Yields: Our Views on the “Belly” of...

Simple, but Not Easy ·

2019/07/01

The U.S. Treasury market has seen a stunning turnaround in about six months. The Federal Open Market Committee voted to continue to raise rates last December, despite the ongoing stock-market rout. Shortly into the new year, the Fed changed its tune. Stocks rallied, but so did Treasuries, pushing the yield on 10-year notes down to nearly 2%. The fact is, we don't really know why this has happened. Assumptions of rate cuts, the possible end of the economic cycle (read: a pending recession), and even

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00:42:58

Some Like It Hot: Looking into the IPO Market

Simple, but Not Easy ·

2019/06/24

The market for initial public offerings, or IPOs, in the U.S. is hot, with household names like Lyft, Uber, and Pinterest coming to the public markets with a lot of media coverage and interest from investors. But many of these so-called unicorns who’ve achieved $1 billion valuations before they’ve gone public have never turned a profit. So, how can investors tell if these IPOs are potentially worth investing in? Host Drew Carter speaks with Ali Mogharabi, senior equity analyst at Morningstar

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00:34:26

Planting Sustainable Investing in Your Practice [Part 2]

Simple, but Not Easy ·

2019/06/18

Now that we've been given a great background on sustainable investing, Drew Carter turns our attention to how advisors and investors might go about investing in a sustainable way. Recorded on: April 5, 2019

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00:23:50

What Is Sustainable Investing? [Part 1]

Simple, but Not Easy ·

2019/06/14

Are you new to sustainable investing and ESG? Guests Jon Hale and Julie Koska of Morningstar Research Services explain how managers are incorporating environmental, social, and governance into investment decisions, why investors are flocking to ESG portfolios, and the effect of ESG on investment returns (which might surprise you). Drew Carter hosts. Recorded on: April 1, 2019

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131 results

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