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Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.
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.
Behavioral Finance
Have the Rules of Investing Changed?
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Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
This piece is approved to use with clients.
With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Portfolio Construction Insights
Is It Time to Take Risk Off the Table? Four Pillars Explained.
This piece is approved to use with clients.
Mike Coop, head of Multi-Asset Portfolio Management, Europe, covers how we believe our investment approach is designed to help us achieve better investment outcomes.
Behavioral Finance
Behavioral Lessons in Difficult Times
This piece is approved to use with clients.
Even in the best of times, investing can be challenging. Ryan Murphy, Morningstar Investment Management head of Decision Sciences, discusses how, in difficult times, it can be helpful for investors to take pause.