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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

00:22:14

How to Retire: Know What ‘Enough’ Means in Retirement

Investing Insights ·

2024/10/02

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.Do You Have Enough Financial Resources to Retire?How Retirement Spending Changes as We AgePlanning for Long-Term Care in

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00:14:33

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma...

Investing Insights ·

2024/09/27

Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.Why GLP-1 Drugs Are in Demand Competition Between Novo Nordisk and Eli LillyHow Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance CoverageAre Weight Loss Drugs a Threat to Snack Food Stocks?Big Pharma’s Looming Patent CliffHow Medicare Negotiations

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00:19:06

How to Retire: Stay Flexible with Your Retirement...

Investing Insights ·

2024/09/25

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run. How Actual Retiree Spending Deviates from

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00:19:29

Is the Fed’s Plan to Avoid a Recession Working?

Investing Insights ·

2024/09/20

Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024 What is the Neutral Rate of Interest?Was the Half-Point Interest Rate Cut as “Timely?” Risks that Could Cause Inflation to ReheatWhat Signs from the Job Market Could Spur the Fed into Action?Does the Fed’s Forecast for Interest-Rate

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00:17:32

How to Retire: Understand the Role of Working Longer

Investing Insights ·

2024/09/18

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.Benefits of Working Past Traditional Retirement AgeWhat Does the Data Tell Us About People Who Work Longer?How to Make Working

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00:26:23

Don't Overlook These Crucial Parts of Your Retirement...

Investing Insights ·

2024/09/13

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning. Is Globalization Waning?Why the U.S., China, and Japan Are Turning to

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00:12:07

Boating Season Is Over, but Don't Overlook These...

Investing Insights ·

2024/09/06

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.How Consumer Demand in the Recreational Vehicle Industry Has EvolvedWhat Factors Are Impacting Recreational Vehicle Companies?How Interest-Rate Cuts Affect Consumer Demand for

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00:15:39

5 Ways to Improve America’s Retirement Savings

Investing Insights ·

2024/08/30

Why the Employment Retirement Income Security Act Has Been SuccessfulHow Well Workers from Upper, Middle, and Lower Incomes are Saving for RetirementRetirement Savings by Race and EthnicityHow the Government and Employers Could Expand 401(k) Coverage Improving Social Security Would a National Retirement Savings Plan Replace Current Employer Plans?Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?What’s At-Stake for Future Retirees Read about topics from this episode. The Time

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00:13:17

Mutual Funds Turn 100. Can Investors Still Count on...

Investing Insights ·

2024/08/23

Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.Mutual Fund Industry OutlookHow This Law Protects Investors Investing in Mutual FundsMutual Fund Market Timing Scandal How Mutual Funds Can Stay Competitive to ETFsCompetition from Crypto ETFsAre Mutual Funds a Good Investment?Mutual Funds’ Greatest Achievement Are Mutual Funds Here to Stay?Top Mutual Fund Picks Read about topics from this

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00:15:54

Too Many Investment Accounts? Here’s How to Reduce...

Investing Insights ·

2024/08/16

3 Reasons Why Investors Should Streamline Their AccountsHow Low Can You Go with Retirement Accounts?How You Can Consolidate Tax-Deferred AccountsConsolidate Retirement Accounts with the Same ProviderThe Week Ahead in MarketsHere's What to Expect from Macy’s Upcoming EarningsWhat Investors Want to Hear from Macy’s CEOWhat Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’sMacy’s Is Focusing on Luxury Sales Macy’s Stock Outlook Ahead of Earnings Read about topics from this

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00:20:42

Now’s the Time to Diversify Beyond Magnificent Seven...

Investing Insights ·

2024/08/09

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.What Caused the Stock Market Selloff?U.S. Tech Stocks and Bank

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00:15:59

3 Asset Classes That Could Raise Your Portfolio’s...

Investing Insights ·

2024/08/02

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.Benefits of Diversifying Beyond U.S. Stocks and BondsWhich Asset Classes Didn’t Move in the Opposite Direction of Stocks?International Stocks Correlations Have Shifted Towards U.S. StocksShould You Have International Stocks in Your

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00:12:45

Why Picking Top Stocks Is Not Enough

Investing Insights ·

2024/07/26

Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how often active fund managers succeeded in picking top stocks. He also explains whether this information can help investors find better funds.Are Fund Managers Good at Making Big Stock Bets?Fund Managers’ Hit RatesActive Fund Managers’ vs. Passive Index Fund Managers’ Stock Picking Performance How an Active Mutual Fund Can Underperform Despite Holding Winning StocksHigh Hit Rates and Topping the IndexWhen

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00:14:54

Is There a New Leader in the AI Race?

Investing Insights ·

2024/07/19

Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand. Should the AI Market Rally Broaden Its View?Who Is Driving the Fab Five’s Success?Will

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00:13:48

BOXX ETF: Cash-Like Returns Without the Tax Bill

Investing Insights ·

2024/07/12

Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.What Makes BOXX ETF Stand Out What is a Box Spread? Tax Advantages Is BOXX ETF Delivering on its Promises?Will BOXX ETF Attract Investors If Cash Yields Drop?How Investors Can Take Advantage of BOXX ETFWill There Be More ETFs Like BOXX?Key Takeaways Read about

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00:26:50

Active ETFs- What Investors Need to Know

Investing Insights ·

2024/06/28

Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.Active vs Passive ETFsWhat’s Driving the Growth

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00:13:24

What a Strong Economy Now Means for the Rest of 2024

Investing Insights ·

2024/06/21

Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?Will the Economy Get a Soft Landing?Nvidia is Driving the Stock Market’s Bull RunNvidia Stock Outlook Why We’re Seeing More Stock Splits in 2024New Dividends From Mega-Cap Tech

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00:17:39

4 Reasons Why the Stock Market Has Delivered...

Investing Insights ·

2024/06/14

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.Should You Invest in Spot Ether ETFs?Lululemon on Track Despite Slowdown in AmericasThe Fed’s Inflation Outlook Is a Little Too PessimisticGood News from the Fed’s New Inflation ReportWill the Fed Cut Interest Rates

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00:14:33

Why More Diversification Doesn’t Mean Better Returns

Investing Insights ·

2024/06/07

Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.The Benefits of Portfolio Diversification How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?Why the Well-Diversified Portfolio Struggled in 2023Is it Worth it to Invest Beyond the 60/40 Portfolio?Why Interest Rate Pivots Are Painful and EncouragingIs There an

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00:21:48

Invest in SpaceX Alongside Elon Musk? Why This...

Investing Insights ·

2024/05/31

Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.Nvidia’s 10-for-1 Stock SplitTarget’s Weak Sales and Declining Market ShareVanguard’s New CEO Starting Soon Investing for Each Life StageFinancial

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350 results

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