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Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
This piece is approved to use with clients.
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.
Portfolio Construction Insights
Focus on Equities: Uncertainty and Volatility Create Opportunity
This piece is approved to use with clients.
Individual stock prices move around much more frequently than business value. At Morningstar Investment Management, we embrace stock price volatility as it provides opportunities to improve our portfolios. We are more optimistic about the long-term outcomes for our portfolios today than we were at the start of 2022. Here's why.
Market Outlooks
A Ripe Environment for Value Valuations
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.
Portfolio Construction Insights
In defense of defensive fixed income: The case for adding duration
Curated content for RIAs.
Senior Portfolio Strategist Lara Reinhard outlines three reasons why investors with the appropriate risk tolerance and objectives might consider adding intermediate-duration bonds back to their fixed income portfolios.
Portfolio Construction Insights
Sinking sentiment: When a bad mood is good news for markets
Curated content for RIAs.
This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?
Market Outlooks
Market GPS 2023 Investment Outlook
Curated content for RIAs.
Equities: Follow the data, not the drama. Fixed Income: Ingredients in the mix for a more appetising 2023…