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Portfolio Construction Insights
8 Actionable Ideas for Financial Advisors Today
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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.
Fixed Income Insights
Why the Eurozone Will Not Mirror China’s Post-COVID Recovery
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The eurozone's post-COVID recovery is set to be slower and more painful than China's.
Fixed Income Insights
Fasten Your Seatbelt for More Interest Rate Volatility
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The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
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.
Fixed Income Insights
Weekly Macro Update: TikTok on the Clock, Now Don’t Let Fiscal Stimulus Stop
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TikTok may be the tip of the iceberg as the U.S. recommends tech companies remove Chinese apps from their app stores. Uncertainty around the next stimulus package may continue to weigh on consumer spending as we expect weaker data for July.
Fixed Income Insights
CLOs: Volatility Continues, But Value Opportunities Emerge
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As macro volatility continued to pummel markets throughout the first quarter, CLOs felt the effects—with dramatic price moves among tranches as investors clamored for liquidity. But we believe that those who invest with an active manager and take a long-term view will benefit.
Fixed Income Insights
High Yield: Finding Value in a Landscape Rife with Risk
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Concerns surrounding COVID-19, lower oil prices and a global recession have weighed heavily on markets—including global high yield bonds and leveraged loans. While value opportunities are emerging, the landscape is punctuated with risks that must be carefully navigated.
Fixed Income Insights
Investment Grade Credit Markets Make an About-Face
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As investment grade markets pivot sharply, with spreads reaching their widest level in over a decade, investors turn disproportionately toward quality and liquidity.