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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 Should You Wait Until After the Election to Reallocate? | File Type: audio/mpeg | Duration: 3:23

This video is an excerpt from the recent Morningstar FundInvestor 20th Anniversary Celebration Roundtable webcast. Tune in to Saturday, Sept. 29 to view the webcast in its entirety. Morningstar's John Rekenthaler, Russ Kinnel, and Christine Benz say investors should look past any uncertainties ahead of the presidential election and focus on the underlying fundamentals of their holdings.

 Wide-Moat Names Losing Their Discounts | File Type: audio/mpeg | Duration: 4:48

Recent rebalancing of Morningstar's Wide Moat Focus Index shows that quality stocks aren't nearly as cheap as they were this time last year.

 Still No Reason to Rush Into IPOs | File Type: audio/mpeg | Duration: 5:04

Most newly public firms have taken advantage of JOBS Act provisions in the last few months, but that doesn't mean these offerings are any safer for investors.

 Yellow Flags for Nonrated Munis | File Type: audio/mpeg | Duration: 6:31

Despite their extra income, nonrated municipal bonds can expose investors to lower-credit-quality, less-liquid issues with a tremendous research requirement, says Morningstar's Eric Jacobson.

 Trying to Hold On | File Type: audio/mpeg | Duration: 6:01

Industry headwinds could slow down some companies, but further central bank moves and improving housing data offer the economy much-needed support.

 Johnson: Housing Recovery Has Legs | File Type: audio/mpeg | Duration: 8:22

Improving residential real estate data could have a big impact on jobs and the recovery, says Morningstar's Bob Johnson.

 Good Dividend Funds With an Active Touch | File Type: audio/mpeg | Duration: 7:29

These actively managed, dividend-focused funds can be opportunistic as the chase for yield continues into passive products.

 Longtime Favorite Funds That Still Look Appealing | File Type: audio/mpeg | Duration: 5:02

FundInvestor editor Russ Kinnel says these solid funds have stood the test of time.

 5 CEFs That Shine | File Type: audio/mpeg | Duration: 4:22

Morningstar's Cara Esser breaks down our Analyst Ratings for closed-end funds and names the CEFs that are worthy of gold status.

 When Fund Firms Lose Their Luster | File Type: audio/mpeg | Duration: 4:26

Performance, manager turnover, and other issues have knocked some fund firms off their game, says Morningstar FundInvestor editor Russ Kinnel.

 Careful With That Company Stock | File Type: audio/mpeg | Duration: 6:00

Although there are some instances when it could pay off, holding too much employer stock is a bad idea, says Morningstar's David Blanchett.

 Taking Action | File Type: audio/mpeg | Duration: 9:26

Policymakers and corporate leaders appeared to take decisive steps this week, but are they moving in the right direction?

 3 Key Points in the Fed's Next Stimulus Plan | File Type: audio/mpeg | Duration: 5:39

The Fed's latest action is distinct from earlier measures in a few important ways, but it's still no silver bullet, says Morningstar's Jeremy Glaser.

 Be Prudent in the Hunt for Yield | File Type: audio/mpeg | Duration: 8:29

Investors should appreciate the risk trade-off, the effects of inflation, and the value that a fund manager can add in certain higher-yielding assets, says Morningstar's Shannon Zimmerman.

 Behavioral Best Practices for Pre-Retirees | File Type: audio/mpeg | Duration: 11:07

Taking advantage of automatic investment plans, focusing on what you can control, and benchmarking your portfolio against your own goals (versus today's hottest picks) can help keep investors' retirement plans disciplined and on-track.


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