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:

 Buying Power | File Type: audio/mpeg | Duration: 6:48

Morningstar markets editor Jeremy Glaser unpacks the week's M&A news and consumer data to see who's in a buying mood.

 Nygren: Growth a Bonus at Right Price | File Type: audio/mpeg | Duration: 3:04

The Oakmark manager says many growth stocks are worthy of his value-oriented portfolios, so long as he doesn't have to overpay to get them.

 Recovery: Slow But Durable | File Type: audio/mpeg | Duration: 7:12

Economic growth in the current recovery has been about half of prior recoveries, but it's lasting longer, says Morningstar's Bob Johnson. Plus, get Bob's take on the 3Q GDP revision and his 4Q GDP outlook.

 Big Divergence in State Pension Health | File Type: audio/mpeg | Duration: 6:43

Over 40% of states fall below Morningstar's threshold of a 70% funded ratio (assets divided by liabilities) for pensions, says Morningstar municipal credit analyst Rachel Barkley.

 Retirees: Focus on Portfolio Value, Not Yield | File Type: audio/mpeg | Duration: 6:09

There are better ways to get retirement income than sacrificing portfolio diversification and balance for higher-risk assets, cautions Vanguard's Joel Dickson.

 5 Guiding Principles for Economy Watchers | File Type: audio/mpeg | Duration: 11:45

Investors can get a better read on the data by tuning out short-term quirks, understanding when indicators are most reliable, and properly sizing the economic magnitude of each report.

 Five Reasons for Investors to Give Thanks | File Type: audio/mpeg | Duration: 5:13

There's no shortage of concerns for investors, but a recent reprieve in Europe, decent domestic growth (relatively speaking), double-digit stock gains, and a reviving housing market are worth an ounce of appreciation.

 Does Your Portfolio Have a Home-Country Bias? | File Type: audio/mpeg | Duration: 9:56

U.S. investors are much more globally diversified than many investors abroad, but when it comes to fixed income, it pays to stay home, says Vanguard's Chris Philips.

 The Economy's Deer-in-Headlights Mind-Set | File Type: audio/mpeg | Duration: 7:31

Fed economist Bill Strauss discusses what's needed to calm unemployment and corporate fears as well as how the central bank is aiming to quell inflation concerns.

 Don't Shun Dividends if Tax Rates Rise | File Type: audio/mpeg | Duration: 6:53

Compared with other investments, the income consistency that dividends provide on a pretax basis allows them to retain their value and practicality even if tax rates increase, says Morningstar's Josh Peters.

 Is It Working? | File Type: audio/mpeg | Duration: 7:39

Morningstar markets editor Jeremy Glaser sizes up the progress and potential roadblocks of the Window 8 launch, Bernanke's housing stimulus efforts, Buffett's succession plans, and more.

 Soft Patch for Retail Sales Is Temporary | File Type: audio/mpeg | Duration: 8:15

Retailers are right to expect a better November as consumers bounce back following Sandy and continue holiday shopping, says Morningstar's Bob Johnson.

 How China's Consumer Sector Will Pay Dividends | File Type: audio/mpeg | Duration: 9:28

As investment in fixed assets declines, consumption will drive GDP growth in China, and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.

 Europe Still Papering Over Problems | File Type: audio/mpeg | Duration: 8:31

The European Central Bank has helped soothe short-term sovereign debt worries in Europe, but long-term competiveness must be improved for the crisis to fully fade away, says Morningstar's Dave Sekera.

 Are Emerging-Markets Bonds Overheating? | File Type: audio/mpeg | Duration: 4:32

Flows have been high into developing-markets debt ETFs as investors seek more yield, but several funds are apt to manage the credit risks.

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