Investing Insights show

Investing Insights

Summary: Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

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Podcasts:

 Where to Find Yield Without Losing Your Shirt | File Type: audio/mpeg | Duration: 6:28

Amid fears of long-term global systemic risk, investors are seeking to park cash in conservative vehicles that offer wealth preservation, income generation, and limited NAV volatility, says Fidelity's Bob Brown.

 Investing in Places the Market Hates | File Type: audio/mpeg | Duration: 5:35

First Eagle's Matt McLennan finds high-margin-of-safety opportunities in areas that have experienced 'seasoned disappointment,' but he warns about today's sovereign markets.

 Fidelity's Standout and Up-and-Comer Equity Funds | File Type: audio/mpeg | Duration: 7:57

Morningstar senior analyst Chris Davis gives a progress report on Fidelity's equity fund enhancement initiatives, notes areas for further improvement, and offers his take on the cream of the crop.

 Bond Investing in a Teeter-Totter Economy | File Type: audio/mpeg | Duration: 8:48

Following a first quarter that saw riskier assets outperform, and a second quarter marked by a flight to Treasuries, investors would do well to review the suitability of their current portfolio allocations, says Morningstar's director of fixed-income research.

 Despite a Rocky Market, Fund Investors Go for Growth | File Type: audio/mpeg | Duration: 9:28

Though performance has been volatile this year, investors have thus far been willing to bet on growthier areas of the stock and bond markets, says Morningstar associate director of fund analysis Shannon Zimmerman.

 Fireworks or Flops? | File Type: audio/mpeg | Duration: 7:24

Morningstar markets editor Jeremy Glaser sizes up the impact of this week's central bank actions, same-store sales report, and more.

 Nothing Spooky in June Jobs Report | File Type: audio/mpeg | Duration: 10:32

First-half job growth is trending below what we'd like to see, but several factors suggest moderate improvement in the months ahead.

 Two Positive Drivers for the Employment Market | File Type: audio/mpeg | Duration: 9:03

Although they may not boost Friday's labor report for June, health care and construction should be tailwinds for the job market in the months ahead.

 Will Independence Be Good for These Firms? | File Type: audio/mpeg | Duration: 4:20

The breakup of Sara Lee and the pending split-up of Kraft could unlock value for investors, says Morningstar's Erin Lash.

 Finding Your Ideal Withdrawal Rate | File Type: audio/mpeg | Duration: 7:20

Vanguard's John Ameriks says distribution-rate rules are good starting points for an in-retirement spending plan, but asset allocation and time horizon also should be key factors.

 What a Housing Turn Means for the Economy | File Type: audio/mpeg | Duration: 9:51

Given the recent trends in the data, housing will certainly be a positive contributor to GDP this quarter, says Morningstar's Bob Johnson.

 Judgment Days in the Market | File Type: audio/mpeg | Duration: 8:01

Morningstar markets editor Jeremy Glaser sizes up the investment impact of recent court judgments and corporate judgments calls.

 Yacktman: Taking Advantage of a Casino Mentality | File Type: audio/mpeg | Duration: 6:02

Manager Don Yacktman says the decline in trading costs along with the natural volatility of stocks is creating opportunities for value managers focused on the long term.

 Health-Care Ruling Net Positive for Managed-Care Firms | File Type: audio/mpeg | Duration: 6:27

The market is undervaluing how the boost in new customers will offset new regulations for managed-care companies, says Morningstar's Matt Coffina.

 What's the Purpose of Your Fixed-Income Holdings? | File Type: audio/mpeg | Duration: 7:33

Financial specialist and author Bill Bernstein says bonds should be a riskless ballast for a portfolio and offers three types of assets for investors looking for safety.

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