As the economy recovers and value stocks start to rotate back into favor, we believe our portfolios’ valuation-driven approach along with active security selection has the potential to capitalize on to capitalize on today’s market trends.
Insights to help investors can get the most out of their retirement savings.
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.
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.
We are seeing the highest margin of superiority on record, with a significant gap between our highest and lowest ranking sectors, exceeding levels seen in the Chinese growth scare in early 2016 and the financial crisis of 2008. James Foot, Head of Capital Markets & Asset Allocation, EMEA, discusses the unique nature of the market landscape, as well as some of the sensible actions that we believe can empower investor success.
Mike Coop, head of Multi-Asset Portfolio Management, Europe, covers how we believe our investment approach is designed to help us achieve better investment outcomes.
Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.