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PODCAST

Investing Insights

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

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All Episodes

00:12:43

Worried About Inflation? What to Know Before Buying...

Investing Insights ·

2025/05/16

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways:What Are TIPS?TIPS ETFs vs. TIPSFlows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor EditorHow TIPS Have Performed Against the Bond Market in 2025How Higher-for-Longer Interest Rates Could Create Higher RiskShould Investors Look to Short- or Long-Term TIPS

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00:17:52

Market Volatility: The Trade Deals That Could Calm...

Investing Insights ·

2025/05/09

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.Key Takeaways:What a Potential Trade Deal Between the US and UK Means for Market SentimentWhat Countries Need to Strike a Trade Deal to Calm Wall Street?What Persistent High Tariffs and Falling Imports From China Could Mean for the USHow Japan Moving Out of US

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00:22:23

Berkshire Hathaway's Annual Meeting Could Reveal Its...

Investing Insights ·

2025/05/02

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways:Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting Succession Planning for Berkshire Hathaway’s Insurance Business What Investors Need to Know About Warren Buffett’s Successor Should

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00:22:44

Retirees: Here's How to Tweak the 4% Rule to Protect...

Investing Insights ·

2025/04/25

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal RateConservative Estimate for Starting Safe Withdrawal RateWhy Has the Starting Safe Withdrawal Rate Gone Down? Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal

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00:13:26

Market Volatility: Which Investments Will Protect...

Investing Insights ·

2025/04/18

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal. Key Takeaways:Why Current Market Volatility May Not Be Ending SoonHow to Keep Yourself Steady During Market VolatilityHow Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market VolatilityHow Retirees Can Mitigate

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00:13:03

Market Volatility: What Lies Ahead in Trump's Trade War

Investing Insights ·

2025/04/11

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.Key Takeaways:What an Escalating Trade War Between the US and China Could MeanMacroeconomic Trends and Rising Deglobalization After Trump’s Tariffs What Trump’s 90-Day Pause on Tariffs Means for the Markets and Economy How Market Volatility Could Persist After a Tariff-Induced Stock

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00:14:30

Market Volatility: What to Watch in Q2 After Big...

Investing Insights ·

2025/04/04

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.What’s the Difference Between the Stock Market and the Economy? How Stock Market Trends in 2025 Have Shifted From Last Year Worries About Changes Fanning Market Volatility How Tariffs Could Impact Growth, Inflation, and Consumer Prices Market Volatility Sends Investors Rushing to Gold What Are the Risks of a Recession in

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00:13:19

Does It Pay to Copy Congress' Stock Trades?

Investing Insights ·

2025/03/28

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.Key Takeaways:Why Investors May Want to Follow Congressional Stock TradesAre Members of Congress Good at Picking Stocks?The Firms Behind the ETFs: Subversive Capital and Unusual WhalesLimitations of the Data on Congressional Stock TradesHow

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00:21:37

Can Healthcare Stocks Keep Outperforming the Market?

Investing Insights ·

2025/03/21

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors. Key Takeaways:Why Healthcare Stocks Have Been Resilient During the Market DownturnHow Regulatory Changes Could Affect the Healthcare IndustryWhy Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up ViewHow Have Healthcare Stocks’ Valuations Changed Historically?How Stock Valuations Differ Within the Healthcare

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00:12:00

Worried About a Market Sell-Off? These 10 Funds...

Investing Insights ·

2025/03/14

Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.What is the Downside Capture Ratio? Why Funds with A Low Downside Capture Ratio Make Good Diversifiers How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture? Why Savers Should Look for Low-Risk Investments Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk Alternative

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00:15:26

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Investing Insights ·

2025/03/07

Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.Limiting the Financial Impact of a Gray DivorceHow to Budget After DivorceWhat to Do if There’s a Budget Shortfall Social Security Divorce BenefitsGray Divorce Near RetirementWill a New Tax-Filing Status Result in Higher Taxes? How to Fairly Split Assets in Divorce How to Avoid Tax Penalties When Dividing Retirement AccountsPros and

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00:22:04

Why the Bond Market Looks Brighter Than It Did in 2022

Investing Insights ·

2025/02/28

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.Bond Market in Q1 2025Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts Why Bond Investors Are Worried Following the US

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00:12:15

Where to Find Bargain Stocks in an Expensive Market

Investing Insights ·

2025/02/21

David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. The Evolution of the Morningstar Style BoxWhat Is the Value-Growth Score for Stocks?Why Investors Should Look Deeper Than Overall Market TrendsInvestigating Stock Valuation Trends on the Tortoise and Hare WatchlistSmall-Cap Stock FindingsAre There Any Mega-Cap Stocks on Morningstar StockInvestor’s

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00:10:46

These 4 Dividend ETFs Strike the Right Balance for...

Investing Insights ·

2025/02/14

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.Comparing Income and Growth Dividend ETF StrategiesBlindspots in Dividend ETF InvestingAre Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?Judging the Performance of Dividend ETF Strategies What is Factor Investing?Writing

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00:19:47

Vanguard Fee Cuts May Be Small, But They’re a Win For...

Investing Insights ·

2025/02/07

Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.Vanguard Fee Cuts 2025Why Is Vanguard Cutting Fees

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00:19:28

How Inflation, Tariffs, and More Could Impact Your...

Investing Insights ·

2025/01/31

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025How a Strong Jobs Market Fits into the Fed’s OutlookWhy Mortgage Rates Rose When Interest Rates FellWhen is the Next Fed Meeting in 2025?Are Interest Rates Going Down in 2025?How Mass Deportations

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00:01:03

Introducing The Morning Filter

Investing Insights ·

2025/01/27

Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057

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00:16:49

Why Inflation Still Poses a Risk to Stocks and Bonds...

Investing Insights ·

2025/01/24

Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.What’s Changed About the Inflation OutlookWhy Inflation is Running Hotter AgainWhat Stubborn Inflation Means for Investors and the EconomyMarkets’ Response to

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00:17:34

Active ETFs vs Mutual Funds: What to Know Before...

Investing Insights ·

2025/01/17

Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. Open-End Funds vs. Active ETFsAdvantages of Active ETFsAppeal for Day TradersDisadvantage of Active ETFsWhich Investors Should Consider Swapping Mutual Funds for ETF

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00:25:48

It's Getting Easier to Invest in Private Assets. What...

Investing Insights ·

2025/01/10

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.What Are Private Assets? Risks of Private Assets vs. Public Assets Why Fund Companies Want to Give Retail Investors Access to Private Assets How Investors Can Access Private Assets Today Why Funds Choose

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346 results

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