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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.
Portfolio Construction Insights
8 Actionable Ideas for Financial Advisors Today
This piece is approved to use with clients.
Today’s financial advice environment is complex, with large sums of cash on the sidelines and nervousness among clients rising. Some clients don’t want to miss the market bounce, but they are equally aware of a global recession, inflation, and profit declines. The current conditions are ripe for errors, providing a potential opportunity for advisors to add value.
Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
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At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
Active/Passive Management
The Changing Nature of Active Management
This piece is approved to use with clients.
Research shows that investors need to not only be active to outperform; they need to be patient. President and Global CIO Daniel Needham discusses why we believe the changing nature of active management is an opportunity and an advantage--and how to help investors understand the inherent benefits of staying the course.
Portfolio Construction Insights
How a Bond Ladder Can Offer Stability in Any Market Condition
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
Portfolio Construction Insights
How We Uncover Value in Challenging Times
This piece is approved to use with clients.
COVID-19 has tested the resolve of even the most seasoned investors, leading some to question investment strategy and portfolio mix. However, faced with uncertainty, we are unwavering in our belief that a consistent investment approach helps us find opportunities that may deliver greater value. Portfolio Manager Gareth Lyons covers our four-pillar investment process and how it’s designed to reveal holdings with long-term potential.