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Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Policy and Regulatory Commentary
A Stronger CFPB Is Soon Likely
The U.S. Senate Banking Committee will hold a hearing next week to consider the nomination of Rohit Chopra, President Joe Biden’s choice to lead the Consumer Financial Protection Bureau (CFPB)
Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
This piece is approved to use with clients.
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
Portfolio Construction Insights
How a Bond Ladder Can Offer Stability in Any Market Condition
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
Policy and Regulatory Commentary
Assembling a Cabinet
One week after his inauguration as the 46th President of the United States, the Senate has confirmed four of Joe Biden’s cabinet picks.
Policy and Regulatory Commentary
The First Twenty Four Hours (Or So)
In just a few hours, Joe Biden will become the president of the United States. Today’s inauguration ceremony will not look like ceremonies past, though the day did begin with President-elect Biden attending church services, a tradition carried out by many previous presidents.