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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
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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.
Goals/Needs-Based Investing
Outcome-Based Investing Guide
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When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Market Outlooks
Weekly Macro Update: Groundhog or Canary?
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The recent market gyrations look more like an entertaining sideshow, but it’s worth asking when they might be a signal of something worse.
Market Outlooks
Weekly Macro Update: The Best Way to Get a Car Out of a Ditch
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And how investors should judge the next round of government spending.
Market Outlooks
Weekly Macro Update: An Investment Scorecard for the Biden Administration
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History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
Market Outlooks
Weekly Macro Update: A Recipe for the Next Financial Crisis
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It may not come soon or deliver the same shock, but the ingredients that triggered so many predecessors are already coming into view.
Market Outlooks
Weekly Macro Update: A Secret Plan for America’s New China Policy
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It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.
Market Outlooks
Weekly Macro Update: Why it’s so Hard to go Bankrupt… And Why That Will Change
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Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.