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Market Outlooks
MarketScape: Investors Could Look Past Current Market Snags, or Maybe Not
This piece is approved to use with clients.
An economic slowdown looms but investors could overlook it under the right conditions. Chief Investment Strategist for North America Chris Shipley analyzes how investor sentiment could change quickly.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
This piece is approved to use with clients.
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? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
Personalization
An Inside Look at Direct Indexing
This piece is approved to use with clients.
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 investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Market Outlooks
MarketScape: Why Diverging Earnings Trends for Growth and Value Matter
This piece is approved to use with clients.
The slide in global stocks may be creating some mispricing and, therefore, opportunities for investors.