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:

 Round and Round Go Europe's Debt Problems | File Type: audio/mpeg | Duration: 9:29

Germany is hitting negative sovereign yields, while Spanish regions and banks seek financial assistance from their parent country, which needs a bailout of its own.

 What to Watch in Friday's GDP Report | File Type: audio/mpeg | Duration: 6:20

Economic growth is expected to have slowed in the second quarter, but more housing-related spending could make up some slack in the consumption categories, says Morningstar's Bob Johnson.

 Will Fundamental Investing Make a Comeback? | File Type: audio/mpeg | Duration: 6:47

As economic woes continue to make headlines, investors should tune out the macro noise and understand that good companies perform better in difficult times, says Sanibel Captiva's Pat Dorsey.

 Apple's Bumpy Road Ahead | File Type: audio/mpeg | Duration: 4:06

Growth is likely to keep slowing at Apple until the firm releases its next-generation iPhone, but the long-term future of the tech giant remains bright, says Morningstar's Michael Holt.

 Investing in a 'Beyond Difficult' Bond Environment | File Type: audio/mpeg | Duration: 10:27

Despite safe assets looking truly overvalued, they still play a role in total portfolio construction, says JPMorgan Asset Management's global fixed-income CIO Gary Madich. Plus, hear Madich's take on opportunities in high yield, investing in munis, and using CPI swaps for inflation protection.

 Saying Uncle? | File Type: audio/mpeg | Duration: 7:00

How Nokia, B of A, Yahoo, and others are tacking in a tough environment for their businesses.

 Consumers Not Running Scared | File Type: audio/mpeg | Duration: 10:26

Although the retail sales data has slowed in recent months, other factors, including signs of life in housing, suggest the consumer is holding up.

 Tips on Handling Today's Retirement Challenges | File Type: audio/mpeg | Duration: 13:08

J.P. Morgan's Katherine Roy analyzes behavioral trends she's seeing among retirees and pre-retirees, including when to claim Social Security, having an adequate savings target, preparing for inflation, and much more.

 Vanguard's Leaders and Laggards | File Type: audio/mpeg | Duration: 11:39

Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.

 Is the Earnings Bar Set Too Low? | File Type: audio/mpeg | Duration: 6:40

Sanibel Captiva's Pat Dorsey addresses weakened earnings expectations for the quarter, Europe's effect on stock prices, and a tech name worth watching.

 Financial Feuds | File Type: audio/mpeg | Duration: 6:49

Morningstar markets editor Jeremy Glaser digs into divergent views on stimulus, Europe's way forward, in the media market, and more.

 Will U.S. Hit a BRIC Wall? | File Type: audio/mpeg | Duration: 10:05

Slowing in some emerging markets likely affects other emerging markets more than it harms the U.S. economy, says Morningstar's Bob Johnson.

 Pharma Looking Defensive Again | File Type: audio/mpeg | Duration: 4:06

Pharmaceutical firms have adapted to their patent cliffs better than investors expected, and solid pricing power and improving pipelines are allowing them to push through macro headwinds.

 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.

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