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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

00:12:07

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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00:24:58

Maximize Credit Card Points for Better Trips and Rewards

Investing Insights ·

2024/05/24

David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.Credit Card PointsHow Do Travel Credit Cards Work?Why Did Credit Card Companies Start Offering Rewards?Why Have Credit Card Programs Become a Part of Airlines' Business Models?Could Credit Card Companies Pull Back on Rewards?Surcharges with Credit CardsWhat is the

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00:20:33

Inherited IRA Investors Get Another Break, but the...

Investing Insights ·

2024/05/17

Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit. Disney’s Improved Streaming Results Uber’s Strong Financial Results in 2024Palantir’s Performance Led by AI

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00:16:38

Short-Term Market Volatility Could Provide Long-Term...

Investing Insights ·

2024/05/10

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.” Apple’s Weak 2024 but Optimism for 2025Amazon’s Impressive First QuarterEli Lilly’s Better-Than-Expected Q1Medicare's Falling Prescription Costs Why Are Medicare Prescription Costs Dropping?How

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00:17:04

Magnificent Seven Stocks: What’s Going on With Apple,...

Investing Insights ·

2024/05/03

Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.Alphabet’s First DividendBoeing’s Focused on Recovering from Past MistakesGeneral Motors Strong Start to 2024The Magnificent Seven

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00:16:32

Covered Call and Buffer ETFs: Do the Pros Outweigh...

Investing Insights ·

2024/04/26

Netflix’s Incredible First Quarter United Flew Just Above Morningstar’s Expectations An Investing Guide for Every Life StageWhat is Life-Stage Investing?Early Career AccumulationWhen Would Roth Accounts Make Sense for an Investor?Why Mid-Career Accumulation Can Be More ComplicatedFinancial Priorities of Mid-Career AccumulatorsCovered-Call ETFs and Passive Strategies How Do Covered Call and Buffer ETFs Work?Which Kind of Investors Are These Strategies Designed For?Downsides to Buffer ETFs and

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00:20:40

Make These Investing Moves Now for a Better Tax Day...

Investing Insights ·

2024/04/19

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.Tesla Appears It’s Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead

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364 results

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