Podcasts by Simple, but Not Easy

Sinking Treasury Yields: Our Views on the “Belly” of the Curve from 2023-12-13T18:23:08.291003

The U.S. Treasury market has seen a stunning turnaround in about six months. The Federal Open Market Committee voted to continue to raise rates last December, despite the ongoing stock-market ro...

A Contrarian View: Why We Prefer International Over U.S. Stocks from 2023-12-13T18:23:08.285796

Developed equity markets outside the U.S. have struggled mightily for about a decade since the global financial crisis. Individually, these markets have their unique struggles, whether it’s Brexit ...

Bringing Their"A-Game": Advisors as Behavioral Coaches from 2023-12-13T18:23:08.271105

Today's episode explores what the role of financial advisors really entails. When you think about, did the role of 'behavioral coach' cross your mind? Guest Ryan Murphy, Ph.D., head of decision sci...

Getting Personal: Getting to Know How Advisors Get to Know Their Clients from 2023-12-13T18:23:08.257135

In today's episode, host Drew Carter gets up close and personal--into investing, that is. Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore pe...

Better Decision-Making Through Diverse Opinions, Pt. 1 from 2023-12-13T18:23:08.243166

Getting more women into portfolio management might seem like a no-brainer. But Marta Norton, portfolio manager at Morningstar Investment Management, says "it’s a knotty problem because you don’t ...

Red Dusk: Do Post-Rally Prices Call for Russian Bearishness? from 2023-12-13T18:23:08.198141

Take our markets quiz before Dec. 16! Follow this link now: https://bit.ly/36cXEo9 

Theories, Crowds, Bubbles,&Bees: Daniel Needham on Contrarian Investing from 2023-12-13T18:23:08.191367

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment off...

Is Dollar-Cost Averaging Irrational? Compared to What? from 2023-12-13T18:23:08.180689

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over ...

Market Turbulence and Loss: Behaving Well When Markets Go Bad (Ep. 20 Rebroadcast) from 2023-12-13T18:23:08.168619

Market losses like the recent coronavirus-induced decline can be upsetting. We're rebroadcasting this episode in which Andrew Lill and Ryan Murphy discuss what investors can do to prepare for marke...

20 Years of'Tipping': What Investors Can Learn From Gladwell's Classic Book from 2023-12-13T18:23:08.164797

In "The Tipping Point," author Malcolm Gladwell looks at how ideas can spread like viruses. Citing psychological studies and using many examples, Gladwell shows how people, environments, and change...

Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice?'Not at all' from 2023-12-13T18:23:08.149510

Derek Notman writes the Love Your Finances blog. More information about Listen

Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance? from 2023-12-13T18:23:08.094622

In this episode, we take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching ...

‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World from 2023-12-13T18:23:08.090201

Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.

Ask the PM: Finding ‘Robust, Reliable, and Growing’ Dividends in Today’s Markets from 2023-12-13T18:23:08.064526

George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. ...

Risk in 2020: How to Help Investors Succeed from 2023-12-13T18:23:08.048082

Slides referred to in this episode are available Listen

The Election, the Economy, and the Road to Recovery from 2023-12-13T18:23:08.043226

Click here to download the slides for...

How Should Investors Interpret the U.S. Election Returns? from 2023-12-13T18:23:08.039627

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Theories, Crowds, Bubbles,&Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast) from 2023-12-13T18:23:07.881715

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment off...

Pairing Portfolios With an Investor's Goals from 2023-12-13T18:23:07.876742

In this panel discussion, portfolio managers from Morningstar Investment Management discuss how to match portfolios with key investor characteristics. The panel is moderated by Marta Norton, CIO fo...

Our Investment Convictions: Finding Balance After a Significant Q4 Rebound from 2023-12-13T18:23:07.873418

2020 was roller coaster of a year for investment markets, with the US stock market surging early, crashing in March with news of the pandemic and related shutdowns, then rebounding quickly and cont...

GameStop, Reddit,&Robinhood vs. Investing for the Long Run from 2023-12-13T18:23:07.848910

Read more from Morningstar Investment Management at mp.morningstar.com, including John Owens' article on the subject of this episode Listen

Demonstrating ESG Commitments for Advisors and Investors from 2023-12-13T18:23:07.792412

Slides for this episode may be found Listen

Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast) from 2023-12-13T18:23:07.779894

While we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada....

The Sustainability Stress Test from 2023-12-13T18:23:07.742893

ESG investing, which focusses on an investment’s environmental, social, and governance impact or risk, has grown immensely in recent years, attracting significant inflows. But what happens to ESG i...

Risk, Downside Protection, and the Goal Mindset from 2023-12-13T18:23:07.659961

Short-term worries versus long-term goals—which are guiding your investment decisions? If you’ve done your homework and you’ve given careful consideration to achieving the financial results you wan...

Fear of the Unknown: Inflation and Rising Rates from 2023-12-13T18:23:07.556382

“The oldest and strongest emotion of mankind is fear,” author H.P. Lovecraft once wrote. “And the oldest and strongest kind of fear is fear of the unknown.” Fear of the unknown is no stranger to t...

Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast) from 2023-12-13T18:23:07.542681

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over ...

Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far from 2023-12-13T18:23:07.476774

Stay tuned for our 100th episode up next! We are reinvigorating the podcast going forward, seeking to equip financial advisors with ideas to remove friction and help clients achieve goals. But befo...

Latest Research on Stagflation&Market Impacts from 2023-12-13T18:23:07.461243

Stagflation is now on the radar for financial advisors and the investors they serve. At the same time, our latest research shows that investor sentiment is plummeting. With this in mind, we are del...

2023 Outlook: Inflation, Recession, Valuations, and Retirement from 2023-12-13T18:23:07.451239

What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? The topics we’re discussing tod...

What Actions Add Value in This Environment? from 2023-12-13T18:23:07.445545

Warren Buffet readily admits “I make many mistakes” when referencing his own investment portfolio. This begs the question, where does that leave the rest of us? We know that today's market uncertai...

30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations from 2023-12-13T18:23:07.441837

The complexity of operating a successful financial advice practice continues to grow and significant challenges still exist in operating an effective practice. So, in this episode, we take a 30,000...

Game-Changing Advisor Trends, With Cerulli and SMArtX from 2023-12-13T18:23:07.392516

BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar from 2023-12-13T18:23:07.388022

The need for great financial advice continues to grow, with a landscape we haven’t witnessed in 15 years. So, what does BlackRock, the world’s largest asset manager, have to say about this? What mi...

AI's Role in the Future of Wealth Management, Featuring the AI Character"Morningstar Mo" from 2023-12-13T18:23:07.381670

A lot has already been said about the potential of artificial intelligence, or AI, but how are people actually engaging with it? And how should investors think about their AI exposure in a portfoli...

2024 Outlook: Economy, Inflation, Best Ideas, and AI from 2023-12-13T18:23:07.370011

The topics we're discussing today align with the recent release of Morningstar Wealth's 2024 Market Outlook. A recession seemed to be the consensus view entering the year, but markets love to fool...

The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz from 2023-07-11T16:00

Financial technology is going through a new wave of change, with artificial intelligence – or AI – taking the world by storm. But the wealth tech space is already incredibly complex, with literally...

An Inside Look at Direct Indexing from 2022-12-22T23:15

Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to inves...

“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors from 2022-11-21T16:30

Investing in Today's Volatile Markets: New Season, 100th Episode from 2022-10-17T12:30

Investors can become confused in today’s challenging climate, and understandably so. It can be difficult for advisors and investors of all types and sizes. In this new season of Simple but Not Easy...

Behavioral Science&Tips in Volatile Markets from 2022-08-23T13:03:17

"The most important quality for an investor is temperament, not intellect". Investing is therefore a matter of good behavior. So what behaviors give advisors and their investors an edge? What behav...

Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast) from 2022-06-27T17:00

Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: if you’re an investor, how well do...

What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast) from 2022-06-13T23:18:21

Good decisions are often built on good forecasts. But forecasting is hard, in part because it requires us to be aware of both what we know and what we don’t—or even can’t—know. Morningstar Investme...

Our Insights on the Berkshire Hathaway Annual Shareholder Meeting from 2022-05-30T10:00

We present our thoughts on the recent Berkshire Hathaway conclave. Mr. Buffett and Mr. Munger discussed their firm’s ups and downs and weighed in on such topics as their latest investment activity,...

Investing Amidst Uncertainty from 2022-05-16T22:55:06

We’ve got the same thing on our mind as the rest of the market—uncertainty. What’s going to happen? Why? When? And what should we do about it? Well, in this episode, taken from a recently recorded ...

Our Best Ideas: 3 Equity Portfolio Managers Talk About Where They See Opportunity in Today's Market from 2022-04-21T19:50:13.338377

Three portfolio managers at Morningstar Investment Management gathered at a symposium we hosted in Chicago on Oct. 22, 2019, to discuss their best ideas in equities. This episode gives our listen...

Markets in Crisis: How We Seek to Outperform in the Long Term Using Valuations from 2022-04-21T19:50:13.279810

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3 Ways to Help Solve Unique Client Challenges with Direct Indexing from 2022-04-21T19:50:13.149606

Direct indexing. No longer an exclusive tool of the big-account investor, it’s rapidly working its way down the food chain. Now those with more modest sums to invest are able to employ it, too. But...

Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast) from 2022-04-18T23:16:49

In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors. John, who's a senior equity portfolio mana...

Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast) from 2022-03-21T22:38:22

In this rebroadcast of an episode from 2021, Paul Arnold and Dan Kemp discuss how advisors can better understand why ESG is important to a client—whether it’s the expression of one’s values or some...

Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast) from 2022-02-21T15:00

In this rebroadcast of an episode from 2020, we explore why advisors might change the focus of annual meetings to progress updates with Ryan Murphy, head of decision sciences at Morningstar Investm...

Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast) from 2022-01-25T00:42:47

"[W]e can’t avoid the reality that we’re experiencing and probably will continue to experience stress, uncertainty, and change. But the question is, how do we cope?" — Sarah Newcomb Given recent m...

2022 Outlook from 2022-01-11T16:33:02

Rising Interest Rates. New COVID-19 variants. Inflationary pressures. Those and other factors are on the minds of investors as we head into 2022. Will the new year be one of prosperity, or is it ti...

ESG in 2022: a Simple, but Not Easy Short from 2021-12-21T00:44:47

Environmental, social, and governance. More commonly called ESG, it used to be seen in many parts of the investment world as a niche specialty that was mostly about virtue—something that was nice t...

Easing Inflation Worries from 2021-11-30T22:01:19

Inflation. It's showing up in headlines and in conversations between everyone from political pundits to investment professionals and clients. It’s no different for us here at Morningstar, and most ...

Q4 Global Convictions: The Beliefs Behind Our Investment Decisions from 2021-11-17T23:22:21

Conviction. The term derives from the Latin verb convincere, which means “to argue.” And that’s the basis for Morningstar Investment Management’s quarterly global convictions: to present an argumen...

How to Capitalize on the Economic Recovery from 2021-10-15T05:00

An economic recovery is cause for celebration, but how, exactly, do we capitalize on it? Since it began in 2020, the decline that COVID brought us has been called the deepest and shortest economic ...

Sizing up Risks and Opportunities in Chinese Equities from 2021-09-27T16:39:10

China is a key talking point in the investment community today, as a regulatory crackdown has spooked markets. Chinese regulators have targeted specific sectors such as technology, education and re...

The Potential Impact of Corporate Tax Hikes on Equities from 2021-09-13T05:00

Changes in the corporate tax rate can have large, one-time effects on a company’s financial statements. Michael Budzinski, Senior Investment Analyst and Portfolio Manager, shares recent Mornings...

Our Global Convictions Following Q2 2021 from 2021-07-28T22:09:25

With stocks reaching new highs and companies borrowing at historically low rates, broad markets offer limited upside. So how should investors position their portfolios in face of that?

2021 Inflation Insights from 2021-07-12T22:10:41

As more of the US reopens and people begin to return to their normal routines we’ve seen a disconnect between supply and demand, and many are worried that price increases are here to stay. Alfonzo...

Global Energy Stocks: In Structural Decline or a Buying Opportunity? from 2021-06-28T05:00

Other than the strong recovery this year, the energy sector has been avoided by many investors. Whether environmental concerns of an increasing number of ESG-focused investors or worries about the ...

Our Reactions: 2021 Berkshire Hathaway Annual Meeting from 2021-06-14T19:01:21

Our Select Equity portfolio managers share five key takeaways from the 2021 Berkshire Hathaway Annual Meeting. Portfolio specialist Jeff Wagner sits down with Mike Corty, Morningstar Investment Ma...

Our Investment Convictions: Searching for Select Opportunities from 2021-05-10T05:00

After the late-2020 rally continued into 2021, Philip Straehl and Edward Fane assess the aggregate reward-for-risk picture in world markets and share their views on select asset class opportunities...

Will Consolidation Destroy Personalization for Financial Advisors? from 2021-04-26T05:00

Slides for this episode are available Listen

We're Temporarily Moving to a Biweekly Cadence from 2021-04-19T05:00

We'll have a new episode next week, then every other week for a temporary period. Thanks for listening!

Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income from 2021-04-12T05:00

Stocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outloo...

To Annuitize or Not? (Episode 35 Rebroadcast) from 2021-03-29T05:00

While we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's researc...

Rules as Tools: Using Heuristics to Help Empower Financial Success from 2021-03-22T05:00

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South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020? from 2021-03-15T05:00

In this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyo...

From'the Ibbotson Chart'to Popularity: Lessons Learned From 5 Decades of Asset Allocation from 2021-02-22T06:00

To read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com.

We're Off for Presidents Day from 2021-02-15T07:00

Enjoy the holiday! We'll be back next week.

Daniel Needham: How Changes in Active Management May Create Opportunities for Investors from 2021-01-18T06:00

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Use this link to respond to a few questions to help us continue to deliv...

Income Portfolios: Are They Better for Some Retirees? from 2021-01-11T06:00

To read more about Hong Cheng's research on income portfolios, Listen

Thinking in Bets (and About Biases): A Deep Dive into Using Behavioral Science Techniques in Investing (Ep. 6 Rebroadcast) from 2020-12-28T06:00

Advisors and investors are hearing more and more about behavioral science and behavioral economics, essentially how our humanity gets in the way of rationality, and what we can do to improve our de...

20 Years of'Tipping': What Investors Can Learn From Gladwell's Classic Book (Ep. 34 Rebroadcast) from 2020-12-21T06:00

While we're off for the holidays, please enjoy this rerun of Episode 34. In "The Tipping Point," author Malcolm Gladwell looks at how ideas can spread like viruses. Citing psychological studies an...

Please Take Our Short Survey from 2020-12-17T06:00

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Opportunities in Equities from 2020-12-14T06:00

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The Rise of Big Tech from 2020-11-30T06:47:27

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Value Investing: Intelligent Investing Aims to Get More Than You Pay For (Ep. 16 Rebroadcast) from 2020-11-23T15:25:05

From all of us at Simple but Not Easy and Morningstar Investment Management, Happy Thanksgiving! If you’re in a mood to give thanks—or just want to hear others do so—you might check out Episodes 23...

What Does Good Forecasting Look Like? (And Why Are Weather Forecasters So Good at It?) from 2020-11-16T06:00

Good decisions are often built on good forecasts. But forecasting is hard, in part because it requires us to be aware of both what we know and what we don’t—or even can’t—know. Dan Kemp and Ryan Mu...

Our Investment Convictions: Why We’re Staying Off the Sidelines from 2020-10-26T17:01:37

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Elections, Infections,&Trade Wars: Building Portfolios for Uncertain Times from 2020-10-19T05:00

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Will Growth Stocks Outperform Value Forever? from 2020-09-28T05:00:17

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The Election Cycle: What Really Matters to Investors? from 2020-09-21T05:00:10

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Advisor Profile: For Ephie Coumanakos, Good Advice Is Personal Advice from 2020-09-14T05:00:03

Before her Ivy League education and starting her financial advice practice, Ephie Coumanakos grew up in Athens, Greece. Rooted in business and hard work, she connects with her engineering and other...

Does ESG Investing Lead to Weaker Returns? from 2020-08-31T05:00:22

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Our Investment Convictions: Looking Ahead From the Market Rally from 2020-08-17T05:00:08

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Investing in a Global Recession: Is This Time Different? from 2020-08-10T05:00:16

Global stock markets this year have gone through a dramatic sell-off and recovery in record time. Perhaps more importantly, we’ve seen a significant decline in economic activity since February, lik...

Advisor Profile: From Yale to His Advice Practice, it’s All Hometown to John Caserta from 2020-07-27T05:00:02

John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mate...

Key Investing and Behavioral Messages for Advisor-Client Meetings from 2020-07-20T05:00:11

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Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases from 2020-07-13T05:00:14

Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murph...

Advisor Profile: Kevin Schaefer Coaches Clients to Have a'Simple Smile' from 2020-06-29T05:00:03

Kevin Schaefer coaches clients to plan for the worst, and to be content. An obsession with money distorts smiley faces into ones with dollar-sign eyes and a squiggly mouth because it often leads to...

Ask the PMs: Outlook and Positioning in Our Asset Allocation Portfolios from 2020-06-22T05:00:18

Portfolio managers Dan McNeela and Michelle Ward talk about positioning in our Asset Allocation managed portfolio series and their outlook for key asset classes.

U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last? from 2020-06-15T05:00:06

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Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19 from 2020-05-18T05:00:03

Growing a financial planning practice can be challenging at the best of times. But what if you had to replace your in-person presentations and meet-and-greets with online events and marketing tools...

Markets in Crisis: What Are Potential Implications for Inflation? from 2020-05-11T16:06:04

Inflation has been tame for some time. But where will inflation go from here? Will the massive COVID-19-related stimulus by the Fed and the Treasury lead to higher inflation? Or will rocketing unem...

Markets in Crisis: Finding Income in Today's Markets from 2020-04-27T05:00:08

Income investors might despair in today's COVID-19-ravaged environment—the Federal Reserve has lowered cash rates to near zero, shuttered businesses can’t pay stock dividends, and defaults are expe...

Markets in Crisis: What’s Important to Remember During Trying Times? from 2020-04-20T05:00:01

We continue our series of episodes based on webcasts, with this week looking at what messages advisors might share with clients to help them understand how today's market environment may affect the...

Markets in Crisis: Q1 Update and a Look Ahead from 2020-04-13T19:04:30

Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on wher...

Markets in Crisis: Answering Advisors'Questions from 2020-03-30T16:26

Daniel Needham, president and global chief investment officer at Morningstar Investment Management, discusses the recent stimulus and unemployment announcements, as well as asset class views--both ...

Markets in Crisis: Our Long-Term, Valuation-Driven Views of Markets Today from 2020-03-23T05:00:16

Daniel Needham and Andrew Lill share their views on markets, the economy, and how we're dealing with the crisis brought on by the novel coronavirus. Also, Ryan Murphy on how to keep clients calm am...

To Annuitize or Not: New Research by David Blanchett from 2020-03-16T05:00:01

Should retirees buy annuities to insure a steady stream of income? Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture ...

Outlook 2020 Pt. 2: Finding Opportunities When Most Markets Are Overpriced from 2020-02-24T06:00:05

We conclude our two-part conversation on our Outlook for 2020 and beyond with views on asset classes we view as being attractively priced. Philip Straehl, head of capital markets & asset allocation...

Outlook 2020, Pt. 1: Assessing the Aggregate Risk-for-Reward Picture from 2020-02-10T15:40:14

We begin our two-part conversation on our Outlook for 2020 and beyond with a look at the aggregate risk/reward landscape around the world. Host Drew Carter welcomes Philip Straehl, head of capital ...

Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice from 2020-01-27T06:00:05

Peter Dugery, head of sales at Morningstar Investment Management, leads a discussion on the environment advisors face today. His guests are Matt Unger, the founder and managing director at Focus A...

Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts from 2020-01-13T06:00:02

Four portfolio managers describe how they evaluate and select stocks for their concentrated portfolios.

Markets Quiz: Test Your Knowledge! from 2019-12-16T06:00:02

Questions? Contact us at simple@morningstar.com.

Learn more about Morningstar® Managed PortfoliosSM at mp.morningst...

Talking Turkey: Pt. 2 from 2019-11-25T06:00:03

In part two of our giving-thanks episode, more members of our investment team share what they're thankful for, and what they'd be thankful for if it were to happen. John Owens talks IPOs, Marta Nor...

Talking Turkey: What We're Thankful for in 2019, and What We'd Be Thankful for in the Future, Pt. 1 from 2019-11-18T06:00:14

Ryan Murphy talks about why it's good to give thanks, and how it can make us better investors. Then Brian Huckstep, Dan McNeela, Cindy Galiano, and Mike Stathakis share what investment developments...

Our Best Ideas: Providing Income in a Low-Rate Environment from 2019-11-11T06:00:10

How should a portfolio to seek to deliver income to an investor? By maximizing dividend yield? Total return? Or perhaps through an endowment model that tries to keep capital from drawing down? Our ...

Market Turbulence and Loss: Behaving Well When Markets Go Bad from 2019-10-28T05:00:22

Market losses can be upsetting. Aside from the pain of losing money, there’s something about it that just doesn’t feel right. Yet, we know that market dips, declines, and disasters are all a part o...

Contrarian Ideas: Have Lower Oil Prices Made Energy Stocks Attractive? from 2019-10-18T21:36:01

On September 14, 2019, Saudi Arabian oil fields were attacked, leading to a spike in oil prices. But the spike quickly subsided, with prices falling back—and even below—their pre-spike prices about...

Better Decision-Making Through Diverse Opinions, Pt. 2 from 2019-10-14T14:30:54

Getting more women into portfolio management might seem like a no-brainer. But Marta Norton, portfolio manager at Morningstar Investment Management, says "it’s a knotty problem because you don’t ...

Value Investing: Intelligent Investing Aims to Get More Than You Pay For from 2019-09-30T05:05:23

Too often value investing is confused with the value style, and value investors are mistakenly thought to buy only value stocks. Daniel Needham, president and chief investment officer at Mornings...

Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager from 2019-09-23T15:24:39

Is "outsourcing" a dirty word? Are managed money offerings all the same? Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money m...

Dump the Dow: Why What You Pay Attention to Matters from 2019-09-16T05:00:11

In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors. John, who's a senior equity portfolio mana...

Our Back-to-School Reading List (Part 2) from 2019-08-26T09:00:10

While host Drew Carter is on sabbatical, producer Sammie Spector guest hosts a two-part series on top reading recommendations from Morningstar employees. Guests include everyone from our portfolio ...

Our Back-to-School Reading List (Part 1) from 2019-08-19T09:00:08

While host Drew Carter is on sabbatical, producer Sammie Spector guest hosts a two-part series on top reading recommendations from Morningstar employees. Guests include Christine Benz as well as po...

"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement from 2019-08-12T09:00:04

When you save and invest, most likely your biggest financial goal is retirement, a topic that can be daunting or even frightening on both a personal level and on a macro level. Host Drew Carter dis...

The Next Generation of Investors: A Conversation with Millennials from 2019-07-29T09:00:05

Millennials. Has a generation ever attracted so much attention from—or created so much angst within—the financial services industry? If you Google “Millennials and financial advisors” or “Millennia...

Not-So-Crude Markets: Energy Infrastructure and MLPs from 2019-07-22T09:00:04

Like all investments, MLPs have risks investors should consider before making an investment decision. Those risks include governance features that can favor management over other investors, pote...

Thinking in Bets, and About Biases: A Deep Dive into Using Behavioral Science Techniques in Investing from 2019-07-16T20:47:55

Some Like It Hot: Looking into the IPO Market from 2019-06-24T08:00:07

The market for initial public offerings, or IPOs, in the U.S. is hot, with household names like Lyft, Uber, and Pinterest coming to the public markets with a lot of media coverage and interest from...

Planting Sustainable Investing in Your Practice [Part 2] from 2019-06-18T04:08:05

Now that we've been given a great background on sustainable investing, Drew Carter turns our attention to how advisors and investors might go about investing in a sustainable way. Recorded on: Ap...

What Is Sustainable Investing? [Part 1] from 2019-06-14T13:34:44

Are you new to sustainable investing and ESG? Guests Jon Hale and Julie Koska of Morningstar Research Services explain how managers are incorporating environmental, social, and governance into inve...