Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
- Update frequency
- every 6 days
- Average duration
- 18 minutes
- Episodes
- 161
- Years Active
- 2022 - 2025
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?
Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott ex…
Market Volatility: What Lies Ahead in Trump's Trade War
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this mar…
Market Volatility: What to Watch in Q2 After Big Swings in Q1
Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.
What’s the Difference Betwe…
Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might b…
Can Healthcare Stocks Keep Outperforming the Market?
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.
Key Takeaways:
Why…
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downs…
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.
Limiting the Financial Impact of …
Why the Bond Market Looks Brighter Than It Did in 2022
Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a p…
Where to Find Bargain Stocks in an Expensive Market
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains.
…
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four…
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we h…
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US …
Introducing The Morning Filter
Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.
https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services,…
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity an…
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the ris…
Where Investors Can Find the Highest Bond Yields in 2025
Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.
Why …
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some …
How to Diversify Your Portfolio to Handle a Market Correction
Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving G…
What Higher Bond Yields Mean for Markets in 2025
Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how…