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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.
Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Market Outlooks
Global Convictions: Latest Asset Class Research
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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.
Market Outlooks
MarketScape: Why Diverging Earnings Trends for Growth and Value Matter
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The slide in global stocks may be creating some mispricing and, therefore, opportunities for investors.
Market Outlooks
MarketScape: Investors Still Guessing on Interest Rate Peak
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More inflation surprises and the U.K. market crisis show how changes to the interest rate outlook can quickly move markets.
Market Outlooks
Global Equities Gain, European Central Bank May Increase Rate
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U.S. equity gains led global stocks, as the two-year Treasury yield fell. The European Central Bank is anticipated to boost its rate by 0.75%.