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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.
Portfolio Construction Insights
How a Bond Ladder Can Offer Stability in Any Market Condition
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
Fixed Income Insights
January 2021 Fixed Income Market Update
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A new coronavirus strain first observed in the United Kingdom, which is believed to be significantly more contagious, has spread across borders and been observed in the U.S. in several states.
Fixed Income Insights
December 2020 Fixed Income Market Update
News and Nuggets regarding the fixed income markets
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Fixed Income Insights
November 2020 Fixed Income Market Update
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In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
Alternative Investments
Understanding Gold: An Expensive Insurance Policy?
One of the most significant investment winners year-to-date in 2020 has been gold. What is behind the sudden interest in the yellow metal? We look at the history of gold as an investment and what may have been driving the rise in the price of gold in 2020.
Fixed Income Insights
October Fixed Income Market Update
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In our view, while economic data has been generally improving, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus. Given tensions and political posturing entering the last stages of election season, short-term we believe risk premiums should be higher on the margin until resolution of the election.