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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.
Market Outlooks
Weekly Market Compass: Has "irrational exuberance" gotten the better of markets?
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Well, let me try to answer that question based on my own experience. I entered the financial services industry in late 1995, a bright-eyed and eager runaway from the practice of law. Not soon afterward, I listened intently to a historic speech by then-Federal Reserve Chair Alan Greenspan, who suggested that the stock market was exhibiting “irrational exuberance.
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.
Market Outlooks
What to do about interest rates in 2021
See how historically low rates impact your wallet now.
Market Outlooks
Chart of the week: Adding fuel to the stock fire
Although the "meme stocks" have been dominating the news with their meteoric rise, don’t forget that the entire US market is at all-time highs.
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.
Active/Passive Management
The Changing Nature of Active Management
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Research shows that investors need to not only be active to outperform; they need to be patient. President and Global CIO Daniel Needham discusses why we believe the changing nature of active management is an opportunity and an advantage--and how to help investors understand the inherent benefits of staying the course.
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.