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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.
Goals/Needs-Based Investing
Sustainable Investing: The New Normal?
This piece is approved to use with clients.
Think of it as investing with a conscience. In these exceptional times, investors are grappling with how they can reach their goals without compromising their values. Portfolio Manager Paul Arnold discusses how sustainable investing aims to generate competitive long-term financial returns as well as positive societal impact.
Portfolio Construction Insights
Today, Not All is Equal
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We are seeing the highest margin of superiority on record, with a significant gap between our highest and lowest ranking sectors, exceeding levels seen in the Chinese growth scare in early 2016 and the financial crisis of 2008. James Foot, Head of Capital Markets & Asset Allocation, EMEA, discusses the unique nature of the market landscape, as well as some of the sensible actions that we believe can empower investor success.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Market Outlooks
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
This piece is approved to use with clients.
We take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times.
Client Experience
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
This piece is approved to use with clients.
Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.
Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
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Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.
Market Outlooks
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
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International equity markets have trailed the U.S. for more than a decade. Does that make this asset class an opportunity or a value trap? We describe why we think international markets are poised for outperformance.