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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

00:28:19

Overconfident? Cognitively Rigid? How Investors Can...

Simple, but Not Easy ·

2022/01/25

"[W]e can’t avoid the reality that we’re experiencing and probably will continue to experience stress, uncertainty, and change. But the question is, how do we cope?" — Sarah Newcomb Given recent market volatility, we thought it might be helpful to revisit this episode from July 13, 2020, which features two experts on investor behavior and decision-making. Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect

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00:58:03

2022 Outlook

Simple, but Not Easy ·

2022/01/11

Rising Interest Rates. New COVID-19 variants. Inflationary pressures. Those and other factors are on the minds of investors as we head into 2022. Will the new year be one of prosperity, or is it time to fortify your defenses? The truth is that it’s nearly impossible to know. And that’s why we at Morningstar follow a mantra of, ”Don’t predict—prepare.” In this episode, we ring in 2022 with our take on how to best prepare for what’s to come, no matter how handy you may or may not be with a crystal

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00:20:02

ESG in 2022: a Simple, but Not Easy Short

Simple, but Not Easy ·

2021/12/21

Environmental, social, and governance. More commonly called ESG, it used to be seen in many parts of the investment world as a niche specialty that was mostly about virtue—something that was nice to do. But now there’s been no question that it’s something we need to do, particularly coming out of Glasgow’s United Nations Climate Change Conference, known as COP26. Nearly 500 financial-services firms from around the world agreed to align $130 trillion with the goals specified by the Paris Agreement,

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00:57:02

Easing Inflation Worries

Simple, but Not Easy ·

2021/11/30

Inflation. It's showing up in headlines and in conversations between everyone from political pundits to investment professionals and clients. It’s no different for us here at Morningstar, and most of what we’re hearing boils down to two key questions: what are our views on inflation, moving forward, and what are we doing to prepare for the potential threat of a continuing rise? In this episode, the conversation revolves around what’s driving inflation in the short and long term, ways we can try to

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00:28:05

Sizing up Risks and Opportunities in Chinese Equities

Simple, but Not Easy ·

2021/09/27

China is a key talking point in the investment community today, as a regulatory crackdown has spooked markets. Chinese regulators have targeted specific sectors such as technology, education and real estate as part of a crackdown aimed at aligning the Chinese private sectors with its long-term policy agenda. In today’s episode, we will take a closer look at recent events in China and discuss both risks and potential opportunities in Chinese stocks today.

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00:38:04

The Potential Impact of Corporate Tax Hikes on Equities

Simple, but Not Easy ·

2021/09/13

Changes in the corporate tax rate can have large, one-time effects on a company’s financial statements. Michael Budzinski, Senior Investment Analyst and Portfolio Manager, shares recent Morningstar Investment Management LLC research around corporate tax rate changes.

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00:49:06

The Sustainability Stress Test

Simple, but Not Easy ·

2021/09/07

ESG investing, which focusses on an investment’s environmental, social, and governance impact or risk, has grown immensely in recent years, attracting significant inflows. But what happens to ESG investing during a market downturn? Are ESG considerations left by the wayside as investors focus on financial market risks? Ryan Murphy, Head of Decision Sciences for Morningstar Investment Management, discusses his research on the behavioral sustainability stress test.

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00:40:18

Our Global Convictions Following Q2 2021

Simple, but Not Easy ·

2021/07/28

With stocks reaching new highs and companies borrowing at historically low rates, broad markets offer limited upside. So how should investors position their portfolios in face of that?

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00:59:38

2021 Inflation Insights

Simple, but Not Easy ·

2021/07/12

As more of the US reopens and people begin to return to their normal routines we’ve seen a disconnect between supply and demand, and many are worried that price increases are here to stay. Alfonzo Bruno, associate portfolio manager, shares insights around the current state of inflation, how to interpret updated guidance from the Fed, and how he anticipates inflation pressures around supply chains to ease in a post-pandemic market.

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00:30:14

Global Energy Stocks: In Structural Decline or a...

Simple, but Not Easy ·

2021/06/28

Other than the strong recovery this year, the energy sector has been avoided by many investors. Whether environmental concerns of an increasing number of ESG-focused investors or worries about the secular decline in oil revenues as the world transitions to renewal energy sources, energy stocks have been among the least popular investments out there. Philip Straehl, global head of research at Morningstar Investment Management, welcomes James Foot, Head of Research, Asia Pacific from Morningstar

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00:53:25

Our Reactions: 2021 Berkshire Hathaway Annual Meeting

Simple, but Not Easy ·

2021/06/14

Our Select Equity portfolio managers share five key takeaways from the 2021 Berkshire Hathaway Annual Meeting. Portfolio specialist Jeff Wagner sits down with Mike Corty, Morningstar Investment Management’s Head of our Select Equity Portfolios team and the portfolio manager of our Tortoise portfolio, as well as senior portfolio manager John Owens, who manages Select Equity portfolios, All-Cap Equity and Small/Mid-Cap Equity.

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00:33:16

Our Investment Convictions: Searching for Select...

Simple, but Not Easy ·

2021/05/10

After the late-2020 rally continued into 2021, Philip Straehl and Edward Fane assess the aggregate reward-for-risk picture in world markets and share their views on select asset class opportunities. Philip is the Chicago-based global head of research at Morningstar Investment Management LLC. Ed, based in London, is head of research for Europe, the Middle East, and Africa at Morningstar Investment Management Europe, Ltd., which is an FCA-regulated firm.

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00:30:40

Will Consolidation Destroy Personalization for...

Simple, but Not Easy ·

2021/04/26

Slides for this episode are available here, or by emailing us at simple@morningstar.com.

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00:01:03

We're Temporarily Moving to a Biweekly Cadence

Simple, but Not Easy ·

2021/04/19

We'll have a new episode next week, then every other week for a temporary period. Thanks for listening!

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00:20:08

Dividend Stocks: How Coronavirus, Value/Growth, and...

Simple, but Not Easy ·

2021/04/12

Stocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outlook for dividend investors now that stock prices have rebounded? George Metrou, portfolio manager for the Dividend Select Equity Portfolios at Morningstar Investment Management, shares his thoughts on managing through the pandemic, and on the current landscape and his outlook for dividend-paying

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00:31:22

Is Dollar-Cost Averaging Irrational? Compared to...

Simple, but Not Easy ·

2021/04/05

While we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada. They 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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00:26:39

To Annuitize or Not? (Episode 35 Rebroadcast)

Simple, but Not Easy ·

2021/03/29

While we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's research at the time of original airing. Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture for some individuals. In this episode, we look at Blanchett's research, which may help advisors decide when a client should annuitize or not,

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00:27:34

Rules as Tools: Using Heuristics to Help Empower...

Simple, but Not Easy ·

2021/03/22

Click here to download the slides for this episode, or email us at simple@morningstar.com.

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00:30:06

South Korean Stocks: Has the Luster Faded After a...

Simple, but Not Easy ·

2021/03/15

In this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity. Gary Lyons is a portfolio manager on the Asset Allocation team at Morningstar Investment Management LLC, as well

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00:37:51

Demonstrating ESG Commitments for Advisors and Investors

Simple, but Not Easy ·

2021/03/08

Slides for this episode may be found here or by emailing simple@morningstar.com.

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131 results

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