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Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
This piece is approved to use with clients.
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.
Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
This piece is approved to use with clients.
While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
This piece is approved to use with clients.
What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Sustainable Investing
An Investor's Guide to Understanding Federated's Money Management
Overview of Federated's approach to managing money market funds, including process, philosophy and intensive credit analysis.
Market Outlooks
Patience Is A Virtue
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.
Manager & Investment Selection
Beware 'greenwashing'
This piece is approved to use with clients.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Sustainable Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.