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Market Outlooks
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity.
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Market Outlooks
Finding Balance After a Significant Q4 Rebound
This piece is approved to use with clients.
Philip Straehl, Gloabl Head of Research for Morningstar Investment Management LLC, gives our take on where asset class valuations stand, after the market volatility of 2020. He also covers the global aggregate reward-for-risk picture, and our outlook on major asset classes.
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
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.
Behavioral Finance
Behavioral Advisor: Investing Through the Headlines
After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time period can help to regain a sense of balance and perspective. The ability to look past today’s headlines is key to long-term investing.
Market Outlooks
Behavioral Advisor: Don't Hesitate to Build Your Wealth
Investors often fret about the market environment and ask if they should invest now or hold off for a better time. For long-term investors, making regular contributions is more important than when the contributions are made each year.
Behavioral Finance
Behavioural Advisor: Does the Election Matter?
The presidential election has generated especially strong emotions this go-around. Both sides fear the other candidate will win and many believe that as a result the economy will go into a death spiral. This fear is driving many investors out of the market, waiting on the sidelines for the outcome. A look at past elections and market returns suggests they’ll be missing out.
Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.