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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.
Portfolio Construction Insights
How a Bond Ladder Can Offer Stability in Any Market Condition
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
Market Outlooks
If Demography is Destiny, Thank a Millennial
When markets obsess over the news of the day, such as GameStop and a short squeeze of epic proportion (more on that in a bit), the best thing we can do as long-term investors is take a step back and focus on what drives the stock market, and the economy, over time.
Market Outlooks
Kind of, pretty much, just about divided government
The S&P 500 Index is up an extraordinary 16% since election day – November 3, 2020.
Market Outlooks
To paraphrase Yogi Berra, what can we observe by watching gold and copper?
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The late, great Yogi Berra, in addition to winning 10 World Series with the New York Yankees, was the creator of numerous classic malapropisms, including, “You can observe a lot by just watching.”
Market Outlooks
In a big November, small caps come up REALLY BIG
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As we take pen to paper for this Weekly Wire we have one trading day left in November, and what a November it has been for our country, our economy, and our stock market:
Market Outlooks
Considering the long-term economic consequences of COVID-19
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COVID-19 is first and foremost a healthcare crisis, and its impact on the world has been devastating. That said, as investors, we must try to determine the long-term economic consequences of the pandemic.
Policy and Regulatory Commentary
We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960 and made it famous around the world.
Market Outlooks
Weekly Wire: The (presumed) policy implications of 11/3/2020
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While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.