Investors remain concerned as they weigh four key developments. To help navigate the current volatility, Morningstar Investment Management provides perspective on the major asset classes.
Every investor, even the professionals, invest for one primary reason: to meet individual financial goals. From our vantage point, better yields across fixed-income and lower-valuation multiples within equities make markets more attractive today than they were a year ago. Here’s our take on the market
Stocks and bonds have had a tough start to 2022, falling together at the same time. This is one of the most uncomfortable market scenarios, but the silver lining is that it has created opportunity. Here's our take.
Given the overarching questions about capitalism and political freedom, many are rightfully fearful about the uncertainty ahead. The key is to understand what we can control and position ourselves in assets that give you the highest likelihood of reaching your goals. We seek a steady journey but must expect modest setbacks, which sow the seeds for the future.
It appears that FOMO has been reduced to one letter, F. Fear surrounds inflation, rising interest rates, and the potential for a recession —all of which have spooked the equity markets. We believe the long-term financial potential of owning a portfolio of high-quality businesses can far outweigh the more challenging periods.
To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.