report by BMO Global Asset Management
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.
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.
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.
Fed policymakers will not tighten monetary policy until inflation remains above 2% and job gains are robust.
Lower CLO issuance and slowing loan downgrades, along with some attractive yields, have produced value in certain CLOs.
The high yield bond sector represents attractive value because of its improving credit quality and inexpensive valuations.
T. Rowe Price's working group provides an update to the plans to replace LIBOR with new alternative reference rates.
U.S.-based bond investors who hedge the currencies of foreign bonds can obtain higher yields and mitigate portfolio volatility.
Even in the best of times, investing can be challenging. Ryan Murphy, Morningstar Investment Management head of Decision Sciences, discusses how, in difficult times, it can be helpful for investors to take pause.
Market dips and dives can feel like punches at times, and all investors need to balance emotions like fear and regret with decision-making. Hear insights on what investors can do for themselves to avoid decision pitfalls.
The low duration management team uses a multi-sector approach as we try to capture a suitable amount of risk-adjusted yield.
What does the new fixed income environment look like as the global economy slowly starts to rebuild?