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Market Outlooks
Weekly Market Snapshot: February 19, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Fixed Income Insights
Why BBB munis are an A+ opportunity in our books
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Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
Fixed Income Insights
February 2021 Fixed Income Market Update
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In our view, January may prove to be a microcosm of the new year. Optimism abounds for progress against the pandemic and a rapid economic recovery, but challenges remain on both fronts.
Market Outlooks
Inflation: Much discussed but rarely witnessed
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Alongside the prospect for a strong economic recovery, a growing debate has sprung up around the path of inflation and whether it could derail growth.
Market Outlooks
BMO Market Charts: February 17, 2021
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The diversification benefit of owning both stocks and bonds has historically helped investors navigate adverse market conditions between the two asset classes.
Market Outlooks
Weekly Market Snapshot: February 12, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
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Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.
Market Outlooks
BMO Market Charts - February 08, 2021
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Despite the changes in rates over the last decade, income has been the primary driver of total return for high yield corporate bonds.
Market Outlooks
Weekly Market Snapshot: February 5, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
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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.