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Market Outlooks
Yields Fall on Signs of Lower Inflation, US Report Expected to Show Slowing Inflation
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Government bond yields in the U.S. and Germany fell last week while stocks rose. U.S. Consumer Price Index year-over-year inflation for December is expected to fall from November.
Market Outlooks
MarketScape: Investors Could Look Past Current Market Snags, or Maybe Not
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An economic slowdown looms but investors could overlook it under the right conditions. Chief Investment Strategist for North America Chris Shipley analyzes how investor sentiment could change quickly.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
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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.
Market Outlooks
Yields Fall on Signs of Lower Inflation, US Report Expected to Show Slowing Inflation
Government bond yields in the U.S. and Germany fell last week while stocks rose. U.S. Consumer Price Index year-over-year inflation for December is expected to fall from November.
Market Outlooks
A Ripe Environment for Value Valuations
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As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a higher-quality portfolio for a discounted price relative to the index, creating an attractive entry point for our actively managed small- to mid-cap value strategies. But before we get to that, let’s take a step back and look at how we got here.
Market Outlooks
Lessons From a Chaotic Year
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Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar.