Podcasts about morningstar investment management

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management's Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.Key Takeaways:What a Potential Trade Deal Between the US and UK Means for Market SentimentWhat Countries Need to Strike a Trade Deal to Calm Wall Street?What Persistent High Tariffs and Falling Imports From China Could Mean for the USHow Japan Moving Out of US Treasuries Could Rattle the Bond MarketHow Trump's Tariffs on International Movies Could Affect the Services SectorHow Tariff-Induced Market Volatility Affects the US Dollar's Strength GloballyHas Market Volatility Made the US a Risky Bet for Stock Investors?How Investors and Investment Managers Should Handle Market VolatilityWhat to Watch Before Trump's 90-Day Tariff Pause Ends Read about topics from this episode.  9 Charts on Trump's First 100 Days in the Markets 6 Charts on How Trump's Tariffs Have Upended Global Markets Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs US-China Trade War Cause Us to Reduce Most US Independent Producers' Valuations by 2%-13% US Treasuries Sell Off as Trade War Calls Haven Status Into Question Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil May 2025 US Stock Market Outlook: Eye of the Hurricane What to watch from Morningstar. Berkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump's Trade War Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.Key Takeaways:What an Escalating Trade War Between the US and China Could MeanMacroeconomic Trends and Rising Deglobalization After Trump's Tariffs  What Trump's 90-Day Pause on Tariffs Means for the Markets and Economy  How Market Volatility Could Persist After a Tariff-Induced Stock Selloff and Rebound  Why Fixed Income and Equities Are Responding Differently During Market Volatility  Morningstar Forecasters Predict Higher Economic Risks in 2025Will the Fed Cut Interest Rates in May?How to Protect Your Retirement Portfolio During Market VolatilityWhat Investors Need to Have on Their Radar   Read about topics from this episode.  Tariffs and Emotions Shake Markets Now, But Discipline Wins Long-Term Morningstar's Take on Tariffs: Stock Impacts, Portfolio Tips, and More Even With Trump's Rollback, Tariffs Would Still Damage the US Economy Inflation Slows as Gas Prices Lead Decline in March CPIUS Stocks Surge After Trump Pauses Many New Tariffs Stocks Give Up Gains as Tariff Woes Persist What Do the New Trump Tariffs Mean for Fed Interest-Rate Cuts? How Market Volatility Affects Required Minimum DistributionsA Down-Market Survival Guide for Retirees What Now? An Investor's To-Do List for Chaotic Markets This Time, It Really Is the Tariffs This Is What Real Market Uncertainty Looks Like   What to watch from Morningstar.Market Volatility: What to Watch in Q2 After Big Swings in Q1 Does It Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk  Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Dan Lefkovitz, strategist for Morningstar Indexes, talks about what he finds noteworthy in the bond market today. Philip Straehl, chief investment officer for the Americas for Morningstar Wealth, a part of registered investment adviser Morningstar Investment Management, explains why employees who own company stock should protect their total wealth.Bond Market in Q1 2025Why Did the 10-Year US Treasury Yield Go Up After 2024 Interest Rate Cuts Why Bond Investors Are Worried Following the US Presidential ElectionWhat's the Bright Side for Bonds?The Importance of Portfolio DiversificationMorningstar's 2025 Bond OutlookKey Takeaways on Portfolio DiversificationWhat's New in the Markets?What Are Restricted Stock Units?Risks Associated with RSUsExamining RSU Risk Through Portfolio PersonalizationUnderstanding Concentration Risk's Effect on Your Total WealthDo Separately Managed Accounts Offer Enough Personalization? How Should Investors Mitigate the Risk?How Do Your Financial Goals Play Into Diversifying Your Concentrated Portfolio?Do You Need a Financial Advisor to Diversify Your Portfolio?Key Takeaways on RSUs and Portfolio Personalization Read about topics from this episode.  Experts Forecast Stock and Bond Returns: 2025 EditionWhat Higher Inflation Means for Stock/Bond Correlations10 Financial Rules of Thumb You Don't Have to FollowDo as I Say (Not as I Do)Bonds Might Be Losing Money, but There Is a Bright Side8 Top-Performing High Yield Bond FundsStocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?How to Make Sure Your Personalized Portfolio Doesn't BackfireShould Your Clients' Stock Portfolios Consider Their Careers?  What to watch from Morningstar.Where to Find Bargain Stocks in an Expensive Market These 4 Dividend ETFs Strike the Right Balance for Income Investors Vanguard Fee Cuts May Be Small, But They're a Win For Investors How Inflation, Tariffs, and More Could Impact Your Finances in 2025  Read what our team is writing:Dan LefkovitzPhilip StraehlIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve's interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025How a Strong Jobs Market Fits into the Fed's OutlookWhy Mortgage Rates Rose When Interest Rates FellWhen is the Next Fed Meeting in 2025?Are Interest Rates Going Down in 2025?How Mass Deportations Could Affect Businesses and ConsumersHow US Tariffs Could Affect Consumer Goods PricesTracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode.  What Trump's Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor's Guide to the Next Trump Administration What to watch from Morningstar.Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing:Preston Caldwell Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.Why Cash is No Longer KingIs a 3% Interest Rate Forecast a Wake-Up Call?Why It's a Good Time for Investors to Move Out of CashWhy Investors Should Move Longer Term in Fixed IncomeAre Corporate Bonds Still Attractive?Where We Are Seeing Promising Yields From Global Bonds  What to Keep in Mind When Investing in Global BondsWhere to Invest in 2025 Read about topics from this episode.  Where to Find Returns When Interest Rates Fall Morningstar's 2025 Outlook: Future Market Investment Strategies Morningstar's 2025 Investment Outlook for Financial Advisors Why Our Best Investment Ideas for 2025 Are Outside the US   What to watch from Morningstar. How to Diversify Your Portfolio to Handle a Market CorrectionWhat Higher Bond Yields Mean for Markets in 2025Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.Why Did Bond Yields Rise in the Wake of the Election?How Investors Are Thinking About Rising Bond YieldsWhat the Current Run-Up in Bond Yields Tells Us About the MarketsHow Do Today's Yields Compare to History?Will the Flat Yield Curve Start to Steepen?How Bond Yields Affect the Stock Market  How Long Can the Market Withstand a Higher Interest Rate Environment?How Bond Yields Affect MortgagesHow Today's Bond Yields Can Benefit Investors When Looking at Portfolio Construction  Economic Outlook 2025 Key Takeaways Read about topics from this episode.  Postelection Deficit Concerns Fuel Jump in Bond YieldsTrump's Tariffs: A Wild Card for the Markets in 2025Fed Sticks to Rate Cut Plans, for Now‘Diversification Is Back'—Why 60/40 Portfolios Are Working What to watch from Morningstar.Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024A Simpler Medicare Part D Is Coming. Here's How It Could Save You MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?  Read what our team is writing:Sarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom's second appearance as a guest and Paul's first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar's 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and the Editorial Board of Morningstar Magazine. Before retiring in 2023, Paul was director of research for Morningstar Canada and a senior member of Morningstar's Global Research Team. He led the development of many of the quantitative methodologies behind Morningstar's fund analysis, indexes, advisor tools, and other services. Tom and Paul are accomplished researchers and authors, having individually published or collaborated on numerous academic papers, accepted to prestigious peer-reviewed journals, and their work has received numerous awards through the years. In today's interview, we're focusing on one of their recent collaborations, their new book, Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.BackgroundTom Idzorek Bio“Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning,” The Long View podcast, Morningstar.com, June 7, 2022.Paul Kaplan BioLifetime Financial Advice: A Personalized Optimal Multilevel Approach, by Tom Idzorek and Paul KaplanLifetime Financial Advice“Joining Lifecycle Models With Mean-Variance Optimization,” by Tom Idzorek and Paul Kaplan, papers.ssrn.com, Oct. 19, 2023.Lifetime Financial Advice Book Club Series“Personalized Multiple Account Portfolio Optimization,” by Tom Idzorek, Financial Analysts Journal, June 29, 2023.“The Popularity Asset Pricing Model,” by Tom Idzorek, Paul Kaplan, and Roger Ibbotson, papers.ssrn.com, Oct. 26, 2021.“Popularity: A Bridge Between Classical and Behavioral Finance,” by Roger Ibbotson, Tom Idzorek, Paul Kaplan, and James Xiong, Research Foundation, Dec. 10, 2018.“ESG Investing and the Popularity Asset Pricing Model (PAPM),” by Tom Idzorek, blogs.cfainstitute.org, Feb. 1, 2024.OtherMilton FriedmanFranco ModiglianiPaul SamuelsonRobert MertonRichard ThalerDaniel KahnemanRoger IbbotsonJames Xiong“Modern Portfolio Theory: What MPT Is and How Investors Use It,” by the Investopedia team, Investopedia.com, Aug. 29, 2023.

Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit.Johnson talks about how retirement solutions and research have evolved over the years, what's behind a host of recent innovations, and provides a glimpse into the future.Key Insights:Morningstar Retirement's Evolution and Mission: Morningstar Retirement has maintained a consistent mission since its inception, focused on empowering investor success by providing holistic advice and investment expertise, particularly in the retirement planning space. Over the years, they have expanded from offering a single product to a broad suite of services that now includes fiduciary services, custom target date offerings, and managed accounts.Innovation and Future Focus: Morningstar Retirement emphasizes continuous innovation by listening to clients and expanding the definition of retirement solutions. They are focusing on offering more holistic and actionable retirement solutions, such as personalized annuity recommendations and advisor-managed accounts, to meet the evolving needs of the retirement planning industry.Challenges and Industry Impact: One of the significant challenges highlighted is the lack of access to employer-sponsored retirement plans for many private sector employees. Morningstar Retirement is working to address this issue by making it easier for advisors and record keepers to manage smaller startup plans, aiming to improve access to retirement savings vehicles for a broader population.Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. This recording is for informational purposes only and should not be considered investment advice. Opinions expressed are as of the date of recording; such opinions are subject to change without notice. The views and opinions of guests are not necessarily those of Morningstar and its affiliates. Morningstar Investment Management and its affiliates shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. Morningstar Investment Management does not guarantee the accuracy, or the completeness of the data presented herein. Firm data as of March 31, 2024. DC plan accessibility statistics available at https://press.aarp.org/2022-7-13-New-AARP-Research-Nearly-Half-Americans-Do-Not-Have-Access-to-Retirement-Plans-at-Work. Read more important disclosures here: https://www.morningstar.com/products/social-media-disclosures

Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:

Episode Notes Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. Guest Bio: Charles (Chuck) Rowlan is a Senior Vice President of Business Development for Advyzon. In his current role, Chuck works to promote, implement, and sell Advyzon's comprehensive solution for registered investment advisors across a 16 state region. Previously he held various positions within Morningstar Investment Management and Morningstar, Inc. During this time Chuck spent time working with Morningstar's TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar's software tools including Morningstar DirectSM and Morningstar OfficeSM. Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience. Chuck holds a bachelor's degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.    Recently I had the opportunity to sit down with Carolyn Czaflick, portfolio specialist at Morningstar Investment Management. Carolyn is responsible for communicating the firm's investment philosophy process and strategies, and she participates in the portfolio management meetings, serving as liaison between the portfolio managers and the firm's clients. She brings 25 years of industry experience to our talk about the economy, the markets, all the craziness and volatility that's out there, what it takes to be a solid investor and get through tough times as well as good times. This is about strategy, not market timing, and really getting back to basics as far as what's important when it comes to being an investor. I think you're going to find this highly valuable.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapman

Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.    Recently I had the opportunity to sit down with Carolyn Czaflick, portfolio specialist at Morningstar Investment Management. Carolyn is responsible for communicating the firm's investment philosophy process and strategies, and she participates in the portfolio management meetings, serving as liaison between the portfolio managers and the firm's clients. She brings 25 years of industry experience to our talk about the economy, the markets, all the craziness and volatility that's out there, what it takes to be a solid investor and get through tough times as well as good times. This is about strategy, not market timing, and really getting back to basics as far as what's important when it comes to being an investor. I think you're going to find this highly valuable.For more click on "Transcript" above.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapman

What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone's minds, what actions make sense to support clients? The topics we're discussing today align with the recent release of Morningstar Investment Management's 2023 outlook titled “the positives of investing in this environment”. In today's episode, I'm delighted to have Marta Norton and Philip Straehl with us to dig into the outlook, share their perspective, and as always, be sure to address the implications on client portfolios and any suggested actions to be taken.

Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. Guest Bio:Charles (Chuck) Rowlan is a senior vice president of business development for Advyzon.  In his current role, Chuck works to promote, implement, and sell Advyzon's comprehensive solution for registered investment advisors across a 16 state region.Previously he held various positions within Morningstar Investment Management and Morningstar Inc.  During this time Chuck spent time working with Morningstar's TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar's software tools including Morningstar DirectSM and Morningstar OfficeSM.  Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience.Chuck holds a bachelor's degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.

Kabelo Paile, technical manager for insurance risk at the South African Insurance Association gave tips on how you can have your insurance package in order before you go on holiday.   Roné Swanepoel, business development manager at Morningstar Investment Management looked at different faces of investment risks.    Wayne Duvenage, CEO at Organisation Undoing Tax Abuse was our shapeshifter. He spoke about his career — and the work he does in fighting corruption in South Africa.See omnystudio.com/listener for privacy information.

In the latest episode of In Conversation With, Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management, joins Kimberley Dondo. They discuss the challenges investors faced in 2022 and what opportunities investors may find in 2023.

Bloomberg Radio host Barry Ritholtz speaks with Marta Norton, CFA, who is an investment manager with Morningstar Investment Management. Norton's responsibilities include equity, alternative and fixed income research, asset allocation and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.Atika Valbrun See omnystudio.com/listener for privacy information.

Daniel Needham, CFA, stops by The Business Brew for a wide ranging discussion. Daniel is a wealth of knowledge. He is president of Morningstar’s Wealth Management Solutions, which includes software and aggregation capabilities from Morningstar Office and ByAllAccounts, and the individual investor experience across Morningstar.com, and Morningstar Investment Management.After the recent acquisition, he also oversees the U.K. and international business of Praemium and their core products, which were re-branded to Morningstar Wealth Platform and Wealthcraft, a Morningstar company.Prior to his current role, Needham served as president and global chief investment officer since 2015 for Morningstar’s Investment Management group, a unit of Morningstar, Inc., that provides managed portfolio services, retirement, and investment advisory for financial institutions, plan sponsors, and advisors through investment management entities around the world.In 2013, Needham stepped into the global chief investment officer role for the Investment Management group, and he also assumed responsibility for Morningstar’s investment management operations in Europe. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific, including Ibbotson Associates Australia, where he led the group’s business and investment activities in the region.Needham joined Morningstar in 2009 through the company’s acquisition of Intech Pty Ltd., where he served as chief investment officer. He also held other investment roles including analyst, portfolio manager, and head of multi-strategy. Before joining Intech in 2002, Needham worked for Zurich Financial Services in Sydney. Needham holds a bachelor’s degree in commerce from the University of Sydney, where he majored in finance and economics.He also holds the Chartered Financial Analyst® designation and is an interested trustee for the Morningstar Funds Trust.Supplemental Information -Following the podcast recording, Mr. Needham sent the following information to Bill (shared with permission):Here are some useful books to learn more about MMT and Post-Keynesian economics. It pays to tread carefully with all this stuff given the political leaning of the respective economic schools of thought.Soft Currency Economics – Warren Mosler – provides a lens to why the system is different for certain governments post the gold standardJohn Maynard Keynes – Hyman Minsky – one of the best early critiques of the modern economic consensus that dominates central banks and government treasuries

Over the last decade the landscape for financial advisers and the customers they serve has changed dramatically largely due to regulation aimed at ensuring consumers getter a better, fairer and more transparent deal.
The focus has been on facilitating access to financial advice through simple or limited advice categorisation
Introducing a best interest statuary duty requiring financial advisers to act in the best interests of their clients
Introducing a requirement to obtain a client agreement to ongoing advice fees and fees for related services
And banning conflicted remuneration including commissions, volume payments and soft benefits and making clear distinctions between tied and independent advisers 
But what doest he future hold now as globally Mifid II is upon us, retail investors are having a go on platforms that are lowering barriers to invest on the stock market like easy equities and as the rise of low cost indexing has upended the game?
 Michael Avery is joined by Debra Slabber, Portfolio Specialist Director at Morningstar Investment Management; Craig Gradidge, Investment and Retirement Planning Specialist at Gradidge Mahura Investments; Maya Fisher-French, Personal Finance Writer, TV Presenter and Author as well as Gareth Stobie, MD at CoreShares

It's been a testing year for tech investors. To give this comment some context, take note that the Nasdaq 100 is down almost 20% this year, due largely to the slashed valuations in big tech. Tech start-ups are not immune from the downturn either, with closer scrutiny being applied to business models and balance sheets. Dan Kemp, global CIO at Morningstar Investment Management, joins The Wealthtech Show this week to help us make sense of it all. Will the downturn be here for long? Do investors need to take action? Are we really in a recession? And which tech companies will survive, or even thrive, in the next few years?

In these times what might happen in the financial sector? How can you best protect your money: your wealth? In this episode host Josh Nelson talks with Carolyn Czaflick, of Morningstar Investment Management, about the economy, the markets, all the craziness and volatility that's out there. Plus what it takes to be a solid investor and get through tough times as well as good times. This podcast is not about market timing. It's about strategy. Sound strategy! It's about getting back to basics as far as what's important when it comes to being an investor. We believe you'll find this episode highly valuable.Contact Josh Nelson for a free consultationhttps://keystonefinancial.com10 Charts to Explain Today's Markets: To help navigate the current volatility, we offer 10 charts covering the key issues.https://mp.morningstar.com/en-us

Tom Idzorek Show NotesOur guest this week is Tom Idzorek. Tom is chief investment officer, retirement, for Morningstar Investment Management, which is Morningstar's affiliated asset-management arm. Previously, Tom was president of Morningstar Investment Management and before that was a leading researcher at Ibbotson Associates. Tom has collaborated on a number of influential academic studies on topics including asset allocation, the liquidity of stocks, and the role of popularity and security prices. Tom serves on the editorial board of the CFA Institute's Financial Analysts Journal. He received his bachelor's degree from Arizona State University and his MBA from Thunderbird School of Global Management. He is also a CFA charterholder.BackgroundBioAsset Allocation and Managed AccountsRoger IbbotsonPeng ChenBarton WaringLarry SiegelActive Portfolio Management: A Quantitative Approach for Producing Superior Returns and Controlling Risk, by Richard Grinold and Ronald Kahn“Stop Guessing: Using Participant Data to Select the Optimal QDIA,” by Thomas Idzorek, David Blanchett, and Daniel Bruns, Morningstar.com, Jan. 30, 2018.ByAllAccountsModern Portfolio TheoryAcademic Research“Liquidity Style of Mutual Funds,” by Thomas Idzorek, James Xiong, and Roger Ibbotson, papers.ssrn.com, Feb. 10, 2012.“The Popularity Asset Pricing Model,” by Thomas Idzorek, Paul Kaplan, and Roger Ibbotson, papers.ssrn.com, Oct. 25, 2021.“Forming ESG-Oriented Portfolios: A Popularity Approach,” by Thomas Idzorek and Paul Kaplan, papers.ssrn.com, May 20, 2022.“Popularity: A Bridge Between Classical and Behavioral Finance,” by Roger Ibbotson, Thomas Idzorek, Paul Kaplan, and James Xiong, papers.ssrn.com, Dec. 10, 2018.

In this week's special episode, David Harrell from Morningstar Investment Management and Kevin Brown from Morningstar Research Services do a deep dive into the top three companies on Morningstar's REIT coverage list.

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets?

Are your investing decisions based on a long term strategy or tactics? Glen and Jody Fitzgerald from Morningstar Investment Management unpack the difference in this short and sharp episode.m3 episode mentioned in the chat: 516b inflation & interest rates 101, investor behaviours + a checklist for investing in volatile marketsmy millennial money express is now my millennial investor!

Australia's on the brink of an interest rate rise for the first time in over 10 years, wild! Jody Fitzgerald from Morningstar Investment Management returns to the show to unpack this along with four things that investors can do to make better decisions when the share market is volatile.Mentioned in the chat:238 psychology of investing

In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting to investors. John, who's a senior equity portfolio manager at Morningstar Investment Management, explains why investors should disregard single-day Dow point drops, and also any short-term performance. Ryan, who's head of decision science at Morningstar Investment Management, shares some recent research that shows someone's risk perspective can be affected by what they pay attention to. Together, our guests discuss how discipline and nudges can help investors ignore the noise and stay focused on their financial goals.

In today's episode Glen chats with Jody Fitzgerald from Morningstar Investment Management about how financial markets and share portfolios are impacted when significant global events occur.Here is the article Jody mentioned in the chatListen to 238 psychology of investing

In this rebroadcast of an episode from 2020, we explore why advisors might change the focus of annual meetings to progress updates with Ryan Murphy, head of decision sciences at Morningstar Investment Management. And Daniel Needham, president, shares his thoughts on how to keep investors focused on the long term.

"[W]e can't avoid the reality that we're experiencing and probably will continue to experience stress, uncertainty, and change. But the question is, how do we cope?" — Sarah Newcomb Given recent market volatility, we thought it might be helpful to revisit this episode from July 13, 2020, which features two experts on investor behavior and decision-making. Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.

In this episode, you'll hear about: David's background.The most compelling research David is working on now — the value of advisers.Plan providers and advice — should they give it?Why delay the start of Social Security benefits?Decumulation.Inflation.Related Article:  Demand for Social Security advice increasesGomez would bring industry experience to DOL's retirement plan oversightThis season is brought to you by RealizedRealized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. For more information, visit www.Realized1031.com/RepairShop to learn more.Guest BioDavid Blanchett, PhD, CFA, CFP, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Co.David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor and the Wall Street Journal. 

Conviction. The term derives from the Latin verb convincere, which means “to argue.” And that's the basis for Morningstar Investment Management's quarterly global convictions: to present an argument that helps an investor achieve their goals. Or perhaps more directly, what are our high-conviction ideas to fuel investor success? We'll cover a lot of ground in this episode, including recent market performance and trends, what those developments mean in terms of reward versus risk, inflation concerns, economic-recovery, and more.

Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X'rs and Millenials, But not Generation Z. To dig into them, I am happy to welcome back Nathan Voris, Director, Investments, Insights & Consultant Services at Schwab Retirement Plan Services. While the focus is on Gen Z, there are some great observations about financial stress, financial wellness, the financial impact of the pandemic and much more. We also really strive to tie these themes together in a way that can help employers better position services they offer today to attract and retain employees in a hyper competitive market for talent, or maybe this is encouragement to revisit these topics as you look forward. Regardless, good stuff and great input from Nathan.    Guest Bio Nathan Voris joined Charles Schwab in 2016 and leads the Investments, Insights and Consultant Services teams within Schwab Retirement Plan Services, Inc. In this role, Voris brings together multiple teams with shared expertise to develop and enhance partnerships with the Consultant and Advisor community. Prior to his current position, he led the Strategy and Planning team for Schwab Workplace Financial Services, which includes Compliance Solutions, Schwab Retirement Plan Services and Schwab Stock Plan Services. Voris brings 20+ years of experience in the financial services and retirement plan industries to his role. Prior to Charles Schwab, he worked for Morningstar, where he held several roles within Morningstar Investment Management, and as a retirement plan consultant at R.V. Kuhns & Associates. He began his career as a plan sponsor, working for Walmart and the Ohio Public Employees Retirement System. Voris earned a bachelor's degree in education from The Ohio State University.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

ESG investing, which focusses on an investment's environmental, social, and governance impact or risk, has grown immensely in recent years, attracting significant inflows. But what happens to ESG investing during a market downturn? Are ESG considerations left by the wayside as investors focus on financial market risks? Ryan Murphy, Head of Decision Sciences for Morningstar Investment Management, discusses his research on the behavioral sustainability stress test.

Lori Crosley has held senior level product marketing and strategy positions at Morningstar Investment Management, Wells Fargo and Calamos Investments, where she was responsible for planning, designing and executing global market strategy and institutional investment communications. As a Principal at Greenwich Associates, a leading global, strategy consulting firm that specializes in financial services, Ms. Crosley worked directly with the firms' investment management clients in the US, Canada, UK and Continental Europe, to analyze primary and custom research and recommend strategic, as well as tactical, initiatives affecting both product and service delivery. Ms. Crosley also served as an investment consultant to institutional investors at Ennis Knupp, CSFB and DLJ. Ms. Crosley earned an MBA in Finance and Marketing and a BS in Economics from Northwestern University in Evanston, IL.***************************************************************************If you'd like to talk to Terry McDougall about coaching or being a guest on Marketing Mambo, here's how you can reach her:https://www.terrybmcdougall.comhttps://www.linkedin.com/in/terrybmcdougallTerry@Terrybmcdougall.comHer book Winning the Game of Work: Career Happiness and Success on Your Own Terms is available at Amazon. 

Other than the strong recovery this year, the energy sector has been avoided by many investors. Whether environmental concerns of an increasing number of ESG-focused investors or worries about the secular decline in oil revenues as the world transitions to renewal energy sources, energy stocks have been among the least popular investments out there. Philip Straehl, global head of research at Morningstar Investment Management, welcomes James Foot, Head of Research, Asia Pacific from Morningstar Investment Management Australia, to dive deep into why they think certain energy stocks may offer attractive long-term returns.

Our Select Equity portfolio managers share five key takeaways from the 2021 Berkshire Hathaway Annual Meeting. Portfolio specialist Jeff Wagner sits down with Mike Corty, Morningstar Investment Management's Head of our Select Equity Portfolios team and the portfolio manager of our Tortoise portfolio, as well as senior portfolio manager John Owens, who manages Select Equity portfolios, All-Cap Equity and Small/Mid-Cap Equity.

Stocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outlook for dividend investors now that stock prices have rebounded? George Metrou, portfolio manager for the Dividend Select Equity Portfolios at Morningstar Investment Management, shares his thoughts on managing through the pandemic, and on the current landscape and his outlook for dividend-paying stocks.

While we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada. They discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets?

While we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's research at the time of original airing. Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture for some individuals. In this episode, we look at Blanchett's research, which may help advisors decide when a client should annuitize or not, as well as a way savers can self-annuitize. Blanchett is head of retirement research at Morningstar Investment Management.

In this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity. Gary Lyons is a portfolio manager on the Asset Allocation team at Morningstar Investment Management LLC, as well as co-lead on active-passive portfolios. And Nabil Salem is an Associate Portfolio Manager on the Asset Allocation team, as well as the global asset class lead for emerging markets stocks at Morningstar Investment Management.

Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!

Read more from Morningstar Investment Management at mp.morningstar.com, including John Owens' article on the subject of this episode here.  And find articles from David Whiston, Steve Wendel, and many more at morningstar.com. 

To read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com.

In this panel discussion, portfolio managers from Morningstar Investment Management discuss how to match portfolios with key investor characteristics. The panel is moderated by Marta Norton, CIO for the Americas, and looks at five investor profiles.

What will 2021 bring to the retirement planning industry? Last year, we made our predictions. This year, we brought in the big guns. In this episode, David Blanchett, head of retirement research for Morningstar Investment Management takes us through his six predictions for major changes in our market. Connect with David at http://www.davidmblanchett.com/ Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite direction from the crowd? Daniel Needham, president and global chief investment officer at Morningstar Investment Management, explores why markets are frequently efficient and what makes them become inefficient; explains how contrarians can act like a thermostat for markets; and explains how bees can be better decision-makers than humans at times. He also shares a checklist his team uses to help them make rational decisions that go against the crowd.

Jody Fitzgerald from Morningstar Investment Management (https://morningstarinvestments.com.au/) joins me to talk about the different shades of green!Things you need to know & places you need to go!-Need personal help? Get it here: https://www.sortyourmoneyout.com/reach-out-Insta https://www.instagram.com/mymillennialmoney/-Facey https://www.facebook.com/mymillennialmoney/-Our private facey group for listeners: https://www.facebook.com/groups/mymillennialmoney/-Check out Glen's online money course here: https://www.sortyourmoneyout.com/online-course/ (use coupon code "m3x" for 20% discount)Feel like giving us a good review if you like the show (if you listen on Apple Podcasts)?

Dan Kemp is the Chief Investment Officer for the EMEA region at Morningstar Investment Management. Dan has a very interesting background. For instance, he holds a BA in Theology at Kings College in London - we spend quite a bit of time talking about how his non-business background has helped him in his investment career. Prior to joining Morningstar Investment Management, he was a Founder and Partner at Albemarle Street Partners, an investment advisory firm that assists advisors in client risk profiling, fund research, portfolio construction and asset allocation. Prior to that, he was a Multi-Asset Fund of Funds manager at Saltus Partners. We touch on a wide range of topics such as how to prevent buying at a high and selling at a low, the importance of having an investment process in place that allows for other team members to poke holes at your ideas, while at the same time avoiding Groupthink. Dan was also kind enough to share some of his productivity tricks, what he looks for when hiring a candidate for a job, his favorite behavioral finance books, and much more. As always, make sure you share the podcast with anyone you think might benefit from the information. And don't forget to leave us a 5-Star review on iTunes!  For the full show notes go to: http://www.thewallstreetlab.com/14-dan-kemp-using-behavioral-finance-to-make-better-investment-decisions