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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.
Market Outlooks
Global Convictions: Latest Asset Class Research
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As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Market Outlooks
10 Charts to Explain Today's Market
This piece is approved to use with clients.
To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.
Policy and Regulatory Commentary
With More Stimulus on the Horizon, Fed Expects a Strong Recovery in 2021
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The Federal Reserve in March raised its forecasts for GDP growth, inflation and employment, based on the $1.9 trillion in new stimulus signed into law and an accelerated vaccine rollout.
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.
Goals/Needs-Based Investing
Outcome-Based Investing Guide
This piece is approved to use with clients.
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
Our Global Convictions: Why We’re Staying Off the Sidelines
This piece is approved to use with clients.
Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.