report by BlackRock
Results for ""
Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.
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.
Behavioral Finance
Have the Rules of Investing Changed?
This piece is approved to use with clients.
Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
This piece is approved to use with clients.
With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Portfolio Construction Insights
How We Uncover Value in Challenging Times
This piece is approved to use with clients.
COVID-19 has tested the resolve of even the most seasoned investors, leading some to question investment strategy and portfolio mix. However, faced with uncertainty, we are unwavering in our belief that a consistent investment approach helps us find opportunities that may deliver greater value. Portfolio Manager Gareth Lyons covers our four-pillar investment process and how it’s designed to reveal holdings with long-term potential.