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Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
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Portfolio Construction Insights
Focus on Equities: Uncertainty and Volatility Create Opportunity
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Individual stock prices move around much more frequently than business value. At Morningstar Investment Management, we embrace stock price volatility as it provides opportunities to improve our portfolios. We are more optimistic about the long-term outcomes for our portfolios today than we were at the start of 2022. Here's why.
Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Portfolio Construction Insights
In defense of defensive fixed income: The case for adding duration
Curated content for RIAs.
Senior Portfolio Strategist Lara Reinhard outlines three reasons why investors with the appropriate risk tolerance and objectives might consider adding intermediate-duration bonds back to their fixed income portfolios.
Portfolio Construction Insights
Sinking sentiment: When a bad mood is good news for markets
Curated content for RIAs.
This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?
Portfolio Construction Insights
The Risk Report: 2022 Edition
When portfolios don't deliver outcomes as expected the number one question is "Why?". The Risk Report: 2022 Edition has the answers.
Personalization
Direct Indexing 101: Satisfying Today's Demand for Greater Personalization
Advancements in technology and portfolio software have democratized access to these personalized portfolios through direct indexing, an innovative strategy that is redefining the competitive landscape for financial advice.
Sustainable Investing
ESG Investing: How to Assess and Navigate Biodiversity Risk
Biodiversity loss among the top 3 global risks over the next 10 years
Tax Management
How to Improve After-Tax Return by Harvesting Investment Losses More Frequently
Investors who harvest losses more frequently to offset investment gains may enhance their after-tax returns. We show how much of a difference higher frequency may make.
Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
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.
Portfolio Construction Insights
Tax-Loss Harvesting Ideas for Down Markets
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Today’s negative returns may present the most significant tax-loss harvesting opportunities in decades. Learn how to implement tax-loss harvesting throughout the year to make the most of these losses.
Sustainable Investing
How to Build an ESG Core When Harvesting Losses
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Widespread market losses and the increased availability of ESG funds make harvesting losses and repositioning for ESG a compelling proposition now.