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Behavioral Finance
Market Perspective: There are No Rewards Without Risk
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2022 reminded investors of the risk from investing, but none of this makes losses palatable. As the old axiom goes, “there are no rewards without risk.” Here's perspective from Marta Norton, CIO, Americas, Morningstar Investment Management LLC.
Personalization
An Inside Look at Direct Indexing
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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
Global Weekly Commentary: Why 2023 will be different
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We see three shifts shaping 2023 as the new regime keeps playing out. First, we see DM economies facing recession.
Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
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The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.
Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
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We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Market Outlooks
Global Weekly Commentary: Aging raises cost of curbing inflation
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The share of the U.S. population in work or seeking a job is still below pre-Covid levels.