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Market Outlooks
Weekly Investment Commentary: Public or private – both deserve credit
This piece is approved to use with clients.
Prior to 2022, investors were forced to chase yields in private fixed income as yields in public fixed income remained stubbornly low.
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
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.
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
Weekly Investment Commentary: Out with the old, in with the same old…for now
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We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Market Outlooks
Weekly Investment Commentary: 2023: Shifting gears from inflation to recession
This piece is approved to use with clients.
For equities, the best offense is a good defense — in the near term. Heading into year-end, we continue to prefer defensive equity positioning, allocating to dividend growth stocks and U.S. public infrastructure, which can serve as a hedge against sticky inflation.