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Market Outlooks
Student of the Market by BlackRock
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December 2022 highlights:
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.
Portfolio Construction Insights
Focus on Equities: Uncertainty and Volatility Create Opportunity
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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
Global Weekly Commentary: Why 2023 will be different
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We see three shifts shaping 2023 as the new regime keeps playing out. First, we see DM economies facing recession.
Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
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The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.