Investing Insights

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world’s most valuable company says it could earn even more if geopolitical tensions between…

The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international rev…

Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/…

It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. A popular …

Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group …

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncerta…

Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investment’s risks and rewards.

On this episode:

1. What are…

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn’t benefit from it.

On this episode:

• Let’s focus on when divide…

Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.

On this episode:

President Trum…

Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.

What Was Surprising From Q2 Marke…

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategi…

Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.  

W…

Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his sessi…

Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year.

How Diversification Has Held U…

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to …

Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.  

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Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-prot…

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import t…

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warre…

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial…