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:

 Dark Clouds for the Economy? | File Type: audio/mpeg | Duration: 12:58

Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.

 The Friday Five - 2/15/13 | File Type: audio/mpeg | Duration: 8:14

Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.

 Headwinds and Tailwinds for Consumer Spending | File Type: audio/mpeg | Duration: 10:49

Several opposing factors were at play in January's retail sales report, but a broader view suggests consumers are still hanging in there, says Morningstar's Bob Johnson.

 3 Gold-Rated Picks to Hedge Interest-Rate Risk | File Type: audio/mpeg | Duration: 7:13

Morningstar's Eric Jacobson outlines three short-term bond funds that can protect against rate sensitivity, but mind the risks as such funds aren't cash substitutes.

 Key Themes for the Small-Cap Space | File Type: audio/mpeg | Duration: 7:22

Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.

 Taking Another Look at Economic Moats | File Type: audio/mpeg | Duration: 6:06

Morningstar recently upgraded several companies' moat ratings, and global equity research director Heather Brilliant explains why.

 The Friday Five | File Type: audio/mpeg | Duration: 7:44

Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

 Uncle Sam and the Economy | File Type: audio/mpeg | Duration: 9:01

The U.S. government's contribution to GDP and the labor market will continue to shift going forward, says Morningstar's Bob Johnson.

 Is the Door Closing on Corporates? | File Type: audio/mpeg | Duration: 9:34

Western Asset manager Ryan Brist expects a lot of risk in the corporates market in 2013-14, as banks pare risky lending practices and opportunities to enter or exit the bond market shrink.

 3 Inflation-Fighting Assets for Your Toolkit | File Type: audio/mpeg | Duration: 6:43

TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the ideal portfolio allocations of these assets.

 Declining Correlations Bring Stock-Picking to the Fore | File Type: audio/mpeg | Duration: 4:23

Morningstar's Heather Brilliant explains why investors should care about movement in market and sector correlations.

 The Friday Five | File Type: audio/mpeg | Duration: 7:33

Five stats from the market and the stories behind them. This week: a critical 10 for BlackBerry, a promising 3.2% margin for Amazon, and more.

 No Great Expectations (or Worries) for the Job Market | File Type: audio/mpeg | Duration: 8:23

Recent revisions helped 2012's employment growth look better than initial forecasts, but we don't expect a sizable surge (or decline) for 2013.

 What to Watch in Friday's Job Report for January | File Type: audio/mpeg | Duration: 6:23

We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.

 Not the Time to Turn Off Tech Stocks | File Type: audio/mpeg | Duration: 7:54

Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.

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