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:

 What to Ask When Looking for a Financial Professional | File Type: audio/mpeg | Duration: 9:05

When searching for a planner, first determine your own needs, then seek answers on specific credentials, fiduciary matters, and compensation.

 How to Mentally Prepare for a Volatile Market | File Type: audio/mpeg | Duration: 10:34

Understanding the role of short- and long-term investments, controlling what you can, and adopting a contrarian mindset can help investors mentally weather, and even profit from, a market downturn.

 Muni CEFs Still Safe Source of Income | File Type: audio/mpeg | Duration: 5:12

Despite risks in the muni-bond market, defaults are isolated, and the diversification in muni CEF portfolios helps protect against credit problems.

 Economy Not Over the Hill | File Type: audio/mpeg | Duration: 8:53

Leading indicators suggest continued, though sluggish, growth for the U.S. economy in the months ahead, says Morningstar's Bob Johnson.

 Arnott: Emerging Markets Are Today's Low-Hanging Fruit | File Type: audio/mpeg | Duration: 3:51

The Research Affiliates chairman discusses why he see value in developing-markets bonds as well as the urgency for investors to build a 'third pillar' in their portfolios.

 Arnott: Investors Have Unrealistic Expectations | File Type: audio/mpeg | Duration: 7:54

With U.S. stocks facing anemic growth in the years ahead, investors banking on 10% returns from equities should rethink their assumptions, says Research Affiliates' Rob Arnott.

 3 Reasons Your Asset Allocation May Not Be What It Appears | File Type: audio/mpeg | Duration: 5:12

Tax effects, maneuvers by your active fund managers, and the global sales of multinational companies can impact your actual portfolio exposures.

 Making Room | File Type: audio/mpeg | Duration: 7:11

Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.

 Retail Sales Not as Bumpy as They Look | File Type: audio/mpeg | Duration: 7:16

Looking past the month-to-month volatility in retail sales reveals a trend of slow, tapering growth, with some hope for improvement in the months ahead.

 Rethinking Risk Tolerance | File Type: audio/mpeg | Duration: 8:49

Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of hitting their retirement goals, says Morningstar's Christine Benz.

 What to Watch in Tech Today | File Type: audio/mpeg | Duration: 8:27

Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.

 Dividends' Appeal Will Endure | File Type: audio/mpeg | Duration: 7:07

Policymakers will likely keep tax rates low, but even if current rates expire, dividend payers would still offer a superior source of income, says Morningstar's Josh Peters.

 Only a Haircut Will Do in Europe | File Type: audio/mpeg | Duration: 11:16

While liquidity may provide temporary relief, only debt reduction--and a creditor haircut--will put Europe back on the road to growth, says TCW's Komal Sri-Kumar.

 5 Battle Lines in the Market | File Type: audio/mpeg | Duration: 8:37

Morningstar markets editor Jeremy Glaser reports on the rivalries between Apple and Samsung, coupons and everyday low pricing, and more.

 That Good Dividend Yield Now Might Not Look So Good Later | File Type: audio/mpeg | Duration: 8:39

Although the economy needs to improve before the Fed raises key rates, some dividend payers might act as good hedges amid higher rates, while others have something to lose, says Morningstar's Josh Peters.

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