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Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
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.
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.
Market Outlooks
Global Convictions: Latest Asset Class Research
This piece is approved to use with clients.
As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Children & College Savings
4 ways to tackle student loan debt
This piece is approved to use with clients.
Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.
Client Relationships
Ways Women Can Save and Build Wealth
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We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.